Silver Sponsor: Lisa Bentley – Investment Matters, Hastings


Lisa Bentley – Investment Matters, Hastings

 

Lisa is driven by the belief that personalised advice yields results and

alleviates the stress of financial indecision. She aims to navigate the

complexities of financial planning alongside her clients, to act as a key

partner in their financial success. Whether you’re seeking a financial plan,

working out what you need for a secure retirement, or wanting to start an

investing journey, Lisa will guide you through each step.

 

Lisa holds a Bachelor of Science in Psychology & Statistics from

Canterbury University, coupled with the New Zealand Certificate in

Financial Services Level 5 v2 (Investments). This educational background

equips her with a unique blend of analytical and people skills, essential for

effective financial advising.

 

Key services: Investment, KiwiSaver, Financial Planning

www.investmentmatters.nz

 

Phone: 06 8703838

hello@investmentmatters.nz