I’ve worked with Lisa for four years, primarily using her knowledge and experience to turn my cash savings into four investment properties (IPs), so that I can accelerate my “FIRE” plans and generate passive income from assets with good potential for ongoing capital growth.
I ‘interviewed’ several other financial planners but moved forward with Lisa because she best understood my goals and how to achieve them, having done so herself. She also has deep knowledge of financial planning, broad experience, and is action-oriented, which I needed to overcome my procrastination tendencies. Being well-known in the market, I know that Lisa cares about her reputation and is keen to deliver a quality result for all parties.
She also deserves credit for telling clients what they need to hear, rather than sugar coating messages, which helped me to make time-critical decisions when needed, rather than wait and pass by a rare opportunity. Left to my own devices, I would have paused and missed the boat.
Leveraging Lisa’s networks resulted in the purchase of IPs that have had strong capital growth and 100% occupancy by tenants, plus home loans that I wouldn’t have been able to secure without expert knowledge (being an overseas-based Kiwi). Lisa also extended her networks to me, such as fantastic property managers. This means my IPs require very little of my time, and the property managers were particularly valuable for identifying and solving the ‘little niggles’ that occur with new build properties in Year One.
I was not always an easy client to work with given I am located in Australia and was purchasing property in NZ during extended Covid lockdowns and changing lending regulations, but Lisa continued to provide encouragement to me and negotiate on my behalf with suppliers in NZ.
I couldn’t have done the above without Lisa’s efforts, and have recommended her services to friends.
Suzanne, Australia July 2022