• Our most valuable promise

  • Is understanding you

  • On a journey of wealth


ABOUT US


At Plansure Solutions, 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.

PLANSURE UPDATES


television

Apple_App_Store_2_60px Android_Google_Play_2_60px

NEWS APP

OUR TEAM


Email: cat@plansure.com.au
Call: 0407 145 379

·   Read more about Catherine   ·

Authorised Representative No. 324989

Catherine Wells

Financial Adviser & Director

Email: chelsea@plansure.com.au
Call: 0428 841 472

·   Read more about Chelsea   ·

Authorised Representative No. 1245717

Chelsea Hill

Financial Adviser

Sanja Cronis

Practice Manager

Adrienne Moore

Compliance and Continuity Specialist

Holly Persico

Social Media and Marketing Manager

Tamara Harrington

Client Services 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.

Continue Reading

WEALTH CREATION

Superannuation is really important because one day it will be the vehicle you use to fund your retirement.

Continue Reading

SUPERANNUATION

It is vital to understand that the calibre of the underlying investment is your most critical investment consideration.

Continue Reading

TAX MINIMISATION

After working and saving for years, the prospect of a relaxed retirement is no longer a distant dream.

Continue Reading

RETIREMENT

A sound business plan is seen as essential, many businesses fail to have a financial plan in place.

Continue Reading

BUSINESS

Estate planning amounts to far more than simply making a Will.

Continue Reading

ESTATE PLANNING

It’s about protecting you and the people you love and providing that safety net to prevent you from falling backwards.

Continue Reading

PERSONAL INSURANCE

It’s about protecting your business. When you own your own business, it’s more than just a job, it’s your livelihood.

Continue Reading

BUSINESS INSURANCE

Ongoing service & feedback


What makes us different, and why are Plansure Solution’s clients unique?

Continue Reading

ONGOING SERVICE

Happy clients’ achieving their financial goals, is why we exist.

See what they say…

CLIENT FEEDBACK

WHAT OUR CLIENTS SAY


  • "Trustworthy. Reliable. Know their business. (Worth trying.)"

  • "Friendly. Helpful. Cost-effective."

  • "They know what they're doing."

  • "Honest. Professional organisation all round."

  • "Brilliant advice, done easy."

  • "Approachable. Trustworthy. Empathetic."

  • "Personal contact. Interest in my goals."

  • "Friendly & helpful."

  • "Honest Knowledgeable. Experienced."

  • "Trusted & reliable people."

  • "Happy to keep using them!"

  • "Excellent, trustworthy & extremely knowledgeable!"  

  • "Quality. Experience. Honest. Fun!"

  • "Nice guys & gals!"

CONTACT US


T: 1300 PLANSURE OR 8305 2800 | E: admin@plansure.com.au

Adelaide Office: Unit 5/64 Glen Osmond Road, PARKSIDE SA 5063

All Postal Correspondence: PO Box 314, FULLARTON SA 5063

Thank you we will be in touch. Message sent.
Error! Please validate your fields.