Meet Shelley, your local adviser

Shelley is an integral part of the NZHL Taupo, Papamoa and Taupo teams and has been since 2014. Shelley is passionate about helping our clients get ahead financially, whether it be by supporting clients with retirement plans, helping young families manage their monthly expenses or assisting clients with property purchases.

Shelley holds the NZ Certificate in Financial Services ( Level 5) and continues to expand her knowledge when the opportunity arises. As our team has grown over the past few years, Shelley has taken on the role of Operations Manager ensuring the smooth running of the office as well as continuing to support our clients with their financial goals

A disclosure statement is available on request at no charge by emailing me.