Financial Advice to plan

for your future

“Thank you for all your support and helping me clarify financial decisions. It really helps when I’m talking things through with you and I can’t tell you how much I appreciate that”
— P. Russell, Napier, NZ

Think ahead. Protect your progress. Make better decisions.

It doesn’t matter what stage of life you are at. Whether you are wondering if your KiwiSaver is in the right fund for you, the impact of expensive renovations, buying a home or a rental property, or how much do you need to retire? Embarking on this journey may seem challenging, but taking the first step is often the most difficult part.

I'm Lisa Bentley, a registered financial adviser living in beautiful Hawke’s Bay, working with clients locally and all over New Zealand.

I have learned you cannot reach your goals just by saving money in the bank and paying off your mortgage, you need to include investments in your plan, and the earlier you start this the easier it is to achieve freedom & choice.

Who I work with

​I work with individuals, couples, and families (including Trusts) over the long term.
This includes KiwiSaver Advice, Retirement Planning, and other Tailored Investment solutions.

My trusted KiwiSaver and Investment partners include:

Select Wealth -

Milford -

Booster -

Kernel -

NZ Funds -

Pathfinder -

ANZ -

Fisher Funds -

Select Wealth - Milford - Booster - Kernel - NZ Funds - Pathfinder - ANZ - Fisher Funds -

How I can help you

Wealth Accumulation Strategy

This is important for those in the working and earning phase, who are focused on accumulating a targeted level of wealth at retirement or who wish to retire early.

KiwiSaver Strategy

This provides a KiwiSaver recommendation following an assessment of your current situation and risk profile, including saving for your first home withdrawal or accessing your KiwiSaver at retirement.

KiwiSaver for first home

Retirement drawdown strategy

This is designed for those nearing or in retirement who are seeking to achieve a sustainable retirement income using the wealth they have accumulated during their working life.

Retire with enough

Here to help

Your financial journey is unique. You receive a tailored strategy to suit your individual goals, ensuring a custom-fit solution. Life is dynamic, and so am I. Together, we actively adapt your plan to accommodate changes, making sure your financial path aligns with your evolving world. You will feel relief of now having a plan in place.

22

YEARS IN BUSINESS

296

HAPPY CLIENTS

9

PARTNERED FUND MANAGERS

Client Feedback...

  • "Thank you Lisa, you were very honest about our situation and have helped us plan for our retirement which we are now able to be excited about, we wish we did this years' ago" - TA & GA

  • "We’ve never had a financial adviser before, so we had no idea what to expect. I think it is fair to say the meeting exceeded our expectations. We enjoyed talking to you. Our discussion felt more like a social interaction. You are very easy to talk to and you are well versed in putting your clients at ease. If we’re going to share all our financial information with somebody, it’s probably better to do it with somebody we trust and that we like talking to".

    A Rogerson

  • ​"Lisa is well-informed, intelligent, honest and sensible - what more could one ask for in a financial adviser?" - JJ

  • "I really appreciate Lisa's interest in my financial wellbeing, and she's never too busy to answer my questions." -FP

  • We have never heard the word de-cumulation before. But it’s exactly what we are engaged in doing, and we appreciate your assistance in the process. Everything you have suggested (a different Kiwisaver provider, options for how best to use Super, investment options, a structured plan for accessing our cash, etc) sounds ideal.

    AR & JP

  • "It is great to work with Lisa each year to check in where how we are tracking to our retirement goals." - MC & GC

Let’s kickstart your future

I’ll be with you every step of the way.