Our Company History
FinPlanCo was founded in 2017 and applied for its Financial Service Provider licence during 2018. In 2019 the company updated its licence categories after extensive R&D into the changing financial service industry and environment. In January of 2020 we started providing a professional financial planning service to the public.
Financial Planning Professionals
We provide clients with a professional, systematic approach to financial planning. Whether you need a single consultation, maintenance/monitoring of an existing financial plan or the drafting of a new integrated financial plan.
We’re proud to operate as independent financial planners which allows us to offer clients unbiased, customised advice and structuring. While we explore the full breath of what the industry has to offer, we take a conservative approach to our advice and planning. Our main aim is to build long-term relationships with our clients, based on trust, professional aptitude, and efficient service delivery.