SEE ME TO TALK ABOUT:
- Paying your mortgage off faster
- Growing your wealth
- Getting ambitious with your financial strategy
- Mastering property investment fundamentals
- Preparing for retirement
FINANCIAL ADVISER & HEAD STRATEGIC COACH:
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 is a senior coach with a decade of experience as a Financial Adviser and now supports with mentoring newer coaches to share her special sauce. Her joy comes from helping clients to understand that they can balance living a happy life now, while getting their strategic game plan ready for the long term.
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 unexpectedness life curveballs thrown her way – shows that she walks the talk and can support her clients to find solutions that suit their financial goals.
Shelley not only sees clients on-on-one, but also provides public-facing webinars and presentations, as well as helping support employers with their employees’ financial wellness. No matter your age and stage, she understands how you can play your cards right so you can live a happy life and achieve long-term financial success.
The number one thing Shelley wants to hear you say is “I recommend you to all my friends,” – praise she hears often.
WHAT SHELLEY’S CLIENTS SAY ABOUT WORKING WITH HER:
- “I really enjoyed how easy it is to understand and making a topic that’s so daunting become approachable.”
- “Shelley was great to talk to, easy to get on with and knows her stuff. I felt comfortable straight away. She explained everything really well and took the time to get to know me and my situation so I feel confident moving forward with a program.”
- “Shelley keeps my ship steady and gives me great confidence.”
- “Shelley was warm and friendly, as well as direct and clear. She took her time to listen to us and understand our situation. She was very insightful, and provided clear steps forward. She even went over our allotted time so we could wrap the consultation up cleanly, which we really appreciated!”
