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Welcome to the website of Peak Portfolio Management Ltd.  We offer financial advice to individuals and trusts in New Zealand. 

Please read our Primary Disclosure Statement which complies with the initial disclosure requirements under the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.  

Peak Portfolio Management Ltd is based in sunny Hawkes Bay and owned by Shelley Hanna, an Authorised Financial Adviser FSP12241.  Here you can read about the financial advice services we offer.  Our special area of expertise is wealth accumulation and portfolio management for New Zealanders tailored to meet their personal goals.  We work with individuals to build an investment portfolio over their working life, directly and/or through KiwiSaver. 

We always put our client's interests first.  We take plenty of time to find out your goals and objectives so that the investment strategy is appropriate for you and reviewed regularly as your circumstances change. 

We provide advice rather than selling products.  You can read more about our advice philosophy here.  You can also read recommendations from other clients here.


This website is operated by Peak Portfolio Management Ltd and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue.  Peak Portfolio Management Limited is using the KiwiSaver trade mark and logo under licence from Inland Revenue.  To view the official New Zealand government website, please click here