SurePlan Financial

Reviews, get directions and contact details for SurePlan Financial

About

We provide professional financial services for busy Kiwi families.

Story

Get in touch with us for: Financial Planning, Mortgage & Insurance advice, Kiwisaver and Investments

Address: Level 4, 1 Nugent Street, (Konica-Minolta Building), Grafton, Auckland 1023, New Zealand

Phone: 09-551 9071

Website

zn.oc.erusteg@nalp

State: Auckland

City: Auckland

Zip Code: 1023

Opening Hours

Monday: 9:00 AM – 9:00 PM
Tuesday: 9:00 AM – 9:00 PM
Wednesday: 9:00 AM – 9:00 PM
Thursday: 9:00 AM – 9:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

My wife and i have been dealing with Sure Plan over the past 8 years. They have been fantastic to work with. Helping us with our finances and driving us to make great decisions and how we should be using the equity in our current home to make the most of our retirement. I thoroughly recommend the team at Sure Plan they have certainly had a positive impact on my family's life. Craig Saunders

 7 years ago (19-04-2018)

Mike is fantastic to deal with. You go into his office not knowing what to expect and coming out with a lot of thoughts on where you are at with your finances and with a better idea on how to achieve goals. Thoroughly recommend.

 7 years ago (16-04-2018)

Great service. A very professional team that have helped us to realize our financial goals and aim for a far more secure financial future. Thanks guys.

 8 years ago (03-12-2017)

I was really offended by this company who cancelled an appointment half an hour before because John found out my husband would not be  present,despite the fact that I own my own house and have my own finances, and mortgage in my own name. It is 2017....not 1960's. I am a woman and I am independent. What was of concern it is a 50 minute drive from Auckland to my house and he hadn't even left the office half an house before the appointment when he called !!!!

 8 years ago (19-10-2017)

Great bunch of people to work with and very diligent with their advice and planning.  
I will definitely continue to work with them 😊

 9 years ago (18-08-2016)

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