Who Are We
The Pension Man Ltd was established in 2005 to provide specific advice to British migrant and returning Kiwi “ex-pats” primarily on UK/NZ Pension transfers. Russ Devin, the sole director, had specialised in this area in the UK before returning to New Zealand. With the need to be able to provide a wider service to clients (if required) he joined forces with Acumen Inc Ltd, a well established and reputable New Zealand Financial advisory practice.
Russ Devin – The Pension Man
DipPFS
Russ joined the finance industry with Mutual Life & Citizens (MLC) in August 1964. He became an underwriter at 19 and deputy Claims Manager at 21.
Looking for wider horizons he left for his big OE at 25 and has just returned 32 years later!
In the intervening years he became an underwriter then a manager of a New Business department. He then spent 21 years as a successful sales consultant with Prudential.
Russ then began a career as an independent Financial Adviser – dealing in all matters of financial planning with an emphasis on retirement (pension) planning. Russ’s last few years in the UK concentrated on providing advice to people migrating to New Zealand.
Russ holds the Advanced Financial Planning Certificate (AFPC) , is a member of the Personal Finance Society and holds the DipPFS by examination.
Russ is registered with the UK regulatory authority (Financial Services Authority, FSA) – as a pensions transfer specialist.
Contact Details
Phone: 64 9 921 0444
Mobile: 64 21 740 905
Fax: 64 9 921 0443
Email: russ@thepensionman.com
Lisa Dudson – Director of Acumen Inc Ltd
ASM, CFP, BBS, GradDipBusStud(Personal Financial Planning)
A successful investor and business person for many years Lisa is a director of Acumen Inc, a financial consulting company, Saturn Invest who specialise in portfolio management, and the Avana Group which provides quality property investments for those looking to grow long term wealth. She is the co-founder of the popular website www.moneyTV.co.nz which offers free tips and information on personal finance and investing.
Lisa is the author of many books including The Complete Guide to Residential Property Investment in New Zealand (which spent 26 weeks on the best seller list), Get your Head out of the Sand, Winning the Money War and Property Investment that Stacks Up. She has written articles for numerous publications, writes a regularly for the Womens Day, NZ Property Magazine, YahooXtra and msn, has appeared on radio and TV, is the financial adviser behind the popular Money Man TV show, runs courses on property investment and personal financial planning, and is a respected seminar speaker
Lisa is a Certified Financial Planner and the winner of the 2003 Inaugural Young Financial Planner of the Year. She has previously been Vice President of both the Auckland Property Investors Association and the New Zealand Property Investors Federation, and Secretary of the Auckland Institute of Financial Advisors.
Contact Details
Phone: 64 9 921 0444
Mobile: 64 21 486 000
Fax: 64 9 921 0443
Email: lisa@acumen.co.nz