CHRISTCHURCH CENTRAL: Lyn Bell

Lyn Bell is a CERTIFIED FINANCIAL PLANNER CM and a member of Christchurch Central Venus Club.

Mission: “Coaching everyday New Zealanders to understand finances and show that everyone can benefit from a Financial Plan, not just the wealthy”.

You don’t need to be rich to invest but you do need to invest to be rich.

Lyn Bell & Associates
Contact: P O Box 38094, Parklands, Christchurch 8842
Phone: 03 3870219, Mobile 021 618 104

www.soundfinance.co.nz

As a Financial Planner it is my role to help you achieve the lifestyle of your choice and to ensure that the wealth you work so hard to put together stays together.  This is achieved by planning solutions, through investments and insurances, to help protect you from life’s unforeseen events and to help you build your future income stream.

Seminars and workshops are to be held during the year so please make sure you register your interest.

Why choose Lyn Bell?

I will take time to identify your needs and try to find the best solutions to meet those needs.

Here’s a testimonial from happy client: Julie Emmerson.

“I was very impressed with your ability to hear my exact needs and tailor the correct insurance to suit those. Your lovely understanding yet professional manner allowed me to trust your advice and I would recommend you to any of my colleagues.”

Socially responsible investor Oliver says:
“My particular interest involves environmental and social concerns and I have been most impressed that Lyn takes these concerns seriously and has always gone that extra mile in order to satisfy my requirements.”

Solutions are presented in a clear and easily understood manner and I keep you up-to-date and informed.

Here’s what Gary and Marion Lyons have this to say:

“Before meeting Lyn, my husband and I had experienced one or two advisers but none had made investing sound understandable with their use of jargon and unfamiliar terms. Lyn has always made things easy to understand and kept us up to date and fully informed without any prompting from us.”

And Oliver: “…she has an exceedingly patient manner and has always been able to explain investment terminology to me in such a way that I, as an investment novice, have been able to understand easily. Thank you very much, Lyn – from one very satisfied customer.”

The Lyons’ continue:

“One thing that has impressed us about Lyn is that she is constantly studying to upskill herself to have solid background qualifications to back up her long practical experience.”

In 2005 I achieved the FPIA Education Award (Canterbury Branch) and in 2006 became a registered CERTIFIED FINANCIAL PLANNER CM

I review your situation periodically and my services are totally confidential.

Businessman G. Gupta says:
“To me Lyn is another name for dedication, loyalty and devotion. I have learnt a lot from her. If someone wants to throw a challenge about her integrity and honesty, I will rebut it with full force.”

Advice is unbiased — I am not tied to any institution. I am a member of SIFA (Society of Independent Financial Advisers), an organisation which aims to ensure that its members provide the public with independent financial advice while upholding the highest professional and ethical standards.

Money is not handled directly — giving 100% confidence that money is invested as instructed.

A Disclosure Statement is available on request and free of charge.