FINANCIAL ADVISER & PERFORMANCE COACH:
Kelley’s impressive career is marked by steadfast dedication to helping Kiwis achieve financial success. She has held prominent roles including Head of Client Experience at Trustees Executors Limited and National Sales Manager and Head of Advice at Kiwibank/KiwiWealth. Her background strengthens her ability to provide personalised and empathetic coaching to her clients, ensuring they reach their financial goals.
Kelley has a genuine passion for empowering individuals to take control of their financial future. She believes in the importance of having open, honest conversations about money and planning for the future, which can often be challenging topics. For Kelley, the most rewarding aspect of her work is witnessing the positive changes in her clients’ lives as they achieve financial security and peace of mind.
Outside of her professional life, Kelley enjoys exploring the vibrant city of Wellington, where she has made her home. She loves catching up with friends, indulging in movies, dining at restaurants and cafes, shopping, and spending quality time with her family. Described as inventive, compassionate, and a little bit cheeky, Kelley brings a unique blend of skills and experiences to her role as a financial adviser and coach, making a meaningful difference in the lives of everyone she works with.
WHAT KELLEY’S CLIENTS SAY ABOUT HER:
- “Kelley’s kind and honest approach is unmatched. She met me with such candid confidence that allowed me to tackle my situation with ease, helping me move forward and create real change for myself.”
- ”Before meeting Kelley, I knew she would have my back. Her willingness to intently listen to my situation and craft a plan that suits my needs and lifestyle is appreciated. I highly recommend her services to anyone.”
