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Welcome to the website of Peak Portfolio Management Ltd. Before proceeding, 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 services we offer to investors. 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.
Would you like a FREE no-obligation review of your investment portfolio or KiwiSaver scheme?
Contact us by phone or email.
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. We are upfront about all costs, and are always looking for ways to reduce the cost of investing so that investors can enjoy a higher return on their funds. Our aim is to deliver 'better than bank' returns with an emphasis on capital preservation rather than chasing high returns. More importantly, we encourage you to talk about your goals and provide you with the information you need to make smarter financial decisions. You can read more about our investing philosophy here. You can also read recommendations from other clients here.
Initial meeting FREE and without obligation.