Bio

Get to know me

My name is Jan Allen. I have been doing Non-Life Insurance for 9 years and have all the qualifications required. My fields of expertise are heavy vehicles, commercial and personal insurance but I have knowledge and access to various other products. I liaise with multiple insurance companies to secure the most competitive premium rates for my clients, while also providing them with personalized attention and service.

Services

How I help my clients

  • Short Term Insurance

Qualifications

Qualifications

  • B.Comm. Hons. (International Trade)

Interests

Things I like to do

  • Hiking
  • Fishing

Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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