07/10/2026
Shelley does not mince her words – and that approach is one of the many things her clients love about her! She’s genuine, direct, and helps her clients achieve their financial potential by not only providing great advice for their bold strategic moves and future planning, but also a healthy dose of accountability.
With 20 years in the finance industry in both New Zealand and the UK in her back pocket, including in insolvency, she has insight into what happens when it all goes wrong – and by contrast, now relishes the positive impact she has on people’s lives.
She loves seeing the penny drop for a client, when they realise their plan is taking them where they need to go. Shelley forges great relationships with her clients – they know she genuinely cares and will always do her best for them.
Beyond experience in the finance industry, Shelley’s personal financial journey as an (almost mortgage-free) homeowner and property investor – with a few unexpected life curveballs thrown her way – shows that she walks the talk and can support her clients to find solutions that suit their financial goals.