Welcome to the website of Peak Portfolio Management Ltd. We offer financial advice to individuals and trusts in New Zealand.
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.
What does it cost? Your first meeting is FREE and without obligation. If you choose to work with us, all costs are fully disclosed and agreed on. The value of our advice should exceed the cost many times over. We ask clients to give us feedback on the value of the advice they have received.