Brand profile · Financial Services

SurePlan Financial

SurePlan Financial runs a Financial Services operation from Auckland. Privately held, at sureplanfinancial.co.nz. It holds one address on record, all in New Zealand. It employs 23 people, on the record. It lists property investment, retirement planning and estate planning among its specialties. The record links two similar brands, most of them in Accounting.

sureplanfinancial.co.nz LinkedIn

Profile live Privately Held Founded 2011 1 office country
Counted staff
23
self-reported 11–50 band
Founded
2011
15 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Enjoy better financial results and confidence because of advice and support from SurePlan Financial.

We are a team of qualified professionals with a proven track record of achieving results for our clients. Pay off your mortgage faster, build wealth through smart investing, protect your wealth with estate planning and have the life you and your loved ones deserve.

SurePlan's Financial Wellness programs are all about empowering individuals to take positive financial steps with confidence. SurePlan is proud to partner with organisations by supporting their teams through workshops, webinars and one on one support.

For regulatory information including disclosure and privacy please visit the SurePlan website.

Specialties

All 10 specialties
  • Managed Fund & KiwiSaver
  • Property Investment
  • Estate Planning
  • Spending Plans
  • Retirement Planning
  • Insurance Planning
  • Holistic Financial Planning
  • Mortgage Broking
  • Financial Wellness
  • Accelerated Mortgage Repayment

Related specialties

Locations

New Zealandprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary NZ. Codes: NZ.1 countryprimary NZNZ
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Countries1
Primary countryNZ

All codes: NZ

Addresses

  • NZ1 Nugent St; Auckland, 1023Primary

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Spending power

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

Spending power

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Signals & hiring

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

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Financials

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

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Fiscal period
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Revenue
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People & contacts

4 employee profiles on record · names withheld.

The people relation is never requested, so there is nothing here to unlock.

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FAQ

How many people work at SurePlan Financial?

23 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does SurePlan Financial have offices?

One address on record, New Zealand only. Primary: 1 Nugent St, Auckland 1023.

Has SurePlan Financial raised funding?

None linked to this brand.

What does SurePlan Financial list as its specialties?

Ten tags on the brand's own list, among them property investment, retirement planning and estate planning.

Which companies are listed alongside SurePlan Financial?

Two peer profiles on record: GR8 Global Philippines and Randolph 700 Alliance Team.

What is SurePlan Financial's website?

sureplanfinancial.co.nz