Reviews of Acumen with Lisa Dudson. (Financial Consultant) in Waitara (Taranaki).

Acumen with Lisa Dudson

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Financial Consultant

Financial consultant

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Information of Acumen with Lisa Dudson, Financial Consultant in Waitara (Taranaki)

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Reviews of Acumen with Lisa Dudson

D.

Lisa always offers us valuable alternative perspectives. Her wisdom keeps us on track for our goal of achieving financial independence as well as a comfortable and enjoyable retirement. What we value most is that she focuses not just on the money, but also on how you want to live your life. We unreservedly recommend her to anyone seeking best in class financial advice.

A.

Lisa Dudson has been my financial advisor since 2017, and I cannot recommend her highly enough. In the first instance, my meetings with Lisa helped me to see my spending habits more clearly, take stock of my financial situation, and set goals for the future. Over the last year I have been mentored by Lisa to learn about the ins and outs of purchasing property, and have recently put a downpayment on an investment property. Under Lisa's friendly guidance, I have become more educated about Insurance, budgeting, and investing. As a result, I have become more confident in my ability to manage my money, and am well on my way to achieving my short and long term financial goals. Go see Lisa- you won't regret it!

J.

Lisa is a breath of fresh air when you are navigating financial decisions, she listens and helps you with sound guidance that makes sense to your personal situation. It was refreshing to know that she genuinely loves helping people to get themselves in better financial positions and so you can trust her. I would recommend Lisa in a heartbeat for down-to-earth and practical financial advice that you can trust. Thanks Lisa for making my future plans much more exciting.

E.

I have attended a few of Lisa’s 2 hour seminars at the Auckland Women’s Centre. The first time I attended I realised that the only thing stopping me from achieving my financial goals was actually me and my lack of focus around saving. I was already good with money but now I am GREAT with money. In that session, Lisa changed my life through changing the way I viewed money and therefore my relationship with it. I now have multiple savings goals, great holidays, my own house and I feel competent and confident in handling my finances.

C.

Lisa was very focussed on addressing my specific concerns. She was informative, knowledgeable and helpful in terms of our situation as expats. She gave helpful advice and suggestions of areas to work on in terms of our share and property portfolios. I'd highly recommend her services and will absolutely use her again in the future.

J.

“The greatest thing about my original meeting with Lisa Dudson was, because she listened, prompted and made me feel so comfortable about ‘talking money,’ I actually enjoyed myself! This is a huge admission from a woman who had always ‘buried her head in the sand’ with regard to her finances. The thought of ‘facing the dollars’ had always been such a scary prospect. Lisa has the ability to instil the self-confidence required in order to make changes you know you must make. She also recommends easy steps to achieve those changes. Now – a number of years later, I thank Lisa from the bottom of my heart for that first meeting... and I still call upon her when I need great 'down to earth' advice. I sometimes find it amazing that I’m now living in my beautiful, mortgage-free home and actually enjoying keeping track of my accounts!

N.

My husband was always a bit hesitant about seeing a financial advisor. I brought him to see Lisa and he loved her! She found ways to get him interested in our finances and now he is more engaged and has a reason to follow our plan. He can see our future.

J.

Lisa is very straight to the point, she didn't waste any of your time. She can oversees your overall financial position very clearly. She points out your weakness and find out the solutions for you. She is very wise and very easy to deal with. Highly recommended!

G.

Lisa, I really value you and the wisdom you have shared with me over the years. Your clarity and simplicity are strengths that you have. I have often reflected back on the things that you said as my own knowledge and experience grows. It gives me a lot of encouragement that I can achieve my own goals too. You have no idea how much of an inspirational and empowering role model you are. I’m very grateful for you in my life. Thank you, Lisa.

P.

Lisa offers straight-forward, no-nonsense thoughts on managing money and creating wealth. Incredible knowledge and easy to follow advice. Can highly recommend.

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