Happy Clients

"LEANNE AND I attempted twice before to engage with a Financial Planner that met our needs and with whom we could feel comfortable. We had become disheartened that no one could help us. Cat was illuminating on the path ahead; to secure for Leanne & I an understandable and competent investment, superannuation and retirement plan. Cat is a great listener."

— brian

“WE HAVE been working with Cat for a little over a year, and in that time have found her to be very encouraging and proactive in helping us to achieve our financial goals. We were able to form a working relationship quickly with Cat, due to her approachable and personable nature, and we have found her concise and honest advice very helpful in planning a way forward for us.”

— kate and hugh

“WE APPRECIATE your efforts and I personally like your holistic view for your client services, having just celebrated 5 years cancer free!! Life is about good balance.

On a good insurance story I was able to activate my Comminsure Trauma Insurance when I was first diagnosed with prostate cancer, so I didn’t have any financial concerns through both the treatment or recovery. This proved a great help.”

— Mike

"JONATHON ASSISTED my partner and I to start planning for retirement. Specifically Jonathon provided advice relating to superannuation, life insurance/income protection and also salary sacrificing. We had no idea how much money we would need to feel comfortable in retirement but Jonathon assisted us with projecting figures for this purpose. Jonathon appeared very knowledgeable in these areas and we greatly appreciated and trusted his advice. We now feel safe in the knowledge our financial future is secure."

— Kate

“OUR BROKER recommended Plansure to help us out with our finances, and we are so thankful for that. 

During our first meetings with Cat we went through all our financial issues (a lot of debts and expenses) and set realistic goals in the short, medium and long term. She was so helpful identifying our opportunities for improvement and like a good coach she kept us accountable along the way. 

With her help since 2016 we’ve managed to set a reasonable family budget, pay all our credit card debts, make some investments, grow our savings and now we’re ready for some property investment as well. She also helped us organising our super funds to make the best out of them. 

There’s a bit of hard work involved but with her guide and tools be sure you’ll reach your goals. We will be always thankful to Cat and the Plansure team, and will highly recommend them.”

— David m

“WHAT WAS supposed to be a routine overnight hospital stay turned into a considerable amount of time off work. My available personal leave was quickly eroded, so I then looked to my income protection policy with Plansure. 

I cannot speak highly enough of the service and support I received from Plansure. The claim process was made very simple with the help of the team. Most importantly, the insurer accepted Plansure’s recommendations and my income protection payments were quickly approved. I have no hesitation in recommending Plansure to prospective clients.” 

— david d