Knowing that you have a successful plan in place to protect and achieve a financially secure future; That's Peace of Mind! Having confidence in your plan and the assurance that someone is there to standby you every step of the way; That's Planwise! At claim time many Advisors don’t want to be involved, but when you are dealing with a claim for a Planwise client it is a different story. They do great work on behalf of their clients. They go the extra mile to assist at what can be a very stressful time”. (S. Knight Claims Specialist) For the best in financial advise Including:- Insurance, Mortgages and Investment - you need to talk to the people that stand behind their advice and stand behind you during a claim. Talk to a Planwise Adviser today.
| Website | http://www.planwise.co.nz |
| Revenue | $2 million |
| Employees | 4 (1 on RocketReach) |
| Founded | 1998 |
| Address | 59 Girven Road, Bayfair, Mount Maunganui, Bay of Plenty 3152, NZ |
| Phone | +64 7 547 4266 |
| Fax | (647) 572-3590 |
| Technologies | |
| Industry | Financial Services, Insurance |
| Keywords | Financial Security, Peace Of Mind, Financial Planning, Financial Goals, Retirement Planning, Wealth Preservation, Wealth Management, Future Planning, Asset Protection, Investment Advice, Long Term Financial Planning, Retirement Solutions, Estate Planning, Risk Management, Financial Advice, Insurance Planning, Investment Strategies, Estate Planning Services, Tax Planning, Tax Optimization |
| Competitors | Intuit, Sage, Zoho, Xero, MYOB, FreshBooks, Wave HQ, FreeAgent, Reckon, Accounts Recieveable +30 more (view full list) |
| SIC | SIC Code 63 Companies, SIC Code 631 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5241 Companies, NAICS Code 524 Companies, NAICS Code 52411 Companies |
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PlanWise Ltd Questions
The PlanWise Ltd annual revenue was $2 million in 2026.
Bruce Cortesi is the Owner of PlanWise Ltd.
1 people are employed at PlanWise Ltd.
PlanWise Ltd is based in Mount Maunganui, Bay of Plenty.
The NAICS codes for PlanWise Ltd are [52, 5241, 524, 52411].
The SIC codes for PlanWise Ltd are [63, 631].
Top PlanWise Ltd Employees
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Bruce Cortesi
Owner at PlanWise Ltd
Bay of Plenty, New Zealand1
