Your financial journey
with planr

Set a new financial course with planr, the independent financial advisers who work with you to get the most out of your money. Our approach to financial planning is straightforward. As your partner, you tell us what you want from your finances and we work to make it happen. Financial planning is an individual, lifelong journey and our advice and plans are bespoke to you and your family’s circumstances.

START YOUR JOURNEY WITH A CONSULTATION

What we do

All our financial planning advice is offered with you and your unique circumstances in mind. We find out what you want out of your money then tailor our advice to fit your needs. We help with:

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Retirement planning

We plan, set up and manage your retirement fund to make the transition seamless.
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Savings and investments

We help you set and meet current and future financial goals to grow your money.
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Investment management

We actively manage your investments so you don’t have to worry about them.
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Tax planning

We get the most out of your money with comprehensive tax planning.
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Estate planning

We help make sure your loved ones are taken care of in the future.

Who we are

We are a team of independent financial planners offering impartial, tailor-made advice to safeguard your financial future. With over 50 years of collective expertise and experience we are well placed to be your financial partner, now and for the future. Find our more about us and our services.

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How we work

Our four-step process is straightforward and transparent.
This is what you can expect when you work with us:

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Talk

We find out more about you and your financial goals and desires.
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Plan

Together we regularly review progress, tweaking the plan as necessary.
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Execute

Once approved,
we put your plan into action.
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Review

We create a research-based financial plan to meet those goals.

Find out more about the process and how we work on our client journey page.

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Let’s get started

Take the next step for your finances by talking to us, wherever you are on your financial journey. We will answer any questions you have and you can decide if we are the right financial planning advisers for you.

START HERE