We’re excited to share some fantastic news: Mike Allen has joined the Threefold team as our new Chief Operating Officer! With more than 20 years of experience in the financial services industry, Mike’s appointment is a win not just for our business, but also for you – our valued clients.
Mike’s extensive background in sales, compliance, business development, and adviser support brings fresh energy and expertise to Threefold. His experience in building and managing high-performing teams means he knows what it takes to create lasting success – for advisers and clients alike.
As Chief Operating Officer, Mike will focus on improving how we operate as a company so that we can better serve you. This includes supporting and growing our adviser team to ensure you have access to the best financial advice, maintaining the highest standards of compliance to protect your interests, and driving innovations that make working with Threefold easier and more effective.
At Threefold, we’re committed to delivering advice and solutions that create long-term value for you, whether you’re navigating a complex mortgage process, reviewing your insurance, or planning for a secure retirement with KiwiSaver. Mike’s leadership will help us take this commitment to the next level, ensuring that we continue to exceed your expectations.
We’re thrilled to welcome Mike to the team and look forward to the positive impact his expertise will bring to your Threefold experience.
If you’d like to learn more about how we can help you achieve your financial goals, reach out to your adviser today. Together, we’re here to help you thrive!
