Planwise
Tailor-made Financial Solutions
Ensure your financial goals are reached, your dreams are realised and your business / family and future are protected.
Success is not to be measured so much by the position one has reached, but rather by the obstacles one has overcome to get there.
Welcome to a new era in the delivery of financial services.
At Planwise Limited, we believe that financial success starts with a clear plan and personalised guidance. Our team are committed to providing you with the tools and knowledge you need to make informed decisions about your financial future.
Your health is your most important asset and at Planwise, we ensure your Personal Insurance bridges the financial gap during tough times, allowing you to focus on what truly matters.
Business Insurance protects your livelihood and ensures your business continues to thrive, covering financial gaps if your health affects your ability to work and maintain operations.
Corporate Insurance safeguards company value, protects stakeholders, provides employee benefits, and ensures compliance with legal and constitutional obligations.
Hear From Our Valued Clients
Thank you for being you, for having the passion to treat your clients as humans and for having the extra that it takes to have incredible relationships and a love for what you do. We have never experienced a service like you give and I love and respect your service as you give service to your clients as I do in my business. Thank you. I am so in awe of how you handled some of your client’s claims. Your expectations are not too high or unreasonable. It is true and is so needed in many service professions. Thank you for caring about those you serve.
Carolyn Lowe – Director of CML Promotions
I assess claims for death and terminal Illness. At claim time many advisers don’t want to be involved, but when you are dealing with a claim that Planwise are the advisers it is a different story. I’ve had a lot of dealings with Christina Baillie from Planwise and would just like to pass on that 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
Thanks so much for sorting out the insurance claim, Shona & I are so appreciative. If it wasn’t for you this would have never happened and the opportunity would have passed us by. We were at first not very optimistic that you would get a claim on our Trauma policy paid out for a health event that happened 14 years ago which we would not have known we could have claimed at that time. I really put it down to your expertise and excellent industry knowledge. I’m not sure if any other adviser would have achieved the result you got for us. The process of putting the replacement trauma cover back in place was also seamless and very easy. This has changed our lives. Thanks again!
Roger Shaw – Commercial Manager of Kiwibank
Why Work With Us?
Trusted Professionals
As seasoned professionals, our personal experiences have enabled us to see opportunities and options that others may not.
No one needs to stand-alone, and in times of hardship, we all need someone to rely on. We are committed to being that someone.
Stress Free Insurance
Our team at Planwise is committed to making your insurance process simple and straightforward.
From personalised policy recommendations to seamless claims assistance, we ensure that obtaining and managing insurance coverage with us is hassle-free.
Working With You
While some will see insurance as what we do, our real job is working for you when the chips are down.
These can be stressful, emotional times and this is when our team at Planwise excel.
Trusted Professionals
As seasoned professionals, our personal experiences have enabled us to see opportunities and options that others may not.
No one needs to stand-alone, and in times of hardship, we all need someone to rely on. We are committed to being that someone.
Working With You
While some will see insurance as what we do, our real job is working for you when the chips are down.
These can be stressful, emotional times and this is when our team at Planwise excel.
Stress Free Insurance
Our team at Planwise is committed to making your insurance process simple and straightforward.
From personalised policy recommendations to seamless claims assistance, we ensure that obtaining and managing insurance coverage with us is hassle-free.
“Being the support when people need it most through the challenges in life – when the chips are down that’s where you will find me. I am passionate about people – most importantly, my clients. I have a passion for youth – the future of life – they need support and help to navigate this complicated journey of life.”
Bruce Cortesi
