We are Plansure

Life well-lived, not just well-saved

We've reshaped how financial guidance should feel, because your journey to confidence deserves both fresh thinking and a personal touch that puts your life goals at the center of every conversation.

Our story

Where our journey to help you began

Plansure is a boutique financial planning firm based in Adelaide, South Australia where our Financial Strategists and support team genuinely care about our clients and their financial success.

Plansure originally started in 2000 with the two Peter's, who combined Financial Planning and Insurance (hence the name Plansure) because they saw an opportunity to build a business where their clients always came first.

In 2015 Cat, took the reigns after a very successful succession plan (starting from 2012) and has continued the Plansure legacy.

With clients including busy professionals, young families, large and small businesses and retirees, the thing they all have in common is the desire to make the most of their money and be smart with it; now and for the long term.

We work with you to build your personalised strategy (it’s ALL about the strategy!) based on your unique situation.

Our approach

Create your ideal life with confidence

Feeling lost in a sea of money advice from Google and ChatGPT? You're not alone. Every day, Australians just like you are trying to navigate their financial path while bombarded with contradictory guidance from all directions.

As financial strategists, we're here to cut through the noise. Our passion is turning your financial confusion into clarity by crafting a personalised plan that supports the life you truly want to live.

Think of us as your financial GPS – helping you navigate toward your destination. With a clear strategy in place, you can transform financial worry into financial freedom, making choices that bring you closer to the life you're dreaming of.

Our team

Meet your team

A team with deep experience and motivation to bring your financial vision to life.

Cat Wells
Director + Financial Strategist
Likes:
Trail Running. Dad jokes. Exploring the world with family. Shoes. Outdoor adventures. Nice wine. Thai food.
Dislikes:
Messiness. Windy days. People who sweat the small stuff.
From the age of fifteen, Cat knew she wanted to be a financial strategist. So true to her determined, goal-driven nature, Cat has worked in the financial planning profession for over 22 years. Now as the leader of her own firm, she’s passionate about creating strategies for her clients so they don’t have to worry about money.
Adviser profile
Melissa Miller
Financial Strategist
Likes:
Travel with the family. My dogs. Visiting a winery. Coffee. Italian food.
Dislikes:
A messy house, it stresses me out. Mushrooms. Winter. Inconsiderate people.
It was through her personal experience of requiring financial advice at a young age that sparked her interest in finance and led her to the career path as Financial Strategist. Melissa has 20 years’ experience in the financial planning industry. Melissa feels it is a privilege to partner with clients and work through strategies to help protect and grow their wealth.
Adviser profile
Alicia Adamcewicz
Office Manager
Likes:
Mexican food. Scarves. Margheritas. Squash (the sport). Coffee. A good savings plan. Pierogi. Camping.
Dislikes:
Olives. Cricket. Folding Washing. Drivers who don’t stay left. A messy house. People who cut in line.
Alicia will stop at nothing to get it done for our clients. Never one to accept “no” for an answer, the ever optimistic Alicia will pursue each and every avenue to ensure our client strategies are correct, ready and implemented to perfection - all the while, wearing a smile!
Hana Keric
Client Services Manager
Likes:
The beach. Tomatoes fresh from the veggie garden. Novels. Netflix docos. Orchids. Vietnamese food. Musicals. Cocktails. A great pair of jeans.
Dislikes:
Juice froth. Clothes that shrink in the wash. Bad traffic. Overly crowded places.
Hana loves ensuring the clients of Plansure feel confident that they’re being looked after with genuine care. A champion of good, old-fashioned customer service, Hana’s number one priority is ensuring we always deliver unbeatable service to our clients.
Tatiana Chacon
Client Service Manager
Likes:
Good Colombian Coffee, bike rides, reading novels, travelling, photography and surprisingly rainy days.
Dislikes:
Extreme heat (anything above 37 degrees), mess and disorder, disrespect and food that is too spicy.
Tatiana loves learning new things and is always asking questions to make sure she understands the whole picture. She is committed to providing the best possible support and brings a cheerful, positive attitude to her work. With a strong eye for detail, Tatiana takes pride in, working methodically ticking items off her well organised, and comprehensive to do list.
Shannon Austin
Administration Officer
Likes:
Dinner and drinks with friends, spending time at the river with her family, especially surfing behind her boat, getting out in nature and being active.
Dislikes:
Housework, making school lunches, and grocery shopping.
Shannon thrives when working as part of a team and genuinely enjoys collaborating to achieve great outcomes. Client satisfaction and strong teamwork are always high on her priority list. Her can‑do attitude, willingness to jump in, and supportive nature helps lift the team (or furniture) and keep things moving in the right direction.
Christie Pond
Paraplanner
Likes:
Saving and planning for my next holiday. Thai Food. Binge watching Netflix. My adorable children (and husband).
Dislikes:
Shoppers who don’t put their trolleys away. Anchovies. Vacuuming.
With 22 years under her belt working in the financial planning profession, Christie is Plansure’s strategy mastermind who creates solid financial plans for our advisers to ensure they are able to implement their recommendations while crossing all the T’s, dotting the I’s and striking the $’s!

XPlan client portal

Stay connected to your financial journey

Your financial information shouldn't be locked away in an adviser's office. That's why we give you 24/7 access to your complete financial picture through our secure Client Portal. Your entire financial journey is always at your fingertips, whenever and wherever you need it.

See your investments in real-time and track your progress toward meaningful goals
Securely message your adviser and sign documents electronically whenever needed
Check in from anywhere using your phone, tablet, or computer
All documents securely hosted