SurePlan – we’re with you every step of your financial journey
To better the lives of New Zealanders by providing the right advice, knowledge, financial structure and ongoing support. We believe this is the winning formula for long-lasting financial success. At SurePlan, we know that planning is the foundation for success in any endeavour.
Good financial planning allows you to feel secure that the right strategies are in place to take control of your future. We’ll help you avoid the costly mistakes that hold back most people’s financial progress, like paying too much interest or tax, or having poor structures that fail to maximise cash flow.
Meet the Team
Our financial experts have a wide range of specialities and skills. When you engage with any one of us, you’ll get the support of the entire team to deliver the expert advice, knowledge, structure and support you need to achieve great results.
Accredited trainer (INALPTA)
Estate and Taxation Planning Council NZ
Chair of Financial Capability Financial Advice NZ
For over 15 years, John has been running organisations that assist people and businesses to achieve more. John’s role is to create an environment where the SurePlan team can effectively deliver advice, knowledge, structure and support to clients in a way that produces meaningful results.
Senior Estate & Financial Adviser
Head of Financial and Estate Planning
Mike’s role encompasses the strategic and advice portion of client wealth plans and the investment portion of their implementation. His favourite quote is: “Plan for the future because that’s where you are going to spend the rest of your life”.
Associate Financial Planner
David’s role encompasses both the preparation and implementation stages of the planning process. He has a special interest in budgeting success and risk minimisation.
Client Development Manager
Over the last 20-plus years, Gareth has helped thousands of couples and families to clarify their goals and take positive steps towards achieving them. He sees his role as helping people to understand the benefits they get from consulting an Accredited Financial Adviser.
Operations & Lending Manager
Daria’s natural flair for organisation and detail serves her well as she manages the implementation process for new clients and their ongoing lending needs. As the operations manager, she is ultimately responsible for coordinating all areas of the business.
Administration and Compliance
Nicola also has a eye for detail and is heading compliance and audit for SurePlan under the new Financial Advice Provider licencing scheme.
Janet provides a wide range of support to the advisory and lending team at SurePlan. She is on a fast track to becoming a Para Planner.
Caroline enjoys speaking with prospective and existing clients to ensure they are getting the support they need and doing the things that are important in their lives.
Thilini is a key member of the lending team where she gets real satisfaction assisting clients by exercising her considerable talent at putting together lending deals that really assist clients in achieving great lending outcomes.
Free no-obligation consultation
It costs nothing to check us out. We guarantee we will get you thinking differently and considering new ideas. Over 75% of couples who take advantage of our free no-obligation consultation choose to continue working with us.
About the consultation
This initial informal one-hour meeting is all about getting to know each other to make sure SurePlan is a good fit for you. If preferred, we can meet you at your home one weekday evening (we find that’s easiest if you work normal hours).
We’ll look at where you’re at right now, financially, and where you’re aiming to be. We will briefly run through our scope of service, process and costs with you, outline the information we require and answer any questions you might have. If you are keen to proceed, we’ll take it from there.
If you’re not quite ready to meet with us, why not take a couple of minutes to phone us with your questions? We are always happy to have a chat.
There’s no time like the present to get started on your financial journey. Take the first step with a free no-obligation in-home consultation, and discover how we can help you get from where you are now to where you really want to be.