BC
Bruce Cortesi
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Work Experience
N/A
Dec 1996 - Present · 28 years
N/A
May 2013 - Jun 2019 · 6 years and 1 months
N/A
Jun 2017 - Sep 2018 · 1 years and 3 months
Company Details
11-50 Employees
Knowing that you have a successful plan in place to protect and achieve a financially secure future; That's Peace of Mind! Having confidence in your plan and the assurance that someone is there to standby you every step of the way; That's Planwise! At claim time many Advisors don’t want to be involved, but when you are dealing with a claim for a Planwise client it is a different story.  They do great work on behalf of their clients.  They go the extra mile to assist at what can be a very stressful time”. (S. Knight Claims Specialist) For the best in financial advise Including:- Insurance, Mortgages and Investment - you need to talk to the people that stand behind their advice and stand behind you during a claim. Talk to a Planwise Adviser today.
Year Founded
1998
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
59 Girven Road Bayfair Mount Maunganui, Bay of Plenty 3152, NZ
Keywords
InsuranceHome LoansInvestmentClaims SpecalistFinancial Literacy for YouthBusiness Development & related SeminarsBusiness InsuranceIncome ProtectionUK & Aussie Pension TransfersVehicle Lease & Finance
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