FA

Financial Adviser, Christchurch

Shelley enjoys working with clients to explore future financial possibilities. She learns what is truly important to her clients then works alongside them through the planning process so they are supported at every step.

Shelley is particularly passionate about helping her clients realise the goals that can be achieved through the planning process.

Planning provides greater potential and more options than most people ever thought possible. Shelley helps her clients throughout the process so they set up a plan that puts them in a position to get excited about their future. This is a particularly rewarding part of her work.

“Not knowing where to start often causes stress - my goal is to clear the clutter and help people achieve their dreams.”

Shelley strongly believes that getting a plan in place, is the best first step to gaining clarity and peace of mind. Some people have accumulated savings but feel they have waited too long to get a plan. Sometimes the most daunting aspect of planning is taking the first step – Shelley encourages those in this situation to give her a call.

Shelley places the highest value on building authentic relationships so that she can support her clients to achieve their goals, working with them every step of the way. It’s a great outcome when her clients feel proud of what they’ve accomplished.

“It’s about the clients - not about us. At NZFP, we truly want to help people and it’s exciting to see people’s goals come to fruition.”