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Lisa Dudson is a Certified Financial Planner, author, entrepreneur and investor.

Lisa has found herself in high demand as professional speaker.  Lisa has been said to be an excellent communicator and is recognised for her ability to educate in the financial and investment arenas. This combined with her very down to earth style will deliver practical and common sense strategies that audiences can easily apply to help them achieve their financial goals. Click for full profile

Financial Education in the workplace

Money is one of the most stressful areas of our lives and given the current economic environment, financial stress is increasing and having a greater impact in peoples lives.  Both mortgage and consumer debt levels are the highest they have ever been, creating pressure on many employees.

The reality of todays environment

  • overuse of credit
  • overspending
  • lack of budgeting
  • lack of financial knowledge
  • too much choice
  • more complicated financial products
  • inadequate shopping and spending skills
  • inability to save

Benefits of workplace financial education

  • a key factor in both recruitment and retention
  • increases productivity
  • happier and more content staff
  • increases participation in employer sponsored benefits
  • creates greater worker commitment to the employer
  • reduces absenteeism
  • reduce the work time employees use for personal financial matters
  • reduces workplace theft

From corporate education through to international keynote addresses, Lisa will not only entertain but share her exceptional wisdom and experience.  Despite peoples perception of money there is nothing boring about listening to Lisa!  She can talk on a number of topics including:

Getting the most out of your paycheck
every kiwis guide to growing your money
 
KiwiSaver
understanding not only the dynamics of KiwiSaver but why and how it fits into personal life
 
Wealth Profiles
understanding how to use your key strengths to enhance your wealth

Creating Wealth through Property Investment
learn how to build your own successful property investment portfolio

Live the Life of your Dreams
how manage your money to live the life you have always desired?

Building a Successful Investment Portfolio
build an investment portfolio that best suits your needs

Contact Lisa to discuss your requirements