Karen Lane
PGDipPFinPlan (Waikato), CFP
CM
Financial Adviser, Dunedin
For Karen Lane, being a Financial Adviser is about making her clients feel listened to and understood. Whether looking for investment choices or advice for retirement planning, Karen is passionate about empowering her clients with financial plans that are tailored to them.
With over 25 years in accounting, banking and insurance, Karen draws on her experience to create strong financial plans for her clients. Joining the NZFP team as a Financial Adviser in 2016, Karen provides personal financial planning, while also reviewing plans from fellow NZFP Advisers.
Based on the beautiful Otago Peninsula, Karen works with clients throughout Dunedin and Otago. To her, success means making a positive difference in her clients' lives. Providing a personal level of care and expertise, she makes sure every client gains clarity and confidence in their financial future.
Discovering the little details that make a big difference
With her broad scope and expertise, Karen enjoys taking a closer look at all the elements that affect a financial plan. From lifestyles choices, to family situations, to future goals, she knows that no two clients are the same.
Working with a variety of clients, Karen prides herself on her ability to pick up on subtle nuances and little details that matter. She achieves this by listening closely to her clients, carefully considering what is important to them.
“When talking with clients, I listen closely. My client might mention something in passing and a lightbulb will go off in my head. Learning those little personal details means I can create a plan that’s perfect for them.”
To Karen, being a Financial Adviser isn’t about ticking boxes. It’s about understanding her clients so she can create a plan that makes sense to them.
With a caring and honest approach, Karen encourages her clients to be open about their questions and concerns. That way, she can develop a sound plan and give them the confidence and peace of mind they’re searching for.
“I love helping people. I’m good at analysing their needs and putting a solution in place. I see all the important things that make up the big picture.”
Hear what Karen's clients have to say…
“Karen is very approachable and honest. I came into some inheritance money and was looking to invest. I had heard great things about Karen so approached her straight away. I wanted to put the money somewhere safe and Karen understood what I needed and made the whole process easy and efficient. I would recommend Karen to anyone!”
Chris
