What is PlanWise?
PlanWise Limited, based in Tauranga, is a specialized provider of tailored insurance solutions catering to personal, business, and corporate clients. The company is committed to guiding clients toward their financial objectives and safeguarding their futures through bespoke advice and support. Their comprehensive offerings include personal, business, and corporate insurance, alongside a robust business pack designed to equip clients with practical tools and insights. PlanWise endeavors to streamline the insurance acquisition process, ensuring a less stressful experience for clients during critical periods.
How much funding has PlanWise raised?
PlanWise has raised a total of $750K across 1 funding round:
Angel/Seed
$750K
Angel/Seed (2015): $750K with participation from Homeloans Ltd
Key Investors in PlanWise
Homeloans Ltd
Homeloans Ltd is a financial services provider specializing in home loan solutions. Operating since 1985, they offer a diverse range of products for various borrower needs, including first-time homebuyers and investors, and have been recognized for their service and turnaround times.
What's next for PlanWise?
The recent major strategic investment signifies a pivotal moment for PlanWise, likely enabling the company to accelerate its expansion initiatives and enhance its service offerings. This capital infusion is expected to fuel further development in its specialized insurance solutions, potentially targeting new market segments or strengthening its existing client relationships. The company's focus on simplifying insurance processes and providing tailored guidance positions it for sustained growth and increased market share.
See full PlanWise company page
