Director, Saturn Advice
Lisa is an Associate Member of CFA Society New Zealand
What are some of your career highlights so far?
I made my first investment when I was 16 and in my late 20s I turned my hobby of investing into a career. I am fortunate that it has proven to be very rewarding and allows me to live a very fulfilled and interesting life. For someone who immensely disliked English at school it’s pretty cool that I have now written 10 books on personal finance and property investing. The wonderful thing about this is, as its certainly not about the money, it is how you can help educate people about money and investing.
What do you like most about your job/industry?
Freedom of choice has always been my motivator and I have found that it is similar for my clients and money allows this. Through my writing, speaking and over 20 years in my businesses in financial services it has been amazing to be able to help people grow their wealth so that they have more choices in life to do the things they want. I regularly have people tell me what a difference I have made in their lives and very few things top that!
What are your interests outside work?
I have travelled to over 80 countries and spend a few months overseas each year. I also love yoga, the gym and am a pretty good cook which my partner and friends love.
Make a prediction for 2024
I have never been one for predictions as I tend to focus more on the here and now – the things you can control today. Themes are likely to be: financial advisors will need to be more holistic in their approach and not just focus on markets, increasing demand for independence and transparency, with these in mind I am proud to be a director and shareholder of Saturn Advice. Our advisers are on fixed incomes having no product interest so we are well positioned for this.