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Financial Planning

At Plan Me we believe that the only way to true financial planning success is a long-term approach. That is why we nourish lasting, close relationships with our clients. We work closely with you, developing a roadmap to realising your financial goals.

Financial Planning shouldn’t be complicated. Plan Me is a Financial Planner for everyone. We speak clear, plain English and will make sure you fully understand our advice before going ahead with your investments. We’ve also developed a range of packages so you only pay for what you need, see Plan Me Packages.

Once we get to know you, your financial position and goals, we can assist with:

Without our clients, we simply wouldn’t exist. That’s why you can expect our maximum commitment to delivering, and ensuring that you benefit from the best possible objective advice.

Our team has experience across all aspects of financial advice. And by focusing on your specific requirements, we are able to expertly tailor financial solutions to suit you and your specific financial position. As that changes over time, we continue to work with you to ensure all of your financial goals are being met.

Our team of financial services professionals is on hand to advise you on proactive business, tax and financial planning strategies – from trust management to maximising your super. We’re here to ensure your money works harder for you.

How we've helped our clients...

"Starting up a new business isn’t easy, with so many things to think about it can be quite a stressful process. With the services of Lend Me Asset Finance and Locate Me, they have really helped to take this stress away in the way of meeting me on my job sites to sign documents and dealing directly with the Car Dealers, Bobcat Dealers and even my accountant.

The guys at Lend Me really do take the time to listen to what you are after and work in to suit you and make the transaction so simple and convenient, I can’t thank them enough! I’ve also recommended their services to 3 friends already and have only had good feedback. Lend Me have certainly gained a client for life! Reece"

"Hi there, Saturday just gone, I picked up my dream car, a 2013 black lancer LX.

I'd like to take this chance to say Lend Me Car Loan customer service was by the far the best I have ever received. What I thought was going to be tough work turned out to be the opposite. The process easy, simple and quick for me, she did the hard yards... I will be recommending friends and family... Thanks again! Regards, Stephanie"

I just wanted to say thank you... This has been the smoothest process. You and the other girls I dealt with at Lend Me Home Loans were so friendly and so efficient with everything, I felt like I was the only customer you were dealing with.

I will definitely be raving on to loads of people about Lend Me and the great service you provide.

I am stoked, this will take so much pressure off and will seriously change our lives... we can actually get ahead on payments and start saving some more money.

Thanks again, Kath :)

"Emily & I just want to take this opportunity to say a very big thank you for seeing us through our first home purchase and home loan, you have been a massive help not to mention getting us out of a sticky situation. We will definitely be in touch in the near future and will refer/recommend you to our family & friends if looking out for a friendly, helpful and reliable mortgage broker.

Take care and speak soon. Matt & Emily" 

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