What Makes PlanPlus Different?
PlanPlus Wealth Advisers are comprised of professionals whose expertise lies in all things retirement planning. Our years of experience have given us an edge and understanding of the ins and outs of retirement strategy and legislation.
Rather than basing our advice on particular products and ‘flavours of the week’, we use our own research based ‘Strategy First’ approach to advise provision. We want to make sure that the advice we provide to you is totally relevant to you.
Trust & Responsibility
PlanPlus value the trust you place in us by engaging our services. We want to make sure our advice shapes your future in a positive way for many years to come. Therefore we place great importance on getting to know your situation before we provide you with any recommendations. This ensures any information we give you is totally relevant to your own situation.
We we complete a Risk Profiling tool so we can have an idea regarding the structure of your investments in relation to your tolerance for financial risk. We want to ensure that you are comfortable with your investment portfolio.
Please click here for a detailed rundown on our 6-Step Process.