We provide you with a holistic financial service, where we explore your financial goals and create a plan that’s tailored to your needs. We call it holistic advice because we cover everything from income structure to investment advice, tax structure and debt management. We’re not just about helping you with your finances; we’re about making sure you get the things you want out of life.
Professional, independent, comprehensive – it’s advice that empowers you to make the right choices about your finances and your goals. Our mission is to make sure you get the most out of your money.
Because every family is different, every financial plan should be, too. You’ll receive a personalised financial plan that’s tailored to your unique requirements. We’ll help you review every aspect of your finances and then show you how to fine-tune your lifestyle to achieve your goals.
The most important aspect of any financial plan is ongoing support to make sure you are achieving your short-term goals as well as your lifetime goals. We help you to stay on track and to adjust your plan as your circumstances change.
Is your financial future on track?
We know how hard it is to review your finances objectively and decide which changes to make. You might wonder where to start, or whether your choices will make a positive difference.
That’s why we offer a complimentary first consultation, where we focus on getting to know you. We learn about your current financial situation and your goals for the future – then we can work out how to help you get there.
At SurePlan, we are a team of financial experts with a wide range of specialities and skills. Because your needs are diverse, when you engage with any one of us, you’ll get the support of the entire team to deliver expert levels of advice, knowledge, structure and support.
Senior Estate & Financial Adviser
Associate Financial Advise
Client Development Manager
Operations & Lending Manager
Come talk to us
When you book a consultation, it’s not just for us to learn about you. It’s also your opportunity to have your questions answered and discover our process. Together, we’ll look at where you are right now, and where you want to be. We can guarantee that, after we’ve talked, you will start thinking about your finances differently.
Your consultation is completely obligation free, and for extra convenience, you can book it outside work hours.