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Book a 15 minute discovery call

Understanding your reasons for seeking advice and how we can help you is very important.
Our 15 minute discovery call breaks the ice to uncover your 'why' and 'reason' for seeking advice.
If it makes sense, we’ll then book you in for a deeper, complimentary one-on-one discovery session.

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    Uncovering your Why and Reason

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    15 minutes 1-on-1

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    No obligation

Financial Strategists

Meet your future team

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Catherine  James

Director + Financial Strategist

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Melissa Miller

Financial Strategist

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Christie Pond

Paraplanner

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Alicia Adamcewicz

Office Manager

Meet the whole team

See what our customers say  

In safe hands

Review Author

Adam Pearce

@apearce

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Review Author

James Hillier

@j_hillier

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Review Author

Sally Robson

@s_robson1

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Common Questions

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Take the next step, with a strategist by your side

Ready to start turning your financial goals into reality? Let's work together to create a plan that puts your dreams front and centre, with expert guidance every step of the way.

Book a 15 minute discovery call

Build a life you love, not just a portfolio you watch

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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.