Meet the PlanWise
Independent non-biased advice you can trust....
We are not new to the industry, as seasoned professionals we believe our personal experiences over the years enables us to see opportunities and options others may not.
A copy of the Planwise Disclosure Statement for all Financial Advisors is available free of charge by emailing email@example.com or you may download a printable version (PDF) by clicking here.....
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With experience comes wisdom...
and commitment.....it's about relationships and trust.
When a group of leading Financial Advisors came together, we all shared the same vision to create a company that genuinely cares about its clients and is passionate about helping them achieve their financial goals.
From this PlanWise Ltd has been created to deliver just that, genuine care, driven by unbiased, simple professional advice.
Our secret is not just what we sell, it's what we do for you and when....
Bay of Plenty: Head Office
- Christina - Claims - Mortgages - (Practice Manager)
- Samarah - Receptionist
- Maxine - PA for Bruce Cortesi & Peter Griffin
- Sue - Sales Strategies
- Nikki - New Business Admin
- Dale - Marketing (Associate)
To be a Planwise Financial Advisor you must also be a member of the PAA. Ongoing training forms a part of the requirements and conditions of membership. Each Individual Planwise Financial Advisor is committed to completing a minimum of 20 hours continuous industry related education every twelve months. Planwise Financial Advisors attend/read/participate in all relevant and applicable publications, seminars, product provider workshops, product accreditation/updates and individual study. Each individual Financial Advisor can be audited at any time to provide evidence of their continuous education.
You can check on any Financial Advisors Registration by visiting www.fspr.govt.nz and searching for their name or FSP Number.