ABOUT US
Since the start, Planvest has always taken a strong view on integrity and trust, focusing on our clients needs. We strongly abide by the acts that are imposed on our FSP including treating customers fairly or TCF .
By being an independent firm we are able to pick and choose the product suppliers that we feel will benefit our clients and because we are also a fee based consulting firm we always have your best interest at heart. All our Documents are stored and backed up with the highest regard to privacy and security and once a client of Planvest you will have complete transparency and access to these records at any given time with the use of a client shared folder where all your policy documents, tax certificates and Fica documents are stored and updated from time to time with the use of Dropbox.
