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Lisa Dudson

“It’s about the journey – the fun and pleasure we receive from life daily. Some of us get overly focused on the destination, goals and achievements, and often at the expense of our loved ones, health and wellbeing. My mission is to support you to keep things in balance, to help you create the life you want through clarity, focus, education and powerful financial and
life strategies to build the foundation you need.”

 Lisa Dudson
 
Lisa Dudson brings a unique twist to the world of coaching and mentoring. Lisa’s Intuitive Financial Strategies consulting programme enables her clients to achieve important goals across all critical aspects of their life – financial, lifestyle and business. Lisa is one of those rare people who have achieved financial success complimented by a balanced and rich lifestyle. Through Intuitive Financial Strategies, she helps her clients find the same balance in their own lives. Lisa works with her clients to clearly set their outcomes, align their finances, get clarity in business and career, and helps them how to enjoy the process of achieving those outcomes, maintaining a strong sense of balance in their lives.
 
A best-selling author in New Zealand who has appeared on TV, radio and in several magazines and newspapers, Lisa Dudson has regularly written for the NZ Herald, Sunday Star Times, YahooXtra, Women’s Day and the NZ Property Magazine. Lisa is a respected and sought-after speaker who has worked with thousands of people from very diverse backgrounds and financial situations to assist them in building sustainable, long term financial and lifestyle wealth. As well as working with the well-known Money Man TV show providing pragmatic financial advice both on and off screen, she has also appeared on NZ Business, Breakfast, Good Morning, 60 Minutes, House Calls, TV3 News and Campbell Live and in 2009 regularly appeared on Sunrise. Highly qualified and holding degrees in the areas of PR, Financial Planning, Marketing and Management, Lisa is also a Certified Financial Planner who has a wealth of skills and utilizes not only her professional background but also her personal experience in working with clients.
 
Lisa began investing when she was just 16 years old. She has always had a passion for wealth creation and is eager to share her experience.  She offers practical advice for clients based on extensive industry expertise and strategies she has personally used to successfully build her portfolio of investment in both shares and property.
 
Lisa also calls upon her life experience when working with clients. Her background has given her a global perspective on what most people regard as challenges when achieving what they would love – financially, emotionally and business-wise. She has led a traveler’s life (having traveled in over 70 countries), corporate life, self-employment, committees and boards, leadership roles, media spokesperson, business ownership and more.
 
Intuitive Financial Strategies includes one-on-one sessions, workshops and keynote presentations to achieve the greatest outcome possible: helping people gain clarity, direction, enjoyment, happiness, comfort and fulfillment. Lisa helps people discover their passion and purpose, then teaches them how to turn these into a clear direction and set of goals before putting solid financial and business foundations in place to achieve those outcomes.
 
“As people change, their perceptions of life also change,” Lisa believes.  “Lifestyle is all about how people want to live their lives. So many people are trapped in their life and carry a desire to change their choices – but it’s really about finding what gives you a sense of freedom and makes the world complete for you. I work with people to build financial wealth for a meaningful reason, and help them to combine their passion with money.”
 
Powerfully integrating the emotional-spiritual quotient of life with real financial and productive strategies, Intuitive Financial Strategies provides a competent and compassionate sounding board for Lisa’s clients, enabling them to build a strong platform to help develop strong financial foundations and develop their desired lifestyle.
 
  
Awards and Qualifications
 
·         Post Grad Dip PR
·         Post Grad Dip Financial Planning
·         BBS Marketing
·         NZIM – NZ Institute of Management Diploma
·         CFP – Certified Financial Planner
·         ASM – Accredited Speaking Member
·         Most Up & Coming Speaker National Speakers Association 2006
·         Winner of 2003 Inaugural Young Financial Planner of the Year
·         5 years as committee member & Vice President of Auckland Property Investors Association
·         2 years as Vice President of New Zealand Property Investors Federation
·         5 years as committee member & Secretary of Auckland Institute of Financial Advisors
  
Directorships
 
·         Saturn Portfolio Management – one of NZ largest privately owned, independent investment advisory firms established in 1988
·         Rock Your Life – an international business committed to educating people in the personal development field.
 
Authored Books
 
·         The Complete Guide to Residential Property Investment in NZ – co-written with Andrew King and NZ’s most successful property book  which spent 6 months on the best selling list
·         Get Your Head Out of the Sand
·         Winning The Money War
·         Money & You

Financial Consultation

 

Contact Details

Mobile: 021 486 000
Email: lisa@acumen.co.nz

Lisa Dudson