Previous
  • The people you care about Quote

    Is your financial future on track? Together we can assess where you are now‚ your goals‚ and how we can best assist you in achieving them. It's all about creating the right roadmap for you and your family's future. Contact us today to sit down with an Authorised Financial Advisor.

    Find out more today! »
  • The people you care about Quote

    Would you sleep better at night if your debt was better controlled? Often the first step in building a strong financial future is having a great plan to reduce bad debt. Working together, ultimately our goal is to create a plan that will allow you to reduce the term of your mortgage and save you money. Contact us today to sit down with an Authorised Financial Advisor.



    Call us today to take action! »
  • The people you care about Quote

    Have you gained expert advice from a qualified financial planner? As of 1st July 2011 it is required that anyone giving financial advice must be qualified in accordance with the Financial Advisers Act 2008. Contact us today to sit down with an Authorised Financial Advisor.


    Find out more today! »
  • How to retire successfully. Quote

    Do you have a good plan for you and your family's financial future? Knowing where you are and where you're going is our starting point with you. From there, we create a plan to bridge any existing gap. Contact us today to sit down with an Authorised Financial Advisor.


    Find out more today! »
Next
Services

Our Services

Financial Advice

Gaining the right advice is the first step that allows you to make the right decisions and take the right actions for the future of you and your family.


read more »

Financial Planning

Good planning is the hallmark of success in any project, business and definitely in your financial life. Financial planning allows you to feel...


read more »

Investments

There is never a better time to start creating wealth than right now. You don’t need a large lump sum to be able to create wealth. Wealth creation is a process...


read more »

Insurance

SurePlan independent insurance solutions can help smooth out the unexpected bumps in life. In any SurePlan it is important that you are protected...


read more »

Mortgages

SurePlan accelerated debt reduction processes can help you get debt free faster. Our experience and expertise tells us that efficient debt reduction...


read more »
Our Commitments

Our Commitments to you

We believe that in order to work most effectively with our clients we need to make a number of commitments. 
The following mutual commitments form part of our formal agreement with clients:

Taking care of the future

  • We will always act impartially and your interests will come first at all times

  • We will treat you fairly, as we would want to be treated ourselves

  • We will tell you what we will do and what we won’t

  • We will be friendly, courteous and responsive

  • We will act with integrity, honesty and openness in everything we do for and with you

  • We will be totally transparent with regard to our dealings with you

  • We will absolutely respect your confidentiality

  • We will aim to meet agreed deadlines and where we can’t we will update you as early as possible

  • We measure our success based on your perception of our service

  • If anything we do falls short of your expectations, we will refund the proportion of our fees that you consider to be appropriate

Our Promise to you

—If anything we do falls short of your expectations, we will refund the portion of our fees that you consider appropriate.

  • CALL: 0508 GET SURE
  • Physical Address:
  • SurePlan Financial
  • Level 1
  • 60 Khyber Pass Rd.
  • Grafton

Design & Coding: mn8DESIGNSOURCE

© SurePlan Financial 2011
Financial Service Provider Number FSP162244
A disclosure statement is available, on request and free of charge.
A member of Financial Complaints Services Limited (membership number 4138)