SurePlan Financial - Grafton
5/5
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based on 8 reviews
About SurePlan Financial
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.
Contact SurePlan Financial
| Address : | CSG Building Level 4/1 Nugent Street, Grafton, Auckland 1023, New Zealand |
| Phone : | π +997 |
| Postal code : | 1023 |
| Website : | http://www.getsure.co.nz/ |
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Victoria Piggott on Google
β β β β β The team at Sureplan have been great. Mike, John, David, Daria, Thalini and Chrissie. We are working towards financial freedom. Have saved a lot and began our 1st investment property purchase. Anytime I need advice I just pick up the phone.
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Craig Saunders on Google
β β β β β My wife and i have been dealing with Sure Plan over the past 8 years. They have been fantastic to work with. Helping us with our finances and driving us to make great decisions and how we should be using the equity in our current home to make the most of our retirement. I thoroughly recommend the team at Sure Plan they have certainly had a positive impact on my family's life. Craig Saunders
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Jennifer Insley on Google
β β β β β My husband and I have had the team at Sureplan helping us for around 5 years now. I am amazed at what we have achieved with our finances in this time. The team is lovely to deal with - great communication, lots of extra tips & advice and quick responses. Thank you for helping us set goals / make a plan specific to our family and for your help & guidance in making it happen!
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Lawrence Higham on Google
β β β β β We first met with SurePlan Financial in 2014 and they put together a financial plan for us. I was impressed with what they came up with and my wife and had it implemented shortly after.
SurePlan came up with a way to pay down our mortgage years earlier without sacrificing our lifestyle saving us tens of thousands of dollars. The results to date have been much better than predicted. Thanks to the team we are now in great shape for future retirement.
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Pete A on Google
β β β β β John and his team at SurePlan have been invaluable in providing us with a plan to achieve our long term financial goals.
From our very first meeting I was pleasantly surprised at how down to earth and approachable everyone in the team has been. The level of support and communication we have received has been excellent, helpful and reassuring.
There is a level of comfort knowing that John and his team are always there to help guide, organize and plan for our financial goals.
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Deborah Bensley on Google
β β β β β We have been with SUREPLAN for a few years now and over that that time we have seen our net wealth has increase.
Mike Allen (Director of SUREPLAN) is highly intelligent and personable investor/analyst who has helped us take a macro view of our finances and set out a βbig picture planβ for our next 20 years.
He has a great ability to recognize where you are at and develop a plan that is sustainable and realistic with its main goal being wealth generating.
Mike and his team have set us up with βeveryday livingβ financial structures that have assisted us in our spending on our small and large daily items.
Coupled with that they follow up with us once a month with a quick call or email to support us with our plan.
They are encouraging and knowledgeable about the latest techniques and up to date on Government policy. They are fully regulated under Government financial regulations and ensure we are informed on the latest developments.
We would highly encourage a chat with the team as they have made a material difference to us.
Regards Dave and Debs Bensley
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Aaron Maxwell on Google
β β β β β The Sureplan team are great to work with. Sureplan have helped us map out our financial options and supported us in implementing a financial strategy that sees us moving closer towards our retirement goals and ensuring our children are also planned for into the future, very professional and knowledgeable and a pleasure to work with
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Kelly Chambers on Google
β β β β β Thilini is an absolute superstar to deal with. Her communication is so clear and concise, she lays all the options out and provides us with all the information so we can make the best choice for our situation. Love working with her.
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