Lisa Hulena

Apex Advice - Hawke's Bay


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

With more than 20 years' experience in the Financial Services industry, I began my career as part owner of Apex 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 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, sport, and when time permits travelling.

Contact us

Address: Level 1, 33 Havelock Road, Havelock North
Postal address: PO Box 8241, Havelock North 4157
Phone: 06 835 4660


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