ABOUT US

At Plansure we are dedicated to providing knowledge and financial advice tailored to meet wealth creation and wealth preservation needs for clients seeking a lifestyle of choice.

WE PRIDE OURSELVES

on being helpful, and we are committed to delivering timely advice that is easy understood.

THESE AREN’T JUST WORDS

they are our non-negotiable client promise. They are the rules we make our decisions by, they are the standards we ask you to hold us to. They are what makes our financial planning & risk protection business different.

OUR APPROACH

We invite you to come in and talk to us about your goals; we love a cuppa and the opportunity to get to know you.

We love growing and protecting businesses and helping the passionate people that stand behind them. In fact, we love all things finance and have a genuine interest in helping people achieve their goals.

We offer a unique tiered client support model designed to suit individuals and businesses alike. We pride ourselves on an unrivalled drive for elite customer service. We have enjoyed decades of financial planning experience and backed by one of Australia’s largest licensees in Professional Investment Services. For these reasons, we are well placed to be your financial advice partner of choice.

LET’S TALK

Schedule Appointment

Book an Appointment

OUR TEAM

Email: cat@plansure.com.au

Call: 0407 145 379

· Read more about Catherine ·

Authorised Representative No. 324989

Catherine Wells

Financial Strategist & Director

Email: jonathon@plansure.com.au

Call: 0429 001 304

· Read more about Jonathon ·

Authorised Representative No. 1252702

Jonathon Martino

Financial Strategist

Email: sanja@plansure.com.au

· Read more about Sanja ·

Sanja Cronis

Practice Manager

Email: hana@plansure.com.au

· Read more about Hana ·

Hana Keric

Client Concierge

Email: alicia@plansure.com.au

· Read more about Alicia ·

Alicia Adamcewicz

Client Services Manager

Email: marketing@plansure.com.au

· Read more about Holly ·

Holly Persico

Marketing Manager

OUR ADVICE

There is often a myth about financial planning; you need money before you seek advice. Not so, it’s about making the most of what you have and initiating a financial plan that is tailored towards all of the cool things in your life’s journey.

You may be at a stage where your financial plans are advancing, and you’re looking for opportunities to create greater wealth for you and your family.