Kelly has over 15 years’ experience in the financial services industry, primarily in Retail Banking and Portfolio Management which enables her to bring to the table a broad depth of knowledge and experience that is respected amongst clients and peers.
She specialises in...
Wealth Management & Accumulation
Portfolio Management
Investment Advisory
Retirement Planning
KiwiSaver
Kelly is an investment specialist, assisting clients to create, protect and/or grow their wealth in order to achieve their long-term financial goals.
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