About Us
Our team is your team.
At Planwise Limited, our story began when a group of leading financial advisers came together, united by a shared vision. We wanted to create a company that genuinely cares about its clients and is passionate about helping them achieve their financial goals.
From this commitment, Planwise Limited was founded to deliver genuine care, driven by unbiased, simple, and professional advice.
Our secret is not just what we sell, it’s what we do for you and when.
BRUCE CORTESI
Licenced Financial Adviser/Director
CHRISTINA BAILLIE
Claims and Home Loans Administration Manager
NIKKI CRESSWELL
Insurance and Administration Manager
