"Investing can be complex. My aim is to simplify the process, ensuring my clients feel confident and comfortable with the solutions recommended."
Meet Lynette
Lynette is a Certified Financial Planner adviser with over 20 years of experience in New Zealand. Holding an Honours degree in Commerce and a Financial Planning Diploma, she’s passionate about helping others achieve their financial goals.
Lynette focuses on creating tailored plans that provide a strong foundation for financial independence and protection against life’s uncertainties. She believes that lasting success is built on strong, trusting relationships, and her mission is simple: to make investing straightforward.
Outside of work, Lynette enjoys spending time with family and friends, indulging her passion for cooking and baking. When she’s not in the kitchen, she loves exploring the great outdoors.
