SurePlan Financial Revenue

Financial Services • Auckland, Auckland, New Zealand • 21-50 Employees

SurePlan Financial revenue & valuation

Annual revenue	$1,967,765
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,300,000
Total funding	No funding

Key Contact at SurePlan Financial

John Schell

Managing Director

Company overview

Headquarters	1 Nugent St, Auckland, 1023, NZ
Phone number	+6495519071
Websites	sureplanfinancial.co.nz getsure.co.nz
NAICS	52
Keywords	Insurance Planning, Property Investment, Holistic Financial Planning, Retirement Planning, Estate Planning, Mortgage Broking, Financial Wellness, Spending Plans, Accelerated Mortgage Repayment, Managed Fund & Kiwisaver
Founded	2011
Employees	21-50
Socials

SurePlan Financial Email Formats

SurePlan Financial uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@getsure.co.nz), used 57.1% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@getsure.co.nz	57.1%
{first initial}	j@getsure.co.nz	21.4%
{first name}	john@getsure.co.nz	21.4%

About SurePlan Financial

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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

SurePlan Financial has 14 employees across 4 departments.

Departments

Number of employees

Funding Data

SurePlan Financial has never raised funding before.

SurePlan Financial Tech Stack

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

Vimeo

Video players

Swiper

JavaScript libraries

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

SurePlan Financial is located in Auckland, Auckland, NZ.

You can reach SurePlan Financial at +6495519071.

SurePlan Financial generates an estimated annual revenue of $1,967,765. This revenue figure reflects the company's market position and business performance in its industry.

SurePlan Financial has an estimated valuation of $6,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

SurePlan Financial was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

SurePlan Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at SurePlan Financial

John Schell

Managing Director

4.8

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