Disclosure

Allan Williams (FSP53541) holds a licence issued by the Financial Markets Authority to provide financial advice.

What I do

Allan Williams (FSP53541) holds a licence issued by the Financial Markets Authority to provide financial advice.

What I do

  • I provide financial advice and planning solutions to my clients to help them achieve their financial objectives.
  • I provide financial advice in relation to managed funds, direct equities, bonds, term deposits, cash and KiwiSaver.
  • I provide advice on a wide range of NZ and international managed investments, direct equities and fixed interest solutions.
  • I also provide advice about KiwiSaver solutions from Milford and Booster.