As Managing Director – Private Clients at SFS Private Wealth, Allan leads our advisory approach with a focus on trust, accessibility, and strategic thinking. He has advised a broad spectrum of clients — from successful founders to multigenerational families — helping them navigate key decisions around investment, retirement, succession, and cross-border planning.
Allan combines hands-on advisory experience with leadership expertise, having grown and guided large adviser teams, introduced digital innovation to streamline client service, and led through major firm integrations. This background gives him a unique ability to translate complexity into clarity — always with the client’s goals at the centre.

Whether you’re establishing long-term plans, relocating to New Zealand, or looking for a more personalised wealth experience, Allan ensures your strategy is not only well-designed, but well-delivered.