Over the last decade there has been huge growth in the number of people investing in property. People dream of retiring rich to sit on the beach and drink pina coladas; however most property investors realise very quickly that this is not exactly how it works.

One problem with investing is that people often get tied up in the latest and greatest investing tactics and rush into investments that are already overpriced. Investors forget to take a look at their overall investment strategy and how this fits in with their lifestyle goals.

While one investment tactic might have created fantastic results for someone else, that doesn’t mean it’ll do the same for you.

This is why so many people jump into property investing and then realise they may have bitten off more than they can chew.

Introducing our Investment Strategy Wiz - Lisa Dudson

Lisa Dudson is a registered financial advisor and has been teaching people about property investment for over 15 years. She is the co-author of Create Wealth – The Complete Guide to Property Investment in New Zealand, which is NZ's bestselling book on property investing. Lisa was previously the Vice President of both the Auckland Property Investors Association and the NZ Property Investors Federation.

Lisa has been investing in property for 20 years now and has lots of personal experience and industry contacts to draw on. She will work with you to craft an investment strategy quickly and easily.

If you want a balanced and independent approach to setting up your investing foundations as well as a strategy to achieve your financial and lifestyle goals, Lisa offers a simple hourly rate service with no hidden costs or fees.

She can help you:

  • Get started and ensure you have the right foundations
  • Understand the numbers and how you make money
  • Determine which is the best strategy to suit your skills and your goals
  • Review your current portfolio and help you clarify your next steps
  • Become aware of the risks to ensure you limit the chance of mistakes

Property Consultations with Lisa are charged at $375 +GST.

A consultation takes approximately 1 hour and your partner is welcome (encouraged) to attend. 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. A consultation can be provided by telephone, Skype, or face-to-face depending on your location.

Please book via email or through the below form

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