Working towards the
goals you want to achieve.

Welcome to Investment Matters, where I, Lisa Bentley, am dedicated to being your trusted financial adviser. I ensure that we navigate the complexities of financial planning together, step by step.

Why Choose Me:

• Simplicity in Complexity: I take pride in simplifying what may seem complex and unachievable at first glance. Together, we'll break down the intricacies, making your financial goals clear, manageable, and attainable.

• Confidentiality and Transparency: Trust is the cornerstone of our relationship. I guarantee 100% confidentiality and transparency in every piece of advice I offer. Your financial journey is a shared endeavor, and you deserve clarity every step of the way.

• Building Long-Lasting Relationships: My commitment extends beyond transactions; I aim to establish enduring relationships. By fostering trust, I aspire to assist you in growing not just your financial confidence, but also your knowledge and wealth.

  ​Qualifications:
  I hold a Bachelor of Science in Psychology & Statistics from Canterbury University, coupled with the New Zealand Certificate in Financial Services Level 5 v2 – Investments strand. This educational background equips me with a unique blend of analytical and people skills, essential for effective financial advising (I will listen).

Whether you're seeking to build wealth, plan for a secure retirement, or navigate the complexities of investments, I am here to guide you through each step. Your financial well-being is my priority, and I am committed to providing you with personalized strategies that stand the test of time.

I look forward to meeting you soon and being a key partner in your financial success story.