SurePlan Financial Employee Directory

At SurePlan, we know that planning is the foundation for success in any endeavour. 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. Gaining the right financial advice is often the first step that allows... you to make the right decisions for your and your family’s future. The right advice is right because it fits your life, your aspirations and assists you to have more of the things that are important to you no matter what stage you are at. Once you are completely clear on how our client-planner relationship works based around the 6 steps of financial planning we can then start to work through the 3 key steps in the advice process. Gathering client data, including goals, analysing and evaluating your financial status, Developing and presenting financial recommendations and / or alternatives.Read More