Financial Consultation

Here are some painful statistics:

  • Less than 3% retire on an income of less than $50,000 per year
  • 63% of kiwis over the age of 65 live on less than $15,000 per year
  • 65-70% get their financial advice from friends and family
  • We rank 108th out of 131 countries for our level of personal saving
  • The NZ pension is only $288 pw week for an individual
  • The number 1 cause of relationship breakups is money

The fact is most people don’t use their money effectively. Whether you’re 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 but knowing you’re on the right financial path can dramatically decrease your stress levels.

But who do I listen to?

There are a lot of people out there giving financial advice from accountants to investment advisors to your own friends and family. The question becomes “Is this the right advice for me?” The difficult thing about advice is even though it may be technically right that doesn’t mean it’s going to work for you personally.

It’s like how a General guides their army. They hold the big picture in their mind and form the overall strategy that needs to be executed. However they also know the strengths of the army so they can decide a course of action based on what the army can do… not necessarily what it should do.

Life gets a lot easier when you know where you want to go and how to get there

I offer a bird’s eye view of your financial situation based on you as an individual so you can make the decisions that are truly right for you. You tell me your goals and we form a strategy for how you’re going to get there. Once you have a strategy it’s a lot easier to work out what options and resources will work for you so you can navigate the financial minefield successfully.

I help you achieve your goals while saving you time and money, reducing your stress and making it a lot easier and more enjoyable.

Financial Consultations with Lisa Dudson  – $375 plus GST.

We will get you to complete a questionnaire prior to the consultation so we can gather the background information we need to ensure we maximise the value we provide you.

3 hour package – $947.00 plus GST

If your situation is either more complex or you want a more hands on approach this package is ideal and is to be used within three month period.

Our services can be provided by telephone, skype, or face to face depending on your location.