Work with Lisa

Work
Consultations
Property
KiwiSaver
Mastermind
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.

What can I expect to get out of a consultation and what do you cover?

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.

How do the consultations work and how long are they?

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. 

Why do you use a questionnaire?

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. 
How often should I have a 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.

What type of clients do you see?

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.

Are we registered?

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

What can we give you advice about?

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.

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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.

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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.

High Performers Mastermind

I have teamed up with Darren Pratley who is a sales and marketing expert to create a 10-month programme for 12 committed people who want to take their business, their finances and themselves to the next level. The programme includes:

  • Getting really clear about what you want to create in your life

  • Understanding your unique ability and how to leverage it

  • Build a sustainable and profitable business model

  • Advanced sales strategies and building your team

  • How to develop and manage your brand

  • Grow your business profit and personal wealth

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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.

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Lisa’s Testimonials
Contact Lisa Now
Lisa’s Testimonials