Plan Protect is a financial planning firm with four key values: Health, Family, Lifestyle and Fun.
These values are what drives our advice to you. Our clients enjoy coming to the office. Our staff know all our clients personally and there is always a chat that happens before any meeting. The chat is followed by coffee or tea (usually served with a glass of water) and then we discuss recent travel, children, grandchildren, activities, pets and other topics which are all more interesting than the numbers. We then get to the financial part of the meeting. Meetings generally last an hour or more, depending on how much we need to discuss.
We have regular client functions including talks from some of our best fund managers and social events. These are usually held in our boardroom at our Frenchs Forest office. We love our Northern Beaches location. We have lovely views from the office and lots of free parking. We can walk to the post office for exercise and down the road from a large gym. The beach and restaurants of Dee Why are only 10 minutes away. We are located just off Warringah Road, so it is easy to get to us if you're not from 'the beaches'.
Janne Ashton has been the principal of Plan Protect since its inception in 2004. Most of the staff have been with Plan Protect for a long time: Byron Pritchard 14 years; Pamela Quilliam 10 years; Louise Cook 10 years and Elise Keays (our newest recruit)! This is a reflection of our values.
Plan Protect is licensed by Godfrey Pembroke Ltd.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Level 4, Suite 4.01, 10 Tilley Lane,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.planprotect.com.au
- Keywords
- Financial Planning, Post GFC Investing, Wealth Creation, Income Protection, Corporate Financial Planning, Retirement Planning, Executive Financial Planning, Taxation Planning, Personal Insurance, Investment, Superannuation, SMSF, Lifestyle, Health, Family, Fun.
- HQ
- Frenchs Forest, NSW
Plan Protect Questions
Plan Protect's website is http://www.planprotect.com.au
Plan Protect's LinkedIn profile is https://au.linkedin.com/company/plan-protect
Plan Protect has
5 employees.
View email and phone details for 5
employees at Plan Protect.
Plan Protect's industry is
Financial Services
Plan Protect's top competitors are
Rbc Capital Markets,
Centre Hospitalier De La Cote Basque,
Exxonmobil,
Neste,
Ncm Financial Services,
Lad Trade Sa,
Bspoke Insurance Group,
Hsbc,
Socfin,
Otcex.
Plan Protect's categories are Financial Services
Plan Protect's founding year is 2004
