Eliza is the founder and a senior consultant at ivesta Advisory – an independently owned boutique financial planning and advisory service. Ivesta Advisory is supported by an award-winning national licensee, Dover Financial Advisors.
She is passionate about helping her clients to obtain financial independence, in a way that is aligned to their personal values while having a positive impact in the world. She is dedicated to helping people invest ethically and directing more capital into responsible and sustainable assets, providing both strong returns and supporting the world we live in.
Eliza comes from an extensive background in financial advice and property investment, gained after fifteen years involvement in New Zealand, United Kingdom, and Australian markets. Eliza’s advice philosophy supports conservative wealth strategies (no pie in the sky approaches), without undue risks or worry. Ivesta assists people who are time poor and looking for an effortless experience in managing their financial affairs.
Ivesta operates a fee for service structure with commissions rebated and provides a full suite of financial services integrating strategic financial advice, investment advice in responsible and sustainable assets, superannuation planning, debt management, personal insurance advice, and property investment.
Eliza believes investing is important not only for the long-term financial security it can offer but for the positive contribution it can have socially and environmentally.