Investment Matters

12/03/2026

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Question: Should I stop investing when markets are volatile?

Short answer: Usually No.

✔ Market ups and downs are normal
✔ Regular investing smooths out price changes
✔ Long-term focus builds better outcomes

Staying invested is often the hardest — and smartest — part.

Turn today’s questions into a clear plan — book a meeting NOW!

22/02/2026

Smart money isn’t about earning more — it’s about using what you already have, wisely.

Small choices today can create big financial confidence tomorrow.

Book a meeting NOW!

www.investmentmatters.nz

27/01/2026

Retirement might feel far away — but the choices you make today shape the freedom you’ll enjoy later.

NZ Super provides support, but having your own investment plan helps you live comfortably, not just get by. Small, consistent steps now can make a big difference over time.

Book a meeting NOW!
https://www.investmentmatters.nz/

27/11/2025

Financial literacy is key to making confident decisions — and that’s what is all about.

One of the most common questions I get as a financial adviser is —
“Which KiwiSaver fund should I choose?”

The truth is, there’s no one-size-fits-all answer.
The right KiwiSaver fund depends on your goals, timeline, and comfort with risk.

Here’s a simple guide to get you thinking:
- Conservative Fund – Best if you’re close to retirement or planning to withdraw soon (like buying your first home). Lower risk, lower return.

- Balanced Fund – Ideal if you want moderate growth but still prefer some stability. Great for medium-term goals.

-Growth Fund – Suited for long-term investors (10+ years). Higher risk but also higher potential returns.

Tip: The earlier you start, the more time your money has to grow — so review your fund regularly and make sure it aligns with your goals.

Need help finding the right KiwiSaver fund for your financial journey?
Let’s talk — I can help you choose the fund that matches your future.

Lisa Bentley – Financial Adviser
Helping Kiwis plan, save, and invest with confidence.

09/11/2025

| Building Strong Financial Habits

Financial health, like physical health, thrives on consistent effort. Start your week with intention by focusing on these three steps.

Sustainable progress begins with simple, repeatable actions.
Let’s make this week a step closer to your financial goals.

03/11/2025

Generation Alpha is redefining the future — of spending, investing, and innovation.
Born entirely in the 21st century and raised on AI, Gen Alpha’s values, habits, and digital fluency are already shaping the global economy.

Discover how this generation is transforming markets and what it means for investors:
🔗 investmentmatters.nz/insights/investment-megatrends-gen-alpha-the-generation-that-will-redefine-consumers-and-companies

Generation Alpha may still be in school, but they’re already shaping how households spend, how brands communicate, and how investors think. Born between 2010 and 2025 , they’re the first generation entirely born in the 21st century — the children of Millennials and younger siblings of Gen Z.

30/10/2025

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What’s the Difference Between KiwiSaver and Managed Funds?

This is one of the most common questions we hear.

Both are investment tools—but they serve slightly different purposes.

Want to learn more?
Visit www.investmentmatters.nz

22/10/2025

1: Protect Your Tomorrow 🛡️

Life is full of surprises—some good, some not so good. The right financial plan helps ensure your family’s future is protected no matter what happens.

With Lisa Bentley – Financial Adviser, you’ll get:
- Protection for what matters most
- Smart strategies for building resilience
- Peace of mind knowing you’re prepared

Tip: Don’t wait for a crisis to start planning—protection works best when you put it in place early.

Start safeguarding your tomorrow today.
Book your consultation now!
https://calendly.com/investmentmatters/lisa-bentley-meeting?month=2025-10

12/10/2025

: Build an Emergency Buffer!

Life happens—cars break down, kids get sick, jobs change. Having an emergency fund means you won’t need to rely on credit cards or loans when the unexpected pops up.

- Aim for 3–6 months of living expenses.
- Start small—$20 a week adds up fast.
- Keep it in a separate, easy-access savings account.

For more tips visit www.investmentmatters.nz

08/10/2025

Financial planning doesn’t have to be complicated.
With Lisa, it’s simple, comfortable, and made just for you.

Book your chat today!

Click https://calendly.com/investmentmatters/lisa-bentley-meeting?month=2025-10

Visit www.investmentmatters.nz

25/09/2025

Is KiwiSaver Enough to Fund Your Retirement?

For most people, the answer is no.
Here’s why:
🔹 The average KiwiSaver balances are too low to fully fund retirement.
🔹 KiwiSaver was designed as a supplement, not your entire solution.

But here’s the good news — with the right strategy, KiwiSaver can still be a powerful tool:
✅ Contribute more than the minimum (6%–10% if possible).
✅ Add lump sums when you can.
✅ Stay in a well-performing growth fund early on.
✅ Aim to retire mortgage-free.

✨ Do KiwiSaver smarter. Plan retirement better.
Work with Lisa Bentley – Financial Adviser to make sure your KiwiSaver is part of a clear, personalised retirement plan.

👉 Book your Retirement Strategy Session today.
https://calendly.com/investmentmatters/lisa-bentley-meeting?month=2025-09