Helping you succeed in life's financial journey

Lisa Bentley

Investment Adviser

Financial Adviser Registration number: FSP768453

We were delighted to welcome Lisa to the Cole Murray team at the end of 2020. Her specialty is helping clients with their financial planning, KiwiSaver goals and wealth generation for retirement.

Lisa graduated from the University of Canterbury with a Bachelor of Science majoring in Psychology & Statistics and is an Authorised Financial Adviser (AFA) with her NZ Certificate in Financial Services (Level 5). She has also experienced owning her own businesses, a nanny agency she set up in London in 2001, and Auckland and Wellington in 2006. Lisa sold the nanny business in 2018 and invested in a payroll business which is now on the NZX as a listed company.

Lisa moved to Hawkes Bay in 2016 with her young family and loves the lifestyle they have living on a stone fruit orchard. She believes it is a good balance living the good life on an orchard amongst fruit trees, dogs & chickens, kids on bikes & motorbikes and then looking at financial options for her clients while at work.

Outside of work Lisa Chairs the Heretaunga Women's Centre and sits on the board for Haumoana School where two of her three children attend. It is a busy life but one she loves, as being involved in the community is important to her and her family. She is currently working for Cole Murray 3 days per week.

Lisa loves working one on one with clients to ensure their future success and has a wonderful ability to keep things simple when at first, they appear complex and unachievable.

Please get in touch with Lisa to discuss how she could help you develop a financial plan that meets your needs & goals for the future.

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