Oliver was looking for environmentally friendly and socially responsible investments....
"Lyn Bell has assisted me with my investment decisions ever since May 2001 and I have not once had cause to be disappointed with her advice. 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. On top of all this, 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."
Oliver Hoffman, Kohimarama/Auckland
The Brechins had been unhappy with their old fund....
"We recently asked Lyn Bell to review our superannuation investments. We knew our superannuation wasn't making a good return but did not have the time or knowledge to seek out a better scheme. The fees we were paying were exorbitant and from our twice annual statements we could see we were going backwards. Our advisor from the superannuation company seldom contacted us with suggestions or advice.
"Lyn promptly analysed our superannuation scheme and suggested better alternatives. It was staggering and upsetting to find out how poorly our money had been invested. From Lyn�s suggestions we chose to withdraw from our superannuation which we had been paying into for over 15 years and redeposit it with another company and the results were instantly shown. This process was done very simply. Lyn liaised with the superannuation companies and our bank to effect the changeover. We never experienced any problems changing schemes.
"We highly recommend Lyn to anyone needing independent financial advice. Her knowledge is shared with honesty and efficiency. We only wish we had contacted her earlier."
R and S Brechin, Christchurch
"Just to let you show our appreciation for all you have done for us".
R & J H. Christchurch.
Chris wasn't sure if KiwiSaver was for him...
"I'm a happy KiwiSaver client. Until I met Lyn I was unsure about KiwiSaver. She has answered all my questions fully and helped me to understand the benefits to me. One of the things I like about Lyn is that although she represents a number of different companies she helped me choose the one provider that would best suit my needs. She made the process an easy one.
"I'd recommend Lyn to anyone wanting advice from KiwiSaver through to full financial planning."
Chris Phillips, Sweet Inspirations, Christchurch
Bob's view: Personable, Expert, High Integrity
"I have received financial advice and service from Lyn which I felt was complete and professional. I thought she personally went the extra mile at the time and events since have borne out that view."
"Top Qualities: Personable, Expert, High Integrity"
Bob Boyce, of Bob's Heat Pumps in Christchurch
"The guidance we have received has been invaluable- to our financial planning.
"Lyn has always been up front and honest with any questions we have thrown at her. Lyn has broadened- our opportunities to invest our monies in a variety of plans."
Joanne D, Sales Manager, Auckland.
"Lyn met me a couple of years ago when she called about some investment, insurance and financial advice. From day one we became not only business associates but also good friends. 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.
"When Lyn asked me to give her a few lines about her I counteroffered by asking her to become involved in diversifying in business together as a team. That is how much I trust her. With integrity like hers she makes 1 + 1 = 11 and not 1 + 1 = 2."
Giri Gupta, Business owner, Auckland.
"Thanks for looking after my financial affairs for me - I feel I can comfortably forget about them and get on with other more interesting things."
Cathy P, Language tutor, Auckland.
"I have known Lyn since 1997. Lyn is a close family friend and in the last two years has been my financial advisor.
"Lyn is an honest, trustworthy, reliable and hardworking businesswoman. I have always found Lyn to be thoroughly professional, both in her personal presentation and when representing, as a financial advisor".
Jackie T, Auckland.
"I trust Lyn's advice explicitly as she has proven herself ten-fold in my opinion and I would not have any hesitation in recommending her to anyone needing sound financial advice."
Trudi V, Queenstown.
"Lyn has made everything appear to be so easy and I have Appreciated her wonderful assistance. She has introduced me to new areas of investment, which have given me a greater return. I have no hestitation in recommending her".
Connie W, Auckland.
After a bad experience with an Insurance Adviser Julie felt she found what she was looking for this time round....
"I would like to thank you for all of your expert advice when recommending the appropriate insurance for me. I commend you on your extreme patience and stick ability during this process. I know I created a challenge due to weighing everything up for so long as I had experienced distain from a past broker and wanted to be 100% sure this time. 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. "Thank you once again." Julie Emmerson, ex-Director, Ciao Bella City Hair Designers, Auckland
Past advisers had made investing sound so complicated and hard to understand....
"Lyn Bell has been our financial adviser since 1999. "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. "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. "We were very sad to hear that Lyn was departing for a new life in Christchurch but will be happy to continue using her services and wish her well in her new city. "We have no hesitation in recommending her to anyone planning their financial future." Gary and Marion Lyons, Director of Flair, Distinctive European Fashion, Auckland
A review resulted in a win for this couple!
A review of insurances when doing a financial plan paid off for this Christchurch couple when they got a refund of overpaid premiums!
"Amazing!!! - it feels like we've won lotto! Thank you so much for all your hard work...and persistence. This is a fantastic outcome and we can't thank you enough. You have really made our weekend.".....A nice outcome with nearly $2,500 refunded!