Plansure Revenue

Financial Services • Adelaide, South Australia, Australia • 1-10 Employees

Plansure revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contact at Plansure

Peter Paterson

Ceo

Company overview

Headquarters	1 Hughes Street, Unley , SA 5061, AU
Phone number	+611300752678
Websites	plansure.com.au cpal.com.au
NAICS	52
SIC	628
Keywords	Personal Insurance, Wealth Creation, Structured Products, Superannuation, Business Succession, Retirement Income, Financial Advice, Estate Planning, Financial Planning, Smsf, Transition To Retirement, Tax Minimisation
Founded	2000
Employees	1-10
Socials

Plansure Email Formats

Plansure uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@plansure.com.au), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@plansure.com.au	100%

About Plansure

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!

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Plansure has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Plansure has never raised funding before.

Plansure Tech Stack

Discover the technologies and tools that power Plansure's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

HSTS

Security

Squarespace

CMS

VentraIP

Hosting

Microsoft 365

Frequently asked questions

Plansure is located in Adelaide, South Australia, AU.

You can reach Plansure at +611300752678.

Plansure generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Plansure has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Plansure was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Plansure has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Plansure

Peter Paterson

Ceo

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