"Your time is limited, so don’t waste it living someone else’s life."

Steve Jobs

ABOUT US

Expert Financial Advice

Lisa Ridout

Financial Adviser
082 550 2008

Jillian Petersen

Personal Assistant

"Financial Products” are complex and confusing and often, without proper guidance, you may find yourself frozen and unable to make important decisions. It’s important to find someone to guide you along this journey as early on in life as you possibly can.

I’ve always had a passion for helping people. Starting out my professional life as a qualified nursing Sister, I saw the wider scope that life and our choices play in our overall health. It’s not about helping people when they’re sick, but helping people avoid getting sick altogether. Often, this starts with how we make, protect and share our wealth. . My main goal is to maintain and increase your lifestyle, and ensure that you and your family are taken care of in the unforeseen events of life.

Having travelled the world I have experienced many cultures and lifestyles and love the complexity and diversity of life choices available to us. I treasure each person’s uniqueness and respect their goals and ideals. I have positioned myself and my team to be a guiding hand with a reliable and dependable knowledge of appropriate financial solutions to perfectly fit these goals and ideals. It’s much like a pilgrimage; guiding you through your journey of discovering and creating meaning, enabling you to make informed decisions and ensuring you are empowered, responsible and able to follow through.

Don’t let those who have forgotten how to dream stop you from doing so… let’s embark on this journey together and make your dreams come true!"

LATEST BLOGS

Updated every week to keep you informed

“Every risk is worth taking as long as it’s for a good cause, and contributes to a good life.”

Richard Branson

YOUR FINANCES

Helping you choose the right products to create a portfolio that will fit the life you want to plan

"Most people don't plan to fail, they fail to plan."

John L Beckley

TESTIMONIALS

Hear it from my clients

Lisa is THE BEST!!

We have been dealing with Lisa for over 20 years She is professional, caring and knowledgeable. Our previous advisor made it so complicated, Lisa unravels the mystery and translates it all into simple, understandable language.

Anon

I’m one of the over 70’s – thinking I’ve been there and done most of it. Years of associations with life insurance companies and investment brokers – and some who really lived up to the “ broker” part ( cost me plenty – nearly broke me!) have not been a life fulfilling experience. I was introduced to Lisa at Plan4Ever while assisting a client of mine.

Not exactly a “ hallelujah” moment – but (I am an accountant) and time has proved me wrong.

Here is a company that does it right – paperwork is 100% - answering questions and concerns – proper answers (getting back with information quick and correct) is just what a broker is supposed to do !

Nice to be on board. Keep it going – For Ever!

Les W.

(C.A. SA)

"Innovation distinguishes between a leader and a follower."

Steve Jobs

CONTACT ME TODAY

Need to get hold of me? Just fill out this form and I'll contact you!

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