Shelly Joyes

About Shelly

Shelly Joyes joined Forsyth Barr Auckland in 2020, bringing over 25 years of experience in financial advice and relationship management for Private Banking, Commercial, and Investment clients in both New Zealand and Australia. Her focus is on strong communication, integrity, and building trust in every client interaction.

Shelly is registered as a financial adviser and is accredited as an NZX Adviser. She holds a University Degree and Diploma in Business Studies, endorsed in Personal Financial Planning.

Shelly is passionate about putting clients' needs at the heart of everything she does, delivering the highest level of service by drawing on her extensive experience in providing investment advice. She specialises in constructing tailored portfolios, combining a complementary mix of investments to meet each investor’s specific needs, objectives, and preferences. Shelly is qualified to provide advice across a range of areas, including building portfolios of direct investments, managed funds, KiwiSaver solutions, portfolios designed to meet Immigration New Zealand requirements, and bespoke investment services for Charitable Trusts and Foundations.

Outside of work, Shelly enjoys spending time with family and friends, cooking, travelling, reading, exercising and going to the beach. She served as Board Chairperson at Kauri Park School for five years.