Our Story


John Allen founded JH Allen and Associates in 1999 after spending 27 years in the corporate industry with Sanlam and having achieved being their branch manager. In November that year, he enlisted Claude Koenig to broaden the company services to include investing in unit trusts and Linked Investment Platforms. John was tireless in his dedication to his business, clients, staff, and his family.  So much so that John’s personal mission was not to enrich himself but others. A dedicated Christian and leader, he set the bar for the standards and levels of commitment for which JH Allen and Associates are now renowned.

In July 2014, John Allen sadly passed away after suffering a stroke. The solid foundation that had been laid by John ensured that the company continues to deliver the high standard of excellence that was associated with John. In honouring the legacy and foundation that John had started, ownership changed however the name remained. The business is now owned and managed by Oliver Balcomb who joined the team in 2009, after having completed his articles with BDO Spencer Steward Inc. Today the team stands at 14, a passionate, serving team who seek to partner with people who aspire to have financial protection and freedom.


John Allen

Our founder, John Allen