• Our most valuable promise

  • Is understanding you

  • On a journey of wealth


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.

PLANSURE UPDATES


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 Adviser

Sanja Cronis

Practice Manager

Hana Keric

Client Concierge

Alicia Adamcewicz

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.

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WEALTH CREATION

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

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SUPERANNUATION

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

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TAX MINIMISATION

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

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RETIREMENT

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

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BUSINESS

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

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ESTATE PLANNING

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

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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.

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BUSINESS INSURANCE

Ongoing service & feedback


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

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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!"

CONTACT US


T: 1300 75 26 78 (1300 PLANSURE) | E: admin@plansure.com.au

Adelaide Office: 1 Hughes Street, UNLEY SA 5061

All Postal Correspondence: PO Box 540, UNLEY BC SA 5061

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