Work with Lisa

Consultations
Property
Programmes
KiwiSaver
Speaking

Consultations

Money is not everything, but it’s right up there with oxygen!

Have you heard this saying before?  It is, of course, very true.  Money buys you the freedom to choose.  Most people who come to see me really just want more money so they can do what they want, when they want and how they want.

The fact is most people don’t use their money effectively. Whether you are concerned about your retirement or just living a better lifestyle right now, you’ll be amazed at what a difference the right financial guidance can make. Not only can it save you thousands of dollars, knowing you’re on the right financial path can dramatically decrease your stress levels.

I offer one-on-one consultations that help you build a solid financial base and determine a clear strategy to build and maintain your wealth.  It’s not just about how much you earn, rather how much you keep and most importantly, what you do with that money.

I have been working with people to eliminate their financial worries and build their wealth for almost two decades.  If you’re looking for competent financial guidance from someone who’s created a financially free lifestyle for herself – not just read about it in books – then contact me today.

Consultations are $375+ GST and are provided by telephone, Zoom (similar to skype), or face to face depending on your location.

This very much depends on your personal situation and the outcomes you wish to achieve.  While each consultation is different I will always check that you have the correct financial foundations in place as it’s often the basics that people miss.  My skills are about identifying what each individual wants to achieve and giving them some direction and clarity about how to achieve it.

Most of my clients are busy professionals and business owners who want someone to do most of the work for them.

Your only limit is how much the bank will lend you and how much you feel comfortable borrowing.

Generally main centres like Auckland, Hamilton, Wellington, Christchurch, Queenstown/Wanaka.

I specialise in new properties.  If you are interested in existing properties and need some help then its best to use my consulting services.

This is because my clients who are interested in this service are usually professionals or business owners who want quality properties that are in good growth locations, are low maintenance and easy to manage, are attractive to tenants and meet the new Healthy Homes regulations.  The net yields (after costs have been taken off) are very comparable and often better than older properties.

Through my long established networks I have access to a number of developers that are well vetted and have strong reliable histories.

If you buy a property via my network then I get paid a marketing referral fee from the builder or developer.  Once I receive this, I will rebate 50% of the programme fee.

No there is not.  Generally my clients have purchased a property within 3-6months.

After you book a consultation I will email you a comprehensive questionnaire for you to complete before the consultation.  By fully completing this, we attain a better background of your personal circumstances and can give you the guidance you need more quickly. Our consultations are an hour and are held face to face in Auckland City or via phone/Zoom (similar to skype).  Most people will have some very clear direction after one consultation.  However, some people may be dealing with more complex issues that require further guidance and we will discuss that at the time. 

We use it for a number of reasons: 

  • It provides us a comprehensive background on your current situation and goals. 
  • It helps you think about what you want to talk to us about.  Many of our clients have said they have had their money’s worth from just completing it. 
  • It enables us to get a lot more achieved in our consultation than if we asked the questions during the consultation. 

It’s really up to you and your needs. Many people call me when they have a life change or are facing a big financial decision, or just check in every year or two to make sure they are still on track.

I have been in the industry for almost two decades and have seen pretty much any type of person and situation you can imagine.  My clients range from people deep in debt to those with large investment portfolios and just about everything in between. The best way to find out if I can help is to get in contact because if can’t can probably point you in the direction of someone who can.

Lisa is a registered, but not authorised, financial adviser.  For more information on advisor regulation see www.fma.govt.nz

The advice that we give is general in nature and is more about providing you a financial sounding board, helping you with your financial strategy and giving you some guidance on your overall financial position.  We do not give advice on specific investment products and can refer you onto a number of specialists as and if required.

Book A Consultation With Lisa

Property Investment

Property investing has become a boom industry as people follow their dreams of retiring rich to sit on the beach and drink Pina coladas. However, most property investors realise very quickly this is not exactly how it works.

The problem with most investing is people get too tied up in the latest and greatest investing tactics. They forget to take a look at their overall investment strategy and how this fits in with their lifestyle goals. While one investment tactic might have created fantastic results for someone else, that doesn’t mean it’ll do the same for you.

I have been teaching people about property investment for many years.  I’m the author of The New Zealand Property Guide and the co- author of Create Wealth – the complete guide to property investment in NZ which is NZs bestselling book on property investing. I was previously the Vice President of both the Auckland Property Investors Association and the NZ Property Investors Federation.

Not to mention I’ve been investing in property myself for over 25 years.  So I have my own experience to draw on, along with all my clients and industry contacts. With all this experience, I can help you get your property investment strategy sorted the quick and easy way.

I can help you:

  • Get started and ensure you have the right foundations
  • Understand the numbers and how you make money
  • Determine which is the best strategy to suit your skills and your goals
  • Review your current portfolio
  • Get in touch with the other experts in the industry
  • Be aware of the risks to ensure you limit the chance of mistakes
  • Using the contacts I have, I can help you source an investment property

If you would like to look at your first investment property or would like to build on your existing portfolio and want some guidance, then contact me to arrange a one-on-one consultation today.

Consultations are $375+ GST and are provided by telephone, Zoom (similar to skype), or face to face depending on your location.

Book A Consultation Now

Are You Wanting To Buy An Investment Property?

But Too Busy To Make It Happen, Or Not Sure How To Go About It??

You’re not on your own. In fact, I’ve been talking with 100’s of very successful people who want to buy an investment property, but they feel that they don’t have the time, money, or knowledge to do it.

They’re valid concerns. But the truth is that if you have as little as $500 spare income per month that we can probably make it happen for you.

Admit it – you know that every week, month or year that goes by that you don’t do something about it, that the prices are going up, and you’re missing out on passive income and capital gain. You’re probably also missing out on the peace of mind that comes from knowing your financial future is safe and secure.

So, if you’re wanting to make the leap but you want the support of someone who’s successfully navigated this process for more than 30 years, and is willing to do a lot of the hard work and time consuming graft for you – then I have the perfect solution for you.

It’s a programme to take you from where you are now, to being the proud owner of your first investment property (and possibly more); watching the passive income roll in, and your equity grow.

Outcomes you will gain in the programme

  • Leverage your business earnings or personal earnings to grow your personal wealth

  • Develop a solid financial base

  • A good understanding of how property investment works

  • Purchased an investment property

  • A team of professionals around you to help manage your property and ensure you are well advised through your journey

How does it work?

Step One: Have a one hour consultation with me to understand your current financial position, get clarity on your goals, get guidance on how to strengthen your financial foundations, talk about investment options and see if property investment is right for you.  You will be required to complete a 10 page questionnaire prior to the consultation.

Step Two: Decide if you want to go ahead with the programme which is designed to help you purchase a new investment property.  If it is not for you and the consultation is enough, you will only be charged the consultation fee of $375 plus GST.

Step Three: Have an in-depth lesson about property investment so you understand the fundamentals. Learn about leverage, yield, capital growth, interpreting the numbers and how property can help you fund your retirement. You will receive a free copy of my latest books:  The New Zealand Property Guide and The New Zealand Money Guide.  You will also receive a free copy of my property analysis software.

Step Four: Get your finance pre-approved and decide which ownership structure is best suited to your situation.  I can refer you to one of my preferred professionals that I have developed relationships with over many years, or I can work with your team.

Step Five: Once we know how much you can borrow we will determine which property will best suit your needs and I will work with my network to help find you a new investment property.

Step Six: Once we have found the ideal property and you have made the decision to buy. I will support you through the due diligence process.  I can introduce you to any professional experts that are required.

Step Seven: Complete the purchase and get good property management in place.

Step Eight: Celebrate!

What makes this programme different?

Unlike other financial companies you will be working directly with me. I only work with a small number of clients at any one time.

I have over 30 years of personal investment experience working with more than 10,000 people as an author, mentor, speaker and celebrity. I’ve built my own diversified portfolio and have over 20 years in the financial services and property investment industry.

Over the 30 years I’ve built an extensive network of professionals that I can introduce you to. They can even become part of your team, or I can work with your existing team.

As your personal financial advisor I will help and support you to implement your goals and objectives. This is a very personalised service tailored to your specific needs.  Throughout the programme you will have access to support material and reasonable phone and email support so you can use me as a sounding board throughout your journey.

Cost of the programme
$2,995 + GST (a rebate may apply)

FAQs

No there is not.  Generally my clients have purchased a property within 3-6months.

If you buy a property via my network then I get paid a marketing referral fee from the builder or developer.  Once I receive this, I will rebate 50% of the programme fee.

Through my long established networks I have access to a number of developers that are well vetted and have strong reliable histories.

This is because my clients who are interested in this service are usually professionals or business owners who want quality properties that are in good growth locations, are low maintenance and easy to manage, are attractive to tenants and meet the new Healthy Homes regulations.  The net yields (after costs have been taken off) are very comparable and often better than older properties.

I specialise in new properties.  If you are interested in existing properties and need some help then its best to use my consulting services.

Generally main centres like Auckland, Hamilton, Wellington, Christchurch, Queenstown/Wanaka.

Your only limit is how much the bank will lend you and how much you feel comfortable borrowing.

Most of my clients are busy professionals and business owners who want someone to do most of the work for them.

What‘s Next?

Book your 1 hour 1:1 personal consultation with me. As I only offer 4 personal consultations per week, I recommend you get in quick. 

You can read about what people have said who have completed the programme.

Book A Consultation Now
Programme Testimonials

KiwiSaver

Many Kiwi’s don’t understand the basics of KiwiSaver.  KiwiSaver is a valuable financial tool to assist you in putting aside enough money for your retirement.  Test your KiwiSaver knowledge with a quick survey here.

I partner with Generate KiwiSaver, an award-winning, New Zealand owned KiwiSaver specialist.  They focus on providing top performance, great service, and valuable advice to Kiwis. It is vitally important to make sure that you are in a suitable fund type, so if you have any questions, I offer a free 10 minute KiwiSaver consultation. Please give me a call on 021 486 000.

If you would like to enrol with Generate, it’s easy, you just need your IRD number and identification and you can complete the application online in a few minutes.

Speaking

Money. Not always the most exciting topic in the world for most people. But talking about money doesn’t need to involve dry financial terms and even dryer financial speakers. 

Those that have heard Lisa speak know how she can make the highly important topic of money interesting… and even fun! *gasp* She prides herself as being one of the few financial experts that actually speaks in terms people can understand. Her presentations are full of useful advice and ideas that participants can take home and use to achieve their financial and lifestyle goals. 

Plus with her wealth of experience she can tailor a presentation to meet your audience’s specific needs. Simply contact Lisa to discuss your speaking engagement as she’s more than happy to have the opportunity to spread her message to other kiwis. But make sure you act now as Lisa’s diary tends to fill up fast.

Contact Lisa Now
Lisa’s Testimonials
Contact Lisa Now
Lisa’s Testimonials