Plan Protect for Karen and I has changed our lives. I do not say that lightly, but it is a fact. Due to personal reasons I cannot really go into a lot of detail, but the advice received in regards to insurance and financial planning has left a huge legacy in our lives.

I have known the principals of Plan Protect since 2004 and their integrity in both their business and personal lives is beyond reproach. They really do care about the individual, not just their commission.

I am a self employed accountant and I have recommended Plan Protect to all my clients (and friends), this means that my reputation is on the line as well, and not once have I regretted the decision to recommend them.
Karen & Rob de Ridder

I am remiss in not writing sooner to thank you for your assistance in cleaning up my super and putting in place a plan that will set me up to retire. After a number of different jobs over the last decade my super portfolio was a mess.

Though I had spoken to other service providers in the past they were more interested in taking my money rather than consolidating and developing a plan for the future. It was in such a poor state I didn’t know where to start.

I have a young family and I had no idea of the insurance requirements I need to look after them in the event that something untoward should befall me. This too has been fixed.
Simon Smith


Plan Protect Financial Planners for the Northern Beaches and North Shore

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