Locals helping locals.

Allie Black

Financial Adviser FSP640029

Allie joined HTL in 2019 as an Financial Adviser specialising in Investments.

Allie uses her knowledge, skills and care to work alongside clients to pursue their goals while reducing their stress. She specialises in portfolio planning & management for private clients, family trusts, and charitable organisations.

She also assists people with KiwiSaver & employers with tailored superannuation products. She enjoys developing relationships with clients, aiming to make the investment process simple yet rewarding.

Education & Expertise

Prior to her time at The HTL Group, Allie worked at Craig's Investment Partners during which time she developed a sound foundation in wealth management and completed her National Certificate in Financial Services. Allie holds a conjoint degree in International Business and Spanish.

Outside of Work

Allie takes a strong interest in the community and is involved in several not-for-profit organisations. Her family and her passion for horses complete the picture and fill up her free time.