SurePlan Financial

Weve been with SurePlan for about three years now. Ever since weve been married, my wife and I have struggled to get on top of our finances. For the first time, with our friends at Sureplans help, we have a budget, were living within it, and were making progress financially. Its a great feeling.
Apr 23rd, 2023

We've been with SurePlan Financial for 2 years now and they've really helped get on track with our finances. We have been able to track our spending and plan for the future. It was confronting laying out all our spending on the line - but SurePlan made it easy. Excellent, friendly, knowledgeable service !!!!
Nov 23rd, 2022

Positive: Professionalism, Quality, Responsiveness, Value
Apr 21st, 2022

We have been with SUREPLAN for a few years now and over that that time we have seen our net wealth has increase. Mike Allen (Director of SUREPLAN) is highly intelligent and personable investor/analyst who has helped us take a macro view of our finances and set out a big picture plan for our next 20 years. He has a great ability to recognize where you are at and develop a plan that is sustainable and realistic with its main goal being wealth generating. Mike and his team have set us up with everyday living financial structures that have assisted us in our spending on our small and large daily items. Coupled with that they follow up with us once a month with a quick call or email to support us with our plan. They are encouraging and knowledgeable about the latest techniques and up to date on Government policy. They are fully regulated under Government financial regulations and ensure we are informed on the latest developments. We would highly encourage a chat with the team as they have made a material difference to us. Regards Dave and Debs Bensley
Feb 1st, 2022

One year ago, My husband & I decided to sign up with Sureplan, after the recommendation from a friend of a friend. When I told my husband that I had set up an initial consultation with one of the Sureplan advisors, he was not particularly happy lol. He was under the impression that we were managing our finances fairly well, and didnt see the need for any outside help. I was 27 & my husband was 31 years old when we sat down for our initial consultation with Gareth from Sureplan. We truly went into our initial consultation thinking that we were going to share with Sureplan our financial state, to which they would say, were too far gone, or were too young to be making these kinds of money moves and decisions. We had a sum of debt on our credit card, as well as past debt from when we were younger & foolish with our finances. We truly thought that our ages, as well as our current state of debt, would be our biggest set backs in trying to make big money decisions like these with Sureplan. Man, were we wrong! Gareth from Sureplan saw the potential in us as a couple, and helped us believe that we could experience financial freedom, not just when were older, but right now. We linked up with Gareth & Mike, and both of them were so supportive of our future financial goals and made us feel at ease with what was ahead. Today, my husband and I can 100% say that we are in a place of financial freedom, this young, that we NEVER would have experienced without the help of Gareth, Mike, and Sureplan altogether. We thought that our ages & current financial state, would be our biggest set back in trying to make big money decisions like these, but Sureplan jumped at the opportunity to support us, and have continued to do so, one year on. Within a year, weve absolutely smashed our financial goals and then some. In one year of signing up with Sureplan we have knocked off $20,000 of our mortgage, paid for 5 nights flights + accom to Rarotonga for a holiday, & two staycations around NZ, paid off all our debt from our previous credit card (to which we no longer have anymore, as we are in no financial need of being in credit to buy/pay for things), and so much more. All of this was paid for in FULL and not in credit, which is something we never could have been able to say prior to signing up with Sureplan. What were trying to say is that Sureplan helped put us in a financial place where we had enough savings to pay for things in full, rather than in credit, and STILL have cash left over to live comfortably, treat ourselves, and give/donate to the things that matter to us. Their guidance and financial advice never put us in a place of financial deficit ever, which is what we perceive people, particularly young people like us, think when they think of requiring the help of a financial advisor. People our age tend to think that once you sign up with a financial advisor, theyre just going to cost you more than youre ever going to save, and you wont be able to spend money where you like. It was the total opposite with Sureplan. They advised us where to save, advised us where to invest, celebrated with us when we were in a place to purchase new things for ourselves, and had our best interests at heart, with every piece of advice and guidance they gave us. I dont know where wed be without Sureplans help over the past year, but I know it wouldnt be where we are today. We can honestly testify that signing up with Sureplan has been one of the best and most life-changing decisions weve ever made. This is what weve achieved under the guidance + support of Sureplan in just one year. We cannot even begin to imagine whats ahead of us in the years to come! Thank you Gareth, Mike & Sureplan! You guys are the best!
Aug 26th, 2022