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Welcome to the website of Peak Portfolio Management Ltd FSP702451.  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.  Currently Shelley Hanna is not taking on new clients; this may change in 2021. However, KiwiSaver questions for her weekly NZME column are always welcome.

We provide advice rather than selling products.  Follow this link to read recommendations from other clients here.

Peak Portfolio Management Ltd has been granted a transitional FAP licence to provide a financial advice service.  This licence comes into effect on 15 March 2021.