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Welcome to the website of Peak Portfolio Management Ltd FSP702451.  Peak Portfolio Management Ltd FSP702451 holds a transitional licence issued by the Financial Markets Authority to provide a financial advice service. We offer financial advice to individuals and trusts in New Zealand. 

Please follow this link to read our full disclosure information. 

Peak Portfolio Management Ltd is based in sunny Hawkes Bay and owned by Shelley Hanna, 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.  Contact Shelley Hanna to discuss your investment needs, retirement planning and/or KiwiSaver.

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


Peak Portfolio Management Ltd has been issued a transitional licence to provide a financial advice service from 15 March 2021.