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Lisa Bentley 12/03/24 Lisa Bentley 12/03/24

The 2024 Investment Matters Client event

Thank you Andrew Kelleher of Select Wealth for coming to speak at my client event evening. We received wonderful feedback and it will now be an annual event for my clients after such lovely feedback.

Lisa Bentley 22/02/24 Lisa Bentley 22/02/24

Why are we positive on markets for 2024?

Why have things turned with the markets?

Lisa Bentley 1/02/24 Lisa Bentley 1/02/24

Resident Withholding Tax (RWT) & Prescribed Investor Rate (PIR) Tax

How does RWT tax affect my savings? Is there a better way?

Lisa Bentley 30/01/24 Lisa Bentley 30/01/24

What is the Tax on Shares, PIE funds & Term Deposits?

Lisa Bentley 2/08/23 Lisa Bentley 2/08/23

Reflection on 2023, recession and returns

Lisa Bentley 14/06/23 Lisa Bentley 14/06/23

Tips to retire early

Lisa Bentley 27/03/23 Lisa Bentley 27/03/23

Investment Gender Gap

Lisa Bentley 31/10/22 Lisa Bentley 31/10/22

How much do we actually need for retirement?

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