I am an Authorised Financial Adviser (AFA) providing quality independent investment advice throughout the Bay of Plenty.
I have over 30 years experience in the Financial Services Industry, with the last 24 years working with one of NZ’s longest established Investment Advisory Companies.
Ploutos Wealth Management
“Born out of Ploutos the Greek God of Wealth and usually pictured in the arms of Irene the Greek God of Peace. Peace and Wealth”.
Because I do not accept any payments from any product providers or fund managers, you can rest assured that my recommendations are based on your best interests.
As an Independent Adviser, I am using Consilium NZ Ltd to provide independent research and assist with investment strategies and analysis.
For more information or to make an appointment, phone Allan on 0800 756 886
Allan’s disclosure statement is available free of charge by emailing him at firstname.lastname@example.org