We work hard for you

We are a customer focused financial services company specialising in lending solutions.

‘Hello, my name is Richard Allan owner and mortgage adviser at Allan Financial.  I have had over 25 years banking and finance experience and was an award winning mobile mortgage manager at a large NZ bank.  Having an extensive knowledge of personal and business banking has given me the skills to assist and advise in whatever lending requirements you have, whether that be personal or business related’.

At Allan Financial, we have a relationship business model whereby we work with our clients on an ongoing basis to ensure their loans are structured in their best interests taking into account their goals and changing circumstances.

Our services include home loans, residential investment loans, personal loans, business loans and commercial mortgages. 

Our services are generally free to you as the banks remunerate us for the business placed with them.  In some circumstances we may need to charge a fee but this is agreed upfront prior to work commencing.

Richard Allan

I have over 25 years experience in banking and finance. Within the 25 years, I was a successful award winning Mobile Mortgage Manager with a large NZ bank. I have extensive experience in both personal and commercial lending. I have strong customer service ethics with my number one focus being on ensuring my clients have the best possible customer experience. This involves actively communicating with my clients on an ongoing basis, obtaining the best possible deal and following up to ensure a smooth and successful outcome. I will assist you with your home loan requirements, whether it is your first home, subsequent home or investment properties.

For quality home loan or insurance advice, in a friendly and professional manner, please contact me. I look forward to working with you to help achieve your goals.