Established in 1993, SurePlan Financial is a leading financial advice provider in New Zealand. The company's mission is to help Kiwis achieve their financial goals through personalized, expert advice. They specialize in a range of services including retirement planning, KiwiSaver advice, investment strategies, and personal insurance (life, trauma, and income protection). SurePlan operates as a licensed Financial Advice Provider, focusing on building long-term relationships with clients to ensure their financial security and growth.

Founded in

New Zealand