Build wealth that opens doors to life’s possibilities
Feel confident in your financial future
Protect what you’ve worked so hard to build
Building a secure future
We understand life's big moments often bring financial questions. Whether you're planning for your next chapter, receiving an inheritance, or wanting to help your children get ahead – these turning points deserve thoughtful guidance.
Our process
We understand life's big moments often bring financial questions. Whether you're planning for your next chapter, receiving an inheritance, or wanting to help your children get ahead – these turning points deserve thoughtful guidance.
We'll begin with where you are now, then shape a clear journey to where you want to be. We lift the fog, so you can see your next steps clearly.
Just as every dream home needs solid foundations, your financial future deserves a thoughtfully crafted blueprint.
Life isn't meant to be spent worrying about money. It's about saying "yes" to what brings you joy. We handle the complex details so you can focus on what matters most.
Our team helps secure your legacy, whether that's setting up your kids for future financial success or securing your future.
Move forward with a financial strategist
.svg)
Dealing with life events and unsure the best way to move forward
Overwhelmed because financial planning feels too complex
Worrying that your kids aren't prepared for their financial future
Worried about running out of money in retirement
.svg)
Tackling life's changes with a clear plan and genuine confidence
Growing your wealth with small, manageable steps that feel right
Knowing your children are set up for success with a strong financial foundation
Feeling secure that your retirement savings will support your dreams
Why Plansure?
Access to a team of financial strategists
Most financial planners work solo, which limits the expertise you have access to. We do things differently. We give you access to a whole team of specialists working together to help you reach your goals.
Not your typical blue suits
We're breaking free from the stuffy suits and complex jargon because financial success isn't about the size of your paycheck, it's about making smart choices with what you have.
No cookie-cutter plans
We craft financial plans as unique as you are, designing personalised strategies around your specific values and life vision rather than forcing your dreams into one-size-fits-all templates.
© Copyright 2025. Plansure. All Rights Reserved.
Disclosure & Disclaimers: Cathan & Co Pty Ltd trading as Plansure ABN 37 604 417 450 is a Corporate Authorised Representative No. 1030618 (CAR) of Professional Investment Services Pty Ltd. (PIS) ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). PIS Licensee Information: www.centrepointalliance.com.au Telephone number 1300 557 598 Email address profinvest@cpal.com.au Complaints www.centrepointalliance.com.au/complaints 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.
.svg)
.svg)
