Looking For Financial Guidance?
Lisa Can Be Your Financial Sounding Board
With 35 Years Of Experience In Money, Business And Property
Been Through The Journey And Created Financial Freedom
Best Selling Author From TV, Radio, Newspapers And Magazines
Here’s What Some Of Our Clients Say
Gaelene Adams-Wood
“Lisa, I really value you and the wisdom you have shared with me over the years. During the year I have often thought about the things that you said and the clarity and strength that you have. You have no idea how much of an inspirational and empowering role model you are for me. I’m very grateful for you in my life. I really look up to you and am inspired by your strong sense of self as a woman. It gives me a lot of encouragement that I can do it (in my own way) too. Thank you, Lisa. You inspire me and give me permission to be me in far more ways than you will ever know.”
Judith Paterson
“The greatest thing about my meeting with Lisa Dudson was, because she listened, prompted and made me feel so comfortable about ‘talking money,’ I actually enjoyed myself! This is a huge admission from a woman who had always ‘buried her head in the sand’ with regard to her finances. The thought of ‘facing the dollars’ had always been such a scary prospect. Lisa has the ability to instil the self-confidence required in order to make changes you know you must make. She also provides recommended steps to achieve those changes. Now – several years later, I thank Lisa from the bottom of my heart. I sometimes find it amazing I’m now living in my beautiful freehold home and actually enjoying keeping track of my accounts!”
It’s As Easy As 1-2-3…
Step 1 – Book An Appointment
We’ll send you a quick questionnaire to get you thinking about your financial goals
Step 2 – Have Your Consultation
We can meet in person, on the phone or online to suit your schedule
Step 3 – Get Your Action Steps
You’ll leave the consultation with a clear direction on what to do next to build a smarter financial future
Here’s What We Cover…
Any advice that we give is general in nature and is more about providing you a financial sounding board.
The purpose of our advice is to arm you with knowledge, direction and strategy to help achieve your financial goals.
We don’t provide advice on whether you should enter into or exit specific investment products (such as shares or funds), insurance policies or loans, and we don’t prepare regulated investment plans.
Our advice is holistic and we can refer to you to qualified specialists if you need advice on specific investment products, insurance policies or loans.
How Much Does It Cost?
How much are poor financial choices costing you now?
Where could you be saving time and money?
A consultation with Lisa costs just $375 + GST.
And if you’re not happy at the end of the session you pay nothing.
