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Peak Portfolio Management Limited was established in 2003 to offer financial planning and portfolio management to residents of New Zealand.  It is a sole practitioner business run by Shelley Hanna.

Shelley Hanna AFA CFPCM

Shelley has a multi-national background, having lived and worked in South Africa, the United Kingdom and New Zealand. She holds a BA degree from the University of Cape Town and a Post Graduate Diploma in Education. She worked as a high school teacher for several years before emigrating to New Zealand.

In 1993 Shelley joined a financial planning company in Dunedin and commenced extra mural study for a Diploma in Business Studies (Personal Financial Planning) through Massey University. In 1996 she was awarded the FPG/Westpac Study Progress Award for her excellent results.  In 1998 she moved to Hawkes Bay with her husband and two children, and joined the Napier office of a national financial planning group. She is an Authorised Financial Adviser under Section 55 of the Financial Advisers Act 2008 to provide financial advice and investment planning services.  Shelley's Financial Services Provider Register Number is FSP12241. 
 
Shelley is part of a select group of advisers working with NZ Funds Management Ltd.  NZ Funds takes an integrated approach to wealth management, supported by independent client-focused research, local and international specialist managers and interactive wealth technology. 
Shelley as a special interest in financial literacy.  She is a facilitator who delivers Sorted programmes run by the Commission for Financial Capability.  These face-to-face courses are held in workplaces and community groups and encourage people to change the way they think about and manage their money.

Shelley is a member of the
Institute of Financial Advisers
 and Women in Super (NZ) Inc.  She attends regular conferences and industry events to keep up with the changing legal and regulatory environment.  She writes a weekly KiwiSaver column for the Hawkes Bay Today newspaper.


Shelley is active in the Hawkes Bay community. 
She has completed the Budget Adviser Introductory Course through the NZ Federation of Family Budgeting Services.  She currently serves on the Management Committe of the Hastings Budget Advice office.

In 2005 she set up an exercise and support programme for breast cancer patients in Hawkes Bay.  This has led to a new programme called Moving On.  Also in 2005 she and her husband Bruce took part in a challenging 500km cycle across Vietnam and Cambodia, to raise money for Oxfam.  She completed the New Plymouth marathon in 2010 and has been a competitive masters swimmer.

Working from home, Shelley meets with her clients in their homes or in her quiet office on the family orchard on Longlands Road in Hastings.