Brand profile · Financial Services

Plansure

Plansure runs a Financial Services operation from Unley. It is privately held, and its site is plansure.com.au. It holds one address on record, all in Australia. Headcount on record is 8. Its work is tagged financial advice, personal insurance and transition to retirement. The record links seven similar brands, most of them in Financial Services.

plansure.com.au LinkedIn

Profile live Privately Held Founded 2000 1 office country
Counted staff
8
self-reported 2–10 band
Founded
2000
26 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

Plansure is a boutique financial planning firm based in Unley, South Australia.

Our strategists and support team genuinely give a hoot about our clients and their financial success. We work with our clients to create realistic strategies based on their unique situations.

We travel all over Australia, with clients also based in Darwin, Perth, Brisbane and Melbourne to name a few!

Specialties

All 12 specialties
  • Wealth Creation
  • Superannuation
  • Personal Insurance
  • Retirement Income
  • Business Succession
  • Estate Planning
  • Structured Products
  • SMSF
  • Financial planning
  • Financial advice
  • Transition to retirement
  • Tax Minimisation

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU1 Hughes Street; Unley , SA 5061Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Notify me about spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend
Notify me about signals

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
Notify me about financials

People & contacts

4 employee profiles on record · names withheld.

Names are withheld until a consented source exists.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at Plansure?

8 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Plansure have offices?

One address on record, Australia only. Primary: 1 Hughes Street, Unley, SA 5061.

Has Plansure raised funding?

None linked to this brand.

What does Plansure list as its specialties?

12 tags on the brand's own list, among them financial advice, personal insurance and transition to retirement.

Which companies are listed alongside Plansure?

Seven peer profiles on record: Clique Finance and Adelaide Private Wealth.

What is Plansure's website?

plansure.com.au