Lisa Hulena

Personal experience has taught me that having good advice and financial stability when you need it is what eases us all through hard times.

With more than 20 years of experience in the Financial Services industry, I began my career as part owner of Apex Advice Hawkes Bay in 1998. My initial focus was administration and the running of the business, however after a life-changing event, this saw me catapult to being an adviser.

My objective is to make sure that your current way of life and your financial stability will continue, should one of your family or a key person in your business suffer an untimely death, major trauma, disability, or poor health.

I am passionate about ensuring that my Clients are protected against the unknown and that they have a plan in place to meet their needs. There is no greater reward than making a positive difference to the lives of my clients.

I have three active sons who I love spending time with. In my spare time, I enjoy socialising with a good group of friends, walking, cross fit, sports, and when time permits traveling.

Our advisers are Specialists in their chosen areas, but they work closely with other Specialists within Apex Advice to provide you with tailored and holistic financial advice.