Financial Planning and Insurance Services Your goals + our expertise. The Plansure Solution.
Your goals + our expertise. The Plansure Solution. We are dedicated to providing expertise, advice and solutions to meet the wealth creation and preservation needs of our valued clients. Since 1986, the team at Plansure Solutions has been providing expert guidance and support to its clients in South Australia and the Northern Territory. Talk to us now about your financial planning, insurance services or self managed superannuation fund requirements.

At Plansure Solutions, we are dedicated to providing expertise, advice and solutions tailored to meet the wealth creation and preservation needs of our valued clients.  We pride ourselves on being helpful, and we are committed to delivering timely advice that is easy to understand.

At Plansure Solutions, these aren’t just words – they are our non-negotiable client promise. They are the rules we make our decisions by. They are the standard we ask you to hold us to. They are what makes our financial planning & risk protection business different.

With a unique tiered client support model designed to suit individuals and businesses, an unrivalled passion for elite customer service, decades of financial planning and risk protection experience, and with the backing of Professional Investment Services, Plansure Solutions is confident it can help you.

We invite you to come in and talk to us about your goals. We’d like to dedicate our expertise to help you achieve them. That’s the Plansure Solution.

The Plansure Solutions Client Promise

  • We are dedicated to providing expertise, advice and solutions tailored to meet the wealth creation and preservation needs of our valued clients.
  • We pride ourselves in being helpful and we are committed to delivering timely advice that is easy to understand.
  • We will provide you with a detailed, personalised roadmap to help meet your needs and achieve your goals.
  • Our advice is not biased by any product provider.
  • We subscribe to multiple independent research houses, allowing us to construct investment portfolios and risk protection plans specific to your needs and current market conditions.
  • Our approach is to tailor a portfolio that is cost efficient and risk-adjusted for every client.
  • Every client receives periodic service reviews and we make recommendations to ensure your roadmap is on track.
  • Our ongoing education allows us to provide you with relevant up-to-date technical expertise.
  • We are representatives of Professional Investment Services, one of Australia’s largest financial service licensees.
  • Our qualifications and independent associations allow us to offer you the widest range of product solutions available in the marketplace today.

 

The advisers of PTWO Pty Ltd Trading as Plansure Solutions can provide financial services as Authorised Representatives of Professional Investment Services Pty Ltd., ABN 11 074 608 558, an Australian Financial Service Licence holder (234951). PTWO Pty Ltd ABN 13 091 537 503 has engaged Professional Investment Services Pty Ltd (PIS) to provide financial planning services through PIS Authorised Representatives. PIS as the holder of an Australian Financial Services Licence is authorised to, and carries on a financial services business which includes the provision of financial product advice and dealing in financial products. PIS has appointed Peter Paterson Authorised Representative 245127, Peter Alderson Authorised Representative 239556 and Dave Slovinec Authorised Representative 332395 to provide financial services on behalf of PIS. Financial Services Guide and Privacy Policy

GENERAL ADVICE WARNING

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.