PlanPlus Wealth Advisers are experts in financial planning for retirement.
Our Financial planners can help you so that you can take full advantage of your retirement. Through our tried-and-true processes, we will get to know your individual situation so that we can provide you with tailored financial advice designed specifically to meet your circumstances and needs.
We believe in working with you to achieve your goals. Our investment strategies are designed with Retirees and Pre-retirees in mind, so you can rest assured that our service will be totally relevant to you.
We pride ourselves on our integrity and quality of service.
Our success is measured by your satisfaction with our services.
Our commitment to You:
- We will always strive to be unbiased and your interests will come first at all times.
- We will treat you fairly.
- We will state clearly what we can and cannot do.
- We will be friendly, courteous and responsive.
- We will act with integrity, honesty and openness in all our dealings with you.
- We will maintain total transparency of our service to you.
- We will protect and respect your confidentiality.
We expect to develop a long-term partnership with you, to help you achieve your lifetime financial goals.