Allfinanz brings together all financial services under one brand. Our five pillars of insurance, home loans, KiwiSaver, investments and biz services provide our clients with specialist advice in all areas.
The Allfinanz vision originated from the amalgamation of Crest Financial Brokers Limited and CFS Risk Services Limited under the Allfinanz brand. To complete the vision, biz services was added to compliment our other pillars.
Our people are experienced and well known in the community in which we operate. Our team includes over 30 people making us one of the largest financial services providers in the Wellington area.
Our insurance people
Whether you want to insure your house, your life or your business, our insurance people can arrange the right cover for you. And when it's time to claim, they'll be there to help.
Our insurance team
Allan Hewson
Allan has been in the financial services industry for over 25 years. He is a well known rugby identity, having been an All Black from 1979 to 19 ...
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Blair O'Neill
Blair joined Allfinanz at the end of 2009. He specialises in risk insurances and home loans. Blair has a keen interest in motor vehicles a ...
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Colin Carter
Colin has operated as an adviser in the financial services industry since 1970. He is well known in Lower Hutt sporting circles being ...
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Dave Isaacs - Certified Financial Planner & Authorised Financial Adviser
Dave is the investment and KiwiSaver expert within Allfinanz and an Authorised Financial Adviser. He is totally committed to ensuring his client ...
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John Blackmore - QPIB
John is our most experienced Senior Broker at CFS Risk Limited. He has had over 35 years experience in the general insurance market and througho ...
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Marcus Barratt - BCA Grad Dip Commerce
Marcus rejoined Allfinanz in June 2009 after working at the Medical Insurance Society. He is a keen sportsman actively involved in both indoor a ...
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Mike Wong
Mike heads Allfinanz Home Loans. He is from a banking background and brings many years experience in lending to Allfinanz and an enthusiasm ...
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Ray Jones
Ray has recently joined Allfinanz and comes to us with over 20 years experience in financial services. When not involved with family, Ray enjoys ...
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Robyn Putt
Robyn has over 5 years experience in financial services. Previously she was from a nursing background. She is passionate about taking ...
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Sharleen James - (ANZIIF) QPIB - Snr Assoc Dip. Bus Studies
Sharleen is one of our most experienced Senior Brokers at CFS Risk Services Limited with 15 years experience in the general insurance industry. ...
» read moreOur client service teams
Within Allfinanz we have dedicated client service teams. They provide specialised service to our clients and to our advisers / brokers, and are there to assist you with any questions you may have.
Our client service people
Reception - Michelle May & Tamara Gray
When you visit or phone our offices in Lower Hutt you will be welcomed by either Michelle or Tamara. They will make sure you are direc ...
Nicolette Moore – Practice Manager
Nicolette has been with Allfinanz for over 12 years. She has grown with the business starting at reception and now holds the role of Practice Ma ...
» read moreLife Insurance & Investment Team
This team provides support to the life insurance and investment part of the business. The team handles anything from new business applicati ...
Our home loan people
When it comes to arranging a home loan, you want to deal with someone who knows how to get the best deal for you. Our home loan experts are experienced and willing to help you secure the home of your dreams.
Our home loan team
Brendon Smith
Brendon is an experienced mortgage broker, coming to us from Kiwi Mortgage Market. He was originally from a banking background and is a property ...
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Mike Wong
Mike heads Allfinanz Home Loans. He is from a banking background and brings many years experience in lending to Allfinanz and an enthusiasm ...
» read moreOur KiwiSaver people
Right from the start Allfinanz recognised the importance KiwiSaver would have in helping New Zealanders save for their retirement. So a team was set up to focus and develop KiwiSaver as part of our business.
Our KiwiSaver team
Dave Isaacs - Certified Financial Planner and Authorised Financial Adviser
Dave is our KiwiSaver expert and can show you how quickly your KiwiSaver account balance will grow thanks to benefits like employer contributions ...
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Jeanette Gillatt
A major part of Jeanette's role is looking after new KiwiSaver applications and answering client enquiries on KiwiSaver. As such ...
» read moreOur investment people
Choosing the right investment adviser is so important. You want an Authiorised Financial Adviser with experience, but most importantly someone you can relate to and trust. Talk to our investment specialist about how we can assist you to achieve your goals.
Our investment team
Dave Isaacs - Certified Financial Planner & Authorised Financial Adviser
Dave is the investment and KiwiSaver expert within Allfinanz and an Authorised Financial Adviser. He is totally committed to ensuring his client ...
» read moreOur biz services people
Our biz services people are dedicated to making the running of your business as simple and profitable as possible. Let them take care of the financial side while you concentrate on working on your business.
Our biz services team
Ben Shaw - (CA, CPP) BBS, Dip BBS (IT)
Ben heads up the Biz Services pillar of Allfinanz. He is a chartered accountant and is committed to providing specialist and tailored accounting ...
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Greg Trask
Greg is the Financing expert within Allfinanz Biz Services. He comes with 20+ years experience of providing funding solutions to both Commercial ...
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Dean Dalton - DBA
Dean is one of our business partners and we have worked closely with him in developing our business plans. He offers a top notch business planni ...
» read moreOur management people
Our management team provides the foundation of experience with the entrepreneurial vision necessary to progress in our competitive environment.
Our management team
Mark Solomon - BCA, NZDipBus & DipMgmt
Mark is Managing Director, is passionate about growing the business and is always looking for a fresh approach. He has been involved in providin ...
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Gary Solomon
Gary together with son Mark founded Crest Financial Brokers in 1997. He has been instrumental in growing the business to what it is today. ...
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Matt Roberts - BA
Matt is Managing Director of CFS Risk Services Limited. Matt brings to Allfinanz experience in the corporate sector having worked for New Zealan ...
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Michael Blackmore - QPIB, ANZIIF (Snr Assoc) BCA
Michael is Managing Director of CFS Risk Services Limited, the specialist commercial and general insurance division of Allfinanz. His experience in fi ...
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Malcolm Scott
Malcolm has been with Allfinanz for 6 years, initially as an adviser and now as General Manager. He was previously working in a corporate r ...
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