Lisa Dudson - Financial Educator
ASM, CFP, BBS, GradDipBusStud (Personal Financial Planning)
“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
The Mind Body Soul Company are very proud to have worked with Lisa in Hawkes Bay for her presentation: "Getting the most out of your paycheck - every kiwis guide to growing your money"?
- An interactive two hour educational workshop helping you understand how to build solid financial foundations to support you and your family to achieve the lifestyle you want. It covers everything from developing a realistic spending plan to how you stay motivated and on track with your finances. She looks at a number of practical strategies that you can implement immediately to help you move forward financially. Despite what many people think its often the simple things that you do daily that make a difference and not complex investment concepts. Lisa looks at examples and discuss' case studies and there is plenty of time to get your questions answered. You learn how you can be more comfortable financially in the future.
CONTACT US to find out more about Lisa's Presentations and Consultations
Read Lisa'a article Find Your Joy
Intuitive Financial Strategies is the platform from which Lisa Dudson consults with individuals to draw on her extensive experience to educate them in achieving their financial, lifestyle and business goals. Through consulting with Lisa, her clients take their lives from where it is to where they would love it to be and create the lifestyle they desire and deserve. Lisa works with her clients to clearly set their outcomes, align their finances, get clarity in business and career, and helps them enjoy the process of achieving those outcomes, whilst maintaining a strong sense of balance in their lives.
A best-selling author in
Lisa has developed and run a number of businesses in the financial sector and 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. Actively working in the wealth industry for over 10 years and invested herself since she was 16, Lisa’s journey has led her to trying everything people say they want – 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. Lisa’s 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.
Lisa works with clients on a one-on-one basis, in workshops and in keynote presentations to achieve the greatest outcome possible: gaining clarity, direction, enjoyment, happiness, comfort and fulfillment. Eliciting and clarifying their essence and passion to define what they would love in life, Lisa works with people to transform that 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 explained, “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, Lisa provides a competent and compassionate sounding board for her clients, enabling them to build a strong platform to help develop strong financial foundations and develop their desired lifestyle.
Consultations
Lisa's consultations vary depending on the client and where they are at. For well over 10 years she has been talking to a broad range of people. Her clients range in age from late teens to those well over 70 and come from very diverse backgrounds; Gen Ys, professional people, business owners, full time investors, young families, empty nesters, etc. One thing they all share is a desire to move forward financially and positively to change their current financial position. Whilst Lisa's clients are focused on becoming financially free they are more focused on living a lifestyle that they want. Some of the clients she has worked with over the years include those:
- At the beginning of their working careers who want to build solid financial foundations early on
- Struggling with mounting debt and want a practical plan to get on top of it
- Wanting to feel confident about managing your money but not sure how to get ahead
- Wanting to set up an investment strategy but not sure where to start and what the options are
- Needing help to determine what lifestyle you want and how that might play out in your finances
- Wanting to change your current lifestyle and need to restructure your finances to do this
- Wanting an independent person to review your current investment strategy and suggest options for improvement
- Who are wanting to start a new business or have just started one and need some direction
- Who have inherited some money or come into a windfall and would like an independent review of what options are available to you
- Need help developing a financial plan for retirement
- Who are in a business but feel they need some help to get it to the next level or make the business more profitable
- Needing to restructure your business to make it better suit your desired lifestyle
- Looking at taking on a business or investment partner and not sure of the advantages and disadvantages and what to look for
- Already in a partnership that is not working and would like some guidance
- In the process of getting divorced or separating from a partner and would like to talk through a financial settlement before you incur the expense of lawyers – this can be done separately or together (if you are on good terms)
- Wanting to ensure you are maximizing the value you get out of each paycheck
Contact us now to make a booking.
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.
|
|
|
|
|
|
