It's about relationships and commitment and's not what we sell it's what we do for you and when...that's what really counts!


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Client Feedback 

Your Claims Specialist who I deal with is absolutely fantastic.  I just have to ring her and she helps me with anything – I really like dealing with her it’s all so simple.
I can't fault anything; the Planwise Claims Specialist was very helpful, professional, and quick with communication.  Payments to the Specialist were fast, no hold-ups. All in all a pain free experience.
Hi Guys,
I was very happy with how my claims were handled with both my operations last year.  The response and turnover was very quick with reimbursements to the appropriate practitioners and hospital care.  Thank you so much.  Your staff are amazing take care of them. I need to meet with you at some time soon to discuss my insurances.
Both my partner and I have been very happy with the prompt and effortless
service from PlanWise they have been efficient and positive thru the whole process of obtaining a loan for our property. Christina also needs a mention her manner and knowledge has been helpful, and calming.

Throughout my association with Planwise, they have shared in my vision and my achievements and have been vital to my business growth. Knowing where I am going and what I am going to do when I get there is the best reward of all. When I get fed up and tired of always feeling in competition with my competitors, I know and trust that Planwise will always be there to keep the doors open to a brighter future. Working together is the key to my success.
Working side by side with like-minded business people means I can take on the world. Thanks Planwise.

Carol Stovold - Director of Quality Kidz

Insurance Providers:-

I assess claims for death and TI.


At claim time many brokers don’t want to be involved, but when you are dealing with a claim that Planwise are the brokers for it is a different story.

I’ve had a lot of dealings with Christina Bailie from Planwise and would just like to pass on the they do great work on behalf of their clients.  Christina seems to look after the clients at claim time – she is fantastic.  She understands the process, liaises with the clients and sends all the information to us on their behalf.  They go the extra mile to assist their clients at a very stressful time. - Sharon Knight - Claims Specialist - Sovereign. 

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