About Plansure | Adelaide Financial Planning Team SA

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 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.

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!