The Plansure method
Whether you're taking your first steps in financial planning or looking for a fresh perspective, we're here to show you a different approach.
Paint your vision
Lay the foundation
Build your strategy
Implement & Progress
Step 1. Paint your vision
We don't start with spreadsheets and investment returns, we start with you, your story, and where you want to go. This personal approach helps create a financial roadmap that truly reflects what matters in your life.
Where are you now?
What drives your decisions?
What keeps you up at night?
What gets you excited about the future?
Shape your family's future
Estate planning is more than just creating a will, it’s about ensuring your assets are distributed according to your wishes, minimizing tax burdens, and providing clarity and comfort to your family during difficult times.
At Plansure, we help you build a comprehensive estate plan that reflects your values, goals, and long-term vision. Whether you're planning for the care of minor children, managing charitable giving, or preparing for wealth transfer, we work with you to understand your wishes, advise you on the financial strategy to achieve this and then work closely with legal and tax professionals to align every piece of your plan.
If you don’t have an Estate Planning lawyer to formalise your Will, we can refer you to a Specialist who we know and trust to look after you.
Step 3. Architect your strategy
We craft a personalised financial strategy that builds a strong foundation for your life, turning your vision into a practical roadmap for success.
Think building wealth is only for the already wealthy? Not true! We'll help you optimise your debt, navigate tax strategies, make your income work harder, select investments (without all the usual stress and confusion).
Your super is too important to leave on autopilot. We'll help you understand your options clearly, whether through a self-managed fund or traditional super, and create a strategy that maximises your retirement savings.
Future planning creates a safety net for life's uncertainties while building pathways to your dreams. We'll help you protect your most valuable asset, your ability to earn income, through personal insurance that shields your family from financial stress during challenging times.
Estate planning isn't just about what happens after you're gone—it's about creating opportunities for your children while you're still here to see them flourish. A thoughtful legacy plan protects your assets and creates pathways for your loved ones financial success through education funds, gradual wealth transfer, and valuable financial skills.
Step 4. Navigate forward
Think of this as starting your exciting journey forward, and don't worry, we're right beside you every step of the way.
We highlight the exact steps to reach your goals, transforming ‘someday’ dreams into ‘here's how’ to' plans. Everything can become more achievable when you can see the path clearly laid out before you. No more second-guessing, just the quiet confidence of knowing each decision brings your dreams one step closer to reality.
Leave the complex details to us - from paperwork to planning, we make getting started feel effortless. Think of us as your backstage crew, making sure everything runs smoothly while you focus on your journey forward.
Once your strategy is in motion, the journey truly begins. You'll track your savings progress, monitor how your investments are performing, and see steps toward your goals becoming reality. There's nothing quite like the confidence that comes from seeing your dreams take shape.
As your life unfolds with new dreams and milestones, your financial approach needs periodic fine-tuning to stay in harmony with your goals. Without these adjustments, even the best-laid plans can drift off course. That's why we check in regularly to review your progress and capture new opportunities.
Working with us
The plan we create together isn't the destination, it's the launching point for bringing your financial dreams into reality.
Stay on top of your investments 24/7 with our user-friendly online portal Xplan.
Planning isn’t set and forget. We offer annual service packages to keep you on track and informed. Prefer a one-off check-in? We’ll touch base yearly for a financial health review on a fee-for-service basis.
You'll have access to your strategist and our entire team to help you navigate life’s surprises, whether it's an unexpected turn or a new goal on the horizon.
Let’s talk strategy
In just 15 minutes, we’ll help clarify your needs and outline your next steps. If it makes sense, we’ll then book you in for a deeper, complimentary one-on-one discovery session.
Talk to one of our experts and get clear on your next steps.
Your questions answered
15 minutes 1-on-1
No obligation
Common Questions
© 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.
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