PlanProtect – Financial Planning
Dream
We all have dreams – it may be a new house, a holiday, a fabulous retirement or something else entirely. Whatever it is, we can help you achieve it. At PlanProtect we spend the first appointment with you finding out what is important to you. We ask about what you have already achieved and your current lifestyle, what you want in the future and when you want it.
We have been extremely happy in our dealings with yourself and the staff at Plan Protect. … We were able to reduce our tax considerably last financial year with a gearing strategy you set up for us.
Charmaine Cockburn, Wizard Home Loans
Create
At PlanProtect we take care with your dreams. We use our years of education and experience to create an effective strategy to help you realise your dreams sooner. Our planning process involves a panel of experts who first decide on the most appropriate strategy. Once this is fine tuned to our satisfaction we then search for the best available products from a large range of high quality providers.
Prior to dealing with you , I lived like most from month to month and had no real superannuation or savings strategy. Since our meeting , having a plan written up, goals put into place and having a renewed focus in how I manage my money, I have been pleasantly surprised at how easy it can be to build wealth. I am very pleased with the products , the level of service and friendly advice you have provided to me and I will continue to recommend your services to both my family and work colleagues.
Ben Bishton National Operations Manager I-View
Plan
This is the shortest path to your dream. We know that you want to get on with your life, so we spend our time planning for your future. We have arrived with a plan that will get you exactly where you want to go. Our plan is like an instruction book on how to get what you want. It explains simply what you need to do to realise your dream. It also explains why we chose this path, what you can expect and when.
Plan Protect for Karen and I has changed our lives. I do not say that lightly, but it is a fact. … the advice received in regards to insurance and financial planning has left a huge legacy in our lives. I am not just talking about paper profit, but real dollars in our bank account, not to mention peace of mind. … Go on, give them a go, whether you are conservative or bullish they have a plan for you.
Karen & Rob de Ridder, PNA JP
Protect
At PlanProtect, we want to look after you and your family. In everything we do, there is an element of risk. We make sure that we do everything we can to minimise the risks that you face in everyday life. Our plan will include a risk management strategy both for you and your investments. We explain exactly what the risks are and explain the strategies that we use to protect you from those risks. You can sleep well when we are looking after you.
Thanks to you Anthony, Byron and the rest of your team my super is now consolidated. We have a goal and a plan with sufficient time to achieve it. I don’t worry now. Even when the stock market dips you and your team are readily available and quick to respond to questions and issues.
Simon Smith
Enjoy
You are now on your way to acheiving your dreams. We want you to enjoy the experience from start to finish. We will keep in contact with you to let you know how things are going. We love seeing the great results of our work and enjoying it with you. We are also available whenever you need us with a fully staffed office. Our staff are highly qualified and enjoy helping you with any enquiries that you may have.
Dream
You will always have more dreams. As you achieve one dream, another will take its place. At PlanProtect, we want to be there for you as your dreams change. We will review your situation on a regular basis. We want to continually update your plan so it reflects your new dreams and what is important to you as your life changes.
Ask us your
financial planning question
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02 9452 7871
