Planwise Limited

Welcome to Planwise Limited, your trusted establishment in the heart of Mount Maunganui, Bay of Plenty, New Zealand. As a leading finance and insurance agency, we strive to provide exceptional services and solutions tailored to meet your individual needs.

At Planwise Limited, we understand that financial planning and insurance can be complex and overwhelming. That's why our team of experienced professionals is here to guide you every step of the way, ensuring that you make informed decisions that align with your goals and aspirations.

Whether you are a young professional looking to secure your future, a growing family seeking comprehensive insurance coverage, or a business owner in need of expert financial strategies, we have the knowledge and expertise to assist you. With our extensive range of services, we offer a holistic approach to financial planning, including retirement planning, investment strategies, risk management, and more.

We pride ourselves on building strong, long-lasting relationships with our clients, based on trust, integrity, and open communication. We take the time to understand your unique circumstances, goals, and aspirations, allowing us to develop personalized solutions that cater to your specific needs. Our commitment to excellence means that we are always staying up-to-date with the latest industry trends and regulations, ensuring that you receive the highest standard of service.

While our website is currently undergoing reconstruction, we appreciate your patience and assure you that it will be back up and running soon. In the meantime, please don't hesitate to contact us directly for any inquiries or to schedule a consultation. Our friendly team is ready to assist you and provide the guidance you need to make informed financial decisions.

Planwise Limited is not just a financial institution; we are your trusted partner in securing a brighter and more prosperous future. Join us today and experience the difference of working with a dedicated team that puts your best interests first.