SurePlan Financial

Craig & Nicola have been valued SurePlan clients since 2011.
Here, they tell us in their own words what the experience has been like for them.

Securing a financial future can look daunting at first. But taking those initial steps helps you to support yourself and understand savings more.
Here at SurePlan we understand your needs and tailor your financial plan so that you benefit the most from it.

If you think you could benefit from a free no-obligation consultation
contact us today at: www.sureplanfinancial.co.nz

https://youtu.be/cUPsmCvXQ2Y

Craig & Nicola Saunders Client Story Craig & Nicola have been valued SurePlan clients since 2011. Here. they tell us in their own words what the experience has been like for them.Securing a fina...

When the going gets tough, the tough make plans 🫡

One of the best compliments any business can receive from its clients is a referral to a friend or colleague.
When our clients are referring their own kids to us, it tells us that we're doing the right stuff.
It also tells us we've been doing this for a while!

Bryce Hall & Jamie Hall Client Story Bryce & Joanne Hall have been SurePlan clients since 2015Their son Jamie & his wife Stevie came on board with us in 2021.Jamie & Bryce got together recently ...

Every now & then, we ask one of our long-standing client families to have a chat with a videographer to give an impression of what working with us has been like for them. It's always interesting to hear what people have to say.
Shane & Teri have been valued SurePlan clients since 2015 and were kind enough to grant an interview a few weeks ago.
This isn't an ad, it's not scripted. This is their experience in their own words.

Where will you be in seven years' time?

Shane & Teri Ta'ala SurePlan Testimonial Shane & Teri have been valued SurePlan clients since 2015. Here. they tell us in their own words what the experience has been like for them.To find out more,...

Our boss John Schell weighing in along with Squirrel CEO John Bolton about the lending rule changes.

Petition to rewrite laws mortgage advisers say are 'working against the NZ public' High-profile broker John Bolton starts petition to walk back lending law changes.

It's hard to believe it's only a few weeks until Christmas! Another year has flown by and if you're a client of ours we hope you've enjoyed seeing your financial goals progress.
If you've been thinking about getting a plan in place all year but haven't seemed to find the time for it, drop us an email at [email protected] and let us help you make 2020 your year to smash it!

Pantry Door Savings Plan Smash 20 year Mortgage We’ve all been there. That moment when your bank balance flashes up with insufficient funds and pay day seems a long way off. Plus, there is that niggling fear that a large payment is due to go out of your account today! For Nicola Martelli, it was a Friday, end of term – end

Happy New Year to all our valued clients. The office is open again today after our Christmas break & the team is back at work, so please do get in touch if there's anything we can help you with. Here's to a prosperous 2019 :)

ask yourself this: Are you financially better off than 5 years ago? Could genuine advice and a little planning get you further?

Are you financially better off than 5 years ago? Where do you want to be in five years? It’s a question we hear often. Most of us probably have a similar ideal - a little more money in the bank, perhaps a new car, a bigger home, a few holidays under the belt, sitting comfortably enjoying a lifestyle we love.

The holiday season is almost here, find out what the Top 5 holiday destinations for our clients are:

Top 5 family holiday destinations Family holidays are such a memorable part of growing up. From camping trips to overseas adventures, taking the kids away is an opportunity to create memories, experience new things together, expose your children to different cultures and places, and just spend some quality time together away from th...

What does your retirement look like? For the Coopers it's "to be comfortable". Read their story here:

WHAT DOES YOUR RETIREMENT LOOK LIKE? Think of what your retirement might look like. Is it escaping winter every year to travel? Maybe it’s sitting on a portfolio of investment properties that pull in a tidy income or do you see yourself having the luxury to visit family and friends a lot more than you do now? When Mike and Janine

If you’re clever, there are some ways that you can keep your petrol costs down. While it pays to shop around to find the best price in town, that’s not always convenient or time efficient. So, to give you a hand, we’ve hunted down the best ways to save on gas

The rising cost of living - surviving Auckland’s petrol tax Forget about the cost of housing, tackling the rising cost of living is the first hurdle for many New Zealanders. Rising wages can’t seem to keep up with rising prices of basic living necessities, and the introduction of Auckland’s petrol tax has put added pressure on already stressed budgets. A...