Shelley Palman

Strategic Coach


Shelley Palman

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, but a healthy dose of accountability.

A background in corporate insolvency has given her an 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, will always do her best for them, and will be on the journey alongside them.

The number one thing Shelley wants to hear you say is “I recommend you to all my friends” – praise she hears often.  


Financial adviser

Contact Us

Level 2, BDO Tower

19 Como Street

Takapuna, Auckland


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