Plansure

Finance · Australia · 1-10 Employees

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Overview

Headquarters

1 Hughes St, Unley, South Australia, 506...

Phone Number

+61 1300752678

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Plansure

Plansure is a boutique financial planning firm based in Adelaide, South Australia, offering personalized financial strategies for busy professionals, families, and retirees. With a team-based approach and over 40 years of combined experience, they provide honest financial guidance to help clients navigate life's significant moments and build a secure future. Plansure emphasizes unique, tailored financial plans rather than cookie-cutter solutions, ensuring that each strategy aligns with the client's values and life vision. Their services include wealth creation, self-managed super, life and retirement planning, and legacy planning.Explore more
Plansure's Social MediaPopular SearchesPlansureSIC Code 62,628NAICS Code 52,523Show more

Plansure Org Chart

Peter Paterson, Chief Executive Officer at Plansure
Australia flag for contact location.

Chief Executive Officer

PhoneEmail
AA
Australia flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plansure

<$5M
1-10
Private
-
2000
$5.4M
11-50
Private
-
2012
<$5M
11-50
Private
-
-
EL
Eujoon LimFinancial Advisor
<$5M
1-10
Private
-
2021
JC
Jace CordellFounder & Financial Chief & Advisor
<$5M
1-10
Private
-
-
AT
Andrew TravisDirector, Financial Adivsor
<$5M
1-10
Private
-
2013
AK
Albert KurisFounder & Principal & Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Plansure is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Plansure is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plansure.

Plansure Tech Stack

A closer look at the technologies used by Plansure

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Frequently Asked Questions Regarding Plansure

What is Plansure's official website?
Plansure's official website is www.plansure.com.au
What is Plansure's Revenue?
Plansure's revenue is <$5 Million
What is Plansure's SIC code?
Plansure's SIC: 62,628
What is Plansure's NAICS code?
Plansure's NAICS: 52,523
How many employees does Plansure have?
Plansure has 1-10 employees
What industry does Plansure belong to?
Plansure is in the industry of: Finance, Securities Trading
What is Plansure competition?
Plansure top competitors include: Southern Advisory, Steel Lake Advisory Services, MBA Wealth Solutions, Durand Financial Services
What technology does Plansure use?
Some of the popular technologies that Plansure uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Microsoft 365
How do I contact Plansure?
Plansure contact info: Phone number: +61 1300752678 Website: www.plansure.com.au
What does Plansure do?

Plansure is a boutique financial planning firm based in Adelaide, South Australia, offering personalized financial strategies for busy professionals, families, and retirees. With a team-based approach and over 40 years of combined experience, they provide honest financial guidance to help clients navigate life's significant moments and build a secu... re future. Plansure emphasizes unique, tailored financial plans rather than cookie-cutter solutions, ensuring that each strategy aligns with the client's values and life vision. Their services include wealth creation, self-managed super, life and retirement planning, and legacy planning.Read More

What are Plansure social media links?
Plansure Linkedin page Plansure Facebook page
Is Plansure a public company?
Plansure is private company therefore does not currently have an official ticker symbol
See more information about Plansure

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