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    Author: Money PuzzleHome

    A BCom graduate from the University of Notre Dame in Perth, Australia and a finance post-graduate from ICFAI, her professional experience spans 18+ years across financial services including wealth management, asset management and finally as a personal finance writer for the last decade. Combining her two passions, writing and personal finance came naturally and now she feels the need to share her ability to see through financial solutions with those who need it the most. The content on MoneyPuzzle.in, is directed towards young earners or any curious mind, who want to understand the ‘why’ of their daily financial decisions. As a financial coach, Lisa endeavours to empower individuals in their 30s and 40s, in transforming their money relationships. Lisa also writes extensively for digital media and personal finance outfits, has moderated finance-related panels and has been invited as a speaker not just for financial subjects but also as a writer. Enriching one’s financial life by giving candid insights is what she strives for through her various undertakings in the field of personal finance.

    Don’t opt for return of premium term life policy

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    by Money Puzzle   ·  November 2, 2020   ·  
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    A lot has been written in our Insurance segment on why traditional plans like money-back policies and endowment life insurance policies are the worst kind of investment.

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    The joy in receiving

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    by Money Puzzle   ·  October 20, 2020   ·  
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    Today my children overheard that I was planning to get a new phone. The old one is on its last leg and before it conks off, I should have one in place. I expected that they would be excited about a new gadget as all young children are, but...

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    My Friend Money, with 2Blue

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    by Money Puzzle   ·  October 14, 2020   ·  
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    It’s a conversation with a passionate musician about his journey and his money relationship. Awkward! Passionate people don’t like to discuss money and 2Blue was...

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    Can we ever be prepared enough?

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    by Money Puzzle   ·  October 9, 2020   ·  
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    In the last few months, we have all had some bad news to deal with. Personally, I feel lucky and grateful that I don’t have much to complain about. The six months gone by have been challenging for sure, but we have pulled through well with...

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    Ep 11: Important lessons in leftovers

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    by Money Puzzle   ·  September 23, 2020   ·  
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    Now that you have a basic structure in place for your money life, it’s time to focus on what we left out. The leftovers are just as important as the main text, some may say that they are even more important than the main text as they...

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    Ep 10: Managed funds to help you create wealth

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    by Money Puzzle   ·  September 9, 2020   ·  
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    In the previous episode, we spoke about using equity shares to create long term wealth. Phew! All that research and due diligence in stock selection is a lot of work, especially if you are not acquainted with the nuances of equity shares...

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    Ep 9: Creating wealth through equities

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    by Money Puzzle   ·  August 28, 2020   ·  
    1 comment

    There are many assets and financial products which can help you create long term wealth; this blog will focus on the one that I prefer in my personal long-term portfolio – equity shares.

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    Ep 8: Investing for safety

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    by Money Puzzle   ·  August 17, 2020   ·  
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    If safety is the priority then the type of investments you pick will be slightly different from what you need to create and grow your money. What you need to understand though is that safety comes at a price too. The price usually is low returns. At the same time...

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    About Lisa

    Money Puzzle

    A BCom graduate from the University of Notre Dame in Perth, Australia and a finance post-graduate from ICFAI, her professional experience spans 18+ years across financial services including wealth management, asset management and finally as a personal finance writer for the last decade.

    Combining her two passions, writing and personal finance came naturally and now she feels the need to share her ability to see through financial solutions with those who need it the most. The content on MoneyPuzzle.in, is directed towards young earners or any curious mind, who want to understand the ‘why’ of their daily financial decisions.

    As a financial coach, Lisa endeavours to empower individuals in their 30s and 40s, in transforming their money relationships.

    Lisa also writes extensively for digital media and personal finance outfits, has moderated finance-related panels and has been invited as a speaker not just for financial subjects but also as a writer.

    Enriching one’s financial life by giving candid insights is what she strives for through her various undertakings in the field of personal finance.

    The Three Whys

    Why Invest?

    March 28, 2019

    Why Insure?

    March 27, 2019

    Why Save?

    March 27, 2019

    Expert Bytes

    Diamonds in the Dust – ...

    November 30, 2021

    She owned her mistakes and ...

    August 14, 2021

    Money Puzzle

    There is no dearth of information on financial products. Various broking sites, aggregators and media websites and loud and clear when it comes to telling us what is out there and how to go about buying something. What we are left wanting for is an understanding of why we need a particular financial solution or security. This is where moneypuzzle.in steps in, to resolve your money jigsaw.

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