
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
Phone: 06 8703838