Areas of Specialisation

Bridget leads Threefold’s marketing strategy, developing and executing programmes that build brand awareness, reinforce Threefold’s positioning as a premium, relationship-led advisory firm, and generate leads for the advisory team. Her approach draws on deep experience in designing marketing and stakeholder engagement initiatives that deliver measurable outcomes across digital and traditional channels.

A core part of Bridget’s role is ensuring Threefold’s marketing activity translates into a consistent pipeline of quality enquiries for its advisers. She designs and manages lead generation programmes that are aligned with Threefold’s client profile, educated professionals, property investors, and business owners seeking strategic, long-term financial advisory relationships rather than transactional product placement.

Bridget oversees Threefold’s HR operations, including the systems and processes that support recruitment, onboarding, performance management, and people leadership across the firm. Her work in this area ensures that Threefold is well-positioned to attract and retain high-quality financial advisers and support staff as the business grows.

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Experience and Background

Bridget brings more than 25 years of professional experience spanning marketing leadership, business strategy, and stakeholder engagement. Over the course of her career she has developed and delivered high-impact marketing programmes across a range of contexts, building the kind of strategic breadth and practical expertise that is rare in a single operator.

At Threefold, Bridget plays a central role in shaping how the firm is positioned and perceived, ensuring that the quality of the advice delivered by its advisers is matched by the quality of how the firm communicates, presents itself, and engages with prospective clients. Her dual remit across marketing and HR operations reflects the breadth of her contribution to the business.

Regulatory Status

Jonathan Michell is a registered financial adviser operating under FSP35581. Financial advice is provided in accordance with New Zealand financial services regulation.

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I've been with Jonathan and his team for the last five years and have been so grateful for their insightful approach to best handling my finances. I appreciate that they provide options and their considered opinions but that they are also very relaxed about me making my own decisions. I've consistently found that they have their finger on the pulse of the markets and their advice tends to be spot on in terms of where they think things are heading. After spending most of my life not using a mortgage broker, the last five years have been a revelation. Jonathan, Julie and the Threefold team have removed the stress from my relationship with my bank and you can't put a price on that.

Jacqueline White

My husband and I have used Threefold for all of our lending needs over a number of years and we have had nothing but excellent service from Threefold. Jonathan and his team are true experts in this field and will guide you through the process in a simple yet very informative manner with great communication along the way. Highly recommend this business whether you are a first home buyer or seasoned investor.

Laura Thomas

Have been working with Jonathan and his team at Threefold for a number of years. It's always been a seamless process and Jonathan has been very straightforward and upfront about what's achievable. Excellent level of service and always on hand to provide clarification on matters. Highly recommend their services.

Te Atatu Management

We have been using Threefold for about 4 years now. I can happily say Jonathan and the mortgage adviser have been top notch. Used them for our house insurance and have been very satisfied especially when our house got flooded when the Auckland floods hit a few years back. When we switched KiwiSaver with the help of Threefold we have seen incredible growth. Matt with health and life insurance has been very helpful and proactive to find the right cover that is going to work for me and my family.

Edd S

Meet Bridget Allen

Professional Summary

Areas of Specialisation

Experience and Background

Regulatory Status

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Meet Bridget Allen

Professional Summary

Areas of Specialisation

Strategic Marketing and Brand

Lead Generation and Client Acquisition

HR Operations and People Leadership

Experience and Background

Regulatory Status

Chat to Our Expert Team

Sign up for our Newsletter