Your financial journey
You might have clear goals or you might just have a 'I just know I need to be smart with my money and I don't know what I don't know' mindset. Either way, this is why our clients come and seek advice.
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.
Peace of mind begins here
Without a proper estate plan, your loved ones could face unnecessary legal complications, delays, and financial strain. A thoughtful plan ensures peace of mind for you and clarity for those you care about.
Start planning today, because protecting your legacy shouldn’t wait.
Supporting your financial freedom
We take a good look at your overall financial picture and design an investment approach. Whether the priority is building wealth, generating steady returns, we structure a portfolio to match.
Tax - one of life's guarantees. Minimising tax is always a hot topic. We don't believe in spending money for the sake of reducing your tax. That's like throwing good money after bad. It has to be meaningful with purpose to drive your wealth further.
We look at your situation from a bird’s-eye view, work with your accountant and re-engineer your financial situation to take advantage of all the tax planning strategies that may be available to you.
Have no idea where your money is going?
We take a close look at your income and expenses to help you understand where your money’s going and find ways to unlock more of it where possible.
The goal? Free up cash so you can put it to better use.
Whilst we can't advise you on which actual property to purchase, property can be a great wealth builder if it’s done right.
We help you weigh up the risks, structure it smartly with the smartest ownership, and make sure it fits into your bigger picture.
We don’t just set and forget your super. We fine-tune it through contributions, investments, checking the vehicle (product) you are in and tax strategies to keep your future working as hard as you do.
We work alongside your accountant to get the structure right from day one so your business also flows on to support your personal goals.
It is so important to get your business 'dressed for sale' with every decision you make. You might have a business that isn't saleable, however makes awesome cash flow OR you may have a business that can be sold when you are ready to.
Either way, we help you plan for success when you are ready to hand over the reigns or hang up the business boots or heels.
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
See what our customers say
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Common Questions
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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.
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