Empowering Women To Manage Their Wealth & Finances
With Financial Education, Proven Tools, and Peer Dialogue
Do any of these concerns sound familiar?
Embark on your financial journey with AVoyage, where we understand the unique challenges women often encounter in navigating the world of personal finance. If any of the following concerns resonate with you, know that you're not alone:
- Are you interested in managing your own wealth, but unsure where to start?
- Are you so busy that your life and schedule get in the way of effectively gathering and organizing your financial information?
- Are you concerned about biased advice from financial planners that steer you to investment products not in your best interest?
- Do you want to be able to discuss your household finances with your partner on an equal and informed footing?
- Do you want to have the peace of mind that you have enough to allow you to live the life you want to live?
- Do you live internationally and want your finances to reflect a global investment perspective?
At AVoyage, we're here to address these concerns and guide you toward financial empowerment. Your journey is unique, and we're dedicated to providing the support and resources you need.
Financial Literacy Education
- An Essential Asset for Every Woman's Arsenal -
In the journey of life, having financial literacy education is akin to having a powerful tool in your arsenal. Especially designed to empower women, AVoyage's commitment to financial literacy education is unwavering. It equips you with the knowledge and skills needed to navigate the complexities of personal finance, make informed decisions, and shape your financial destiny. Join us as we embark on this transformative voyage together because financial empowerment is the key to unlocking
a brighter and more secure future.
Your Journey Begins Here
Welcome to AVoyage, where your path to financial empowerment begins. Rooted in a personal journey of resilience, empowerment, and the pursuit of financial well-being, AVoyage is on a mission to equip women with the knowledge and skills needed to navigate the complexities of personal finance.
Who Better Than You?
Money, often seen as a challenging and taboo topic, can leave many feeling overwhelmed and lost. The truth is, no one knows what's best for you than you. Starting early and planning ahead significantly reduces risks and enhances success.
Be Your Own Financial Steward
Are you struggling to take control of your financial future? Join our community of like-minded individuals. AVoyage is here to demystify wealth management, guiding you towards achieving your financial goals.
What Sets Us Apart?
AVoyage doesn't sell advisory services or financial products. Our focus is on empowering you with tools and knowledge to gain clarity and control over your financial destiny. With a proven track record, we've helped numerous individuals achieve financial success. Let us do the same for you!
Explore the transformative power of financial literacy education with AVoyage.
Discover how to navigate life changes, make informed decisions, and shape your financial destiny.
Don't wait; start your journey today!
Meet Shizuka Lisa McNeill
Shizuka is an accomplished financial professional with over 30 years of experience in strategic equity investment and asset management. She has refined her expertise while working at notable institutions such as Mellon HBV Alternative Strategies, an event-driven hedge fund, Morgan Stanley, and DKB Financial Products (now Mizuho Bank), where she served in diverse capacities, including as an investment strategist, private banker and interest rate derivatives advisor.
In addition to her wealth of experience, Shizuka brings a strong educational foundation, having been educated at McGill University, earning an INSEAD MBA, and following up at Harvard Executive MBA. This unique blend of practical experience and academic achievement positions her as a standout professional in the financial industry.
Within a realm of specialists, Shizuka distinguishes herself with her broad financial experience, enabling her to simplify complex concepts for clients. Her innovative solutions and leadership have empowered individuals globally across Europe, Asia, and North & South America to confidently navigate critical life and financial decisions.
Whether you're embarking on the journey to shape your financial future or navigating the intricacies of building and managing your wealth, Shizuka is here to empower your path.
Background
Based in Geneva, born in NY, raised in Tokyo, Cupertino & Ottawa. Mother of two teens.
Qualifications
Graduated from INSEAD MBA ’98, Fontainebleau, McGill University ’94, Montreal, Harvard Business School ExecEd Certificate '23, Boston
Experience
Event Driven Hedge Fund Investment Strategist, London; Morgan Stanley Private Wealth Management, NY; Interest Rate Derivatives Advisory, Mizuho NY, WTC.
Favourites
Enjoy tennis, ski, theatre, music, travelling to visit family, cooking for my two children, good wines and great friends!
Why wait to take control of your finances?
Money often becomes a priority only when it demands attention! Delaying further only increases risks and starting today ensures that life's busy schedule doesn't get in the way. Empower your money by shifting from working for money to having money work for you—an essential concept underpinning our approach to financial empowerment. Even if you are already wealthy, wealth preservation is crucial for maintaining financial health.
Don't delay; invest time and energy in yourself.
Your future self will thank you.
AVoyage Global Academy
Financial Freedom Foundations Masterclass
Gain the knowledge and skills to adeptly manage your finances, strategically sustaining your desired lifestyle and achieving long-term financial goals. Craft a personalized financial plan optimizing resources, maximizing returns, and enabling informed decision-making.
Curriculum Highlights:
Explore our two carefully designed programs and
don't postpone your financial journey any longer!
Programs
Transform investing and financial planning, be inspired to achieve goals and provide clarity in your financial direction. Much like a car without a navigator, navigating finances without a clear direction can be uncertain. Our curriculum serves as your financial roadmap, ensuring a well-defined path to your desired destination.
The earlier you begin, the greater your chances of achieving success.
So what are you waiting for?
What They Said
Giovanna d’Esposito
Director and Non-Executive Director,
former General Manager of Southern Europe at Uber
I am a senior executive with 30+ years of international management experience and education from the likes of INSEAD and Harvard. It is surprising how so many of us plan, allocate and manage large amounts of capital in our professional life, and yet fail to have the same clarity of vision and execution when it comes to ourselves. I am so happy to have enrolled into Lisa’s course. From creating a vision board to mapping out our financial goals, allocating wealth effectively, and developing investment strategies, she managed to take us through a whole journey, complete with practical and ingenious tools, and invaluable tips. Her sense of humor and gentle style is the cherry on the cake. Highly recommended.
Claudia Eberhagen
Strategic Customer Engagements US & LATAM
@Amazon Web Services
"Financial Freedom Foundations" is an insightful course with solid advice on how to build your financial future. Lisa emphasizes the need for individuals to take control of their finances, rethink how we think about money and wealth building. Through in person meetings, recorded sessions and 1:1s, Lisa provides practical advice on how to invest and build wealth based on your own life journey. This course has transformed the way I think about money and financial planning as it makes complex financial concepts easy-to-understand and provides tools to build financial and life strategy, develop a financial plan and finally Lisa has also accompanied me to execute the plan. I can highly recommend this course to anyone who wants to enjoy a happy life and secure retirement.
Diana Denke
Executive Director
I’m an nonprofit executive with a background in finance and management consulting, and an MBA from INSEAD and a Masters degree from Cambridge. Despite a top notch education and working in impact finance, I had absolutely no clue about how to manage my personal finance, plan for the future and build wealth. As a big believer of chasing dreams and living life to the fullest, I was quite apprehensive of starting to track my spending. But Shizu’s comprehensive course totally changed that. Not only was it eye-opening to come to terms with my actual monthly spend - or as she convincingly called it: the story of your life -, it was liberating and empowering to be able to see how I can build the future in the long term by paying more attention to where the money flows today. Shizu’s course is very thoughtfully put together, super practical and action-oriented and overall big FUN. Highly recommend it.
5 stars 🌟🌟🌟🌟🌟
Miriam Gianasso
Private Equity Investor
Despite being well-versed in financial services myself, Shizuka's course has proven to be invaluable in equipping me with practical and easily applicable tools for establishing long-term personal financial objectives. The spreadsheets she provided were particularly instrumental in my journey. Their intuitive monthly, yearly, and multi-year format allowed me to customize them according to my preferences and current life stage. Moreover, I greatly appreciated Shizuka's thoughtful approach in guiding us through the spreadsheet functionalities step by step. Her holistic approach sets her apart and has truly revolutionized my thinking about financial planning, enabling me to define clear goals and establish the necessary framework to achieve them. Additionally, the sense of community fostered within the course was a significant highlight, and I'm delighted to say that we continue to stay connected even after the course has ended!
Shaune Arp
Art Advisor
Lisa’s course de-mystifies the daunting task of personal finance management. She makes the content accessible to all levels of experience and knowledge. For so long, I’ve been at the mercy of various financial advisors, and after Lisa’s classes, I've gained confidence. I feel more eager than ever to attain my goals & manage on my own!
Danielle Graber
Hotelier
Lisa has empowered me with the confidence to tackle the daunting task of managing my finances. Her course takes a holistic approach, offering more than just knowledge about what to do with your money. It assists in setting goals and provides a clear vision for your next steps. Every step of this journey has been truly enjoyable, and it has been a life-changing experience.
Chiho Chiba
Automotive Procurement Specialist
Working with Lisa diminished my fear of investing, leading me to open a brokerage account within three months and invest a substantial portion of my assets in one year. Her personalized financial plan gave me the confidence to negotiate and secure the salary I desired when changing firms. Lisa's guidance empowered me to overcome fear and achieve financial success.
Unlock Your Financial Potential
AVoyage offers more than education;
it's a transformative journey that empowers you with the tools to take control of your financial future.
What are you waiting for?
Contact
Questions?
Email us to learn more about our financial literacy programs, as well as speaking engagements, corporate seminars and off-sites.
