SurePlan – we’re with you every step of your financial journey
Our Vision
To better the lives of New Zealanders by providing the right advice, knowledge, financial structure and ongoing support. We believe this is the winning formula for long-lasting financial success. At SurePlan, we know that planning is the foundation for success in any endeavour.
Good financial planning allows you to feel secure that the right strategies are in place to take control of your future. We’ll help you avoid the costly mistakes that hold back most people’s financial progress, like paying too much interest or tax, or having poor structures that fail to maximise cash flow.
Meet the Team
Our financial experts have a wide range of specialities and skills. When you engage with any one of us, you’ll get the support of the entire team to deliver the expert advice, knowledge, structure and support you need to achieve great results.
John Schell
Managing Director
Financial Adviser
Accredited trainer (INALPTA)
Estate and Taxation Planning Council NZ
For over 20 years, John has been running organisations that assist people and businesses to achieve more. John’s role is to create an environment where the SurePlan team can effectively deliver advice, knowledge, structure and support to clients in a way that produces meaningful results.
Gareth Dormon
Client Development Manager
Over the past 25-plus years, Gareth has helped thousands of couples and families clarify their goals and take positive steps toward achieving them. In his dual roles, he not only assists potential clients in understanding the benefits of consulting with a professional Financial Adviser but also provides ongoing support as a coach, helping clients stay on track with their plans.
Mike Allen
Senior Estate & Financial Adviser
Head of Financial and Estate Planning
Mike’s role encompasses the strategic and advice portion of client wealth plans and the investment portion of their implementation. His favourite quote is: “Plan for the future because that’s where you are going to spend the rest of your life”.
Leila Robinson
Senior Financial Adviser and Planner
Leila brings over 20 years of extensive experience in investments and finance, encompassing both the commercial and residential sectors. Her vast expertise allows her to provide invaluable insights and guidance to her clients, aiming always to exceed their expectations and deliver exceptional results. Beyond her professional endeavours, Leila is deeply passionate about sailing, and more than a little competitive as a member of a racing crew.
Oliver Stones
Chartered Wealth Manager (CISI)
Senior Financial Adviser
Head of Financial Wellness
Oliver has over 35 years of experience in finance and loves nothing more than seeing ‘the lights go on’ when people make the connection between money and how their lives can be better.
Dipesh Marwah
Financial Adviser & Planner
Financial Wellness Presenter & Coach
With over 15 years of experience in financial services, Dipesh is a seasoned professional who is passionate about financial education and helping individuals achieve better results in their financial lives. His expertise includes providing investment advice, mortgage solutions, and insurance services for both personal and business clients. Dipesh honed his skills during his time at ANZ Bank and prior to that, gained valuable experience in hospitality management over a seven-year period. Dipesh excels in understanding and addressing clients’ financial needs and goals, offering personalised solutions to empower individuals to reach their financial objectives.
Thilini Arachchige
Lending Operations Manager
Thilini is a key member of the lending team where she gets real satisfaction assisting clients by exercising her considerable talent at putting together lending deals that really assist clients in achieving great lending outcomes.
David Buckleton
Financial Adviser
Associate Financial Planner
David’s role encompasses both the preparation and implementation stages of the planning process. He has a special interest in budgeting success and risk minimisation.
Theresa Esguerra
Lending Specialist
Theresa supports our financial advisers with the implementation of their lending advice.
Paulette Foster
Office and Compliance Manager
Paulette has over 15 years’ experience in risk and compliance. Since joining SurePlan, she is also enjoying the ability to meet clients and assist them on their financial journey.
Kimberly Peligrino
Financial Associate
Master’s Degree in Business Management
Kim’s extensive banking background, spanning over five years in loan processing, administration, and treasury, equips her with a wealth of expertise to assist clients effectively. Outside of her professional duties, she finds joy in cooking and cherishing moments with her family.
Shellah Lariza
Financial Associate
Bachelor of Science in Accounting and Accounting Technology programs, Cum Laude
Certified Tax Technician International Certification Level III
Shella’s dedication to her profession is matched by her enthusiasm for badminton, where she not only excels as a player but also actively contributes to her badminton community. Her approach with clients is characterized by both unwavering support and a keen focus, as she collaborates with them to pinpoint opportunities for quick wins and long-term gains.
Yubert Vios
Financial Associate
Bachelor of Science in Accounting
Certified Public Accountant (CPA)
Yubert excels in numbers, software, and connecting with people, skills he leverages to assist clients in optimizing their financial products. He takes pleasure in helping clients gain clarity on their financial standing, crucial for making the most of advisory services.
Jenny Paluga
Financial Associate
Certified Public Accountant (CPA)
Certified Tax Technician (CTT)
Jenny’s experience in government and private sectors has developed her strong analytical skills across a wide variety of industries and scenarios. Her commitment to precision and thorough understanding ensures that clients receive the highest level of support in their financial advice journey.
Alberto Longos Jr.
Financial Associate
Master of Science in Environmental Engineering and Management
Licensed Chemical Engineer
Alberto stands at the intersection of finance and engineering. His over ten years in project feasibility studies, financial analysis, and business planning have given him a strong track record of turning plans into reality. His extensive expertise in both planning and people management has translated well to assisting clients in navigating their financial plans.
Kim Noel Nabong
Financial Associate
Kim Noel brings a detail-oriented approach that has grown out of his extensive background in accounting and data management. With strong analytical and interpersonal skills developed over five years in client relations, he provides accurate and thoughtful insights to help clients navigate their financial decisions.
Farrah Sajor
Financial Associate
Farrah’s experience in technical finance and administrative roles is complemented by her time in customer-facing positions. Her strong foundation in analytical and interpersonal skills enables her to manage financial operations effectively while maintaining a strong connection with the people she serves. This diverse background allows her to balance precision in financial work with a deep understanding of customer needs.
Caroline Hamilton
Contact Team
Caroline enjoys speaking with prospective and existing clients to ensure they are getting the support they need and doing the things that are important in their lives.
Antonio Ganz
Contact Team
Antonio enjoys connecting with both new and existing clients and is dedicated to ensuring that they optimize their financial strategies.
Free no-obligation consultation
It costs nothing to check us out. We guarantee we will get you thinking differently and considering new ideas. Over 75% of couples who take advantage of our free no-obligation consultation choose to continue working with us.
About the consultation
This initial informal one-hour meeting is all about getting to know each other to make sure SurePlan is a good fit for you. If preferred, we can meet you at your home one weekday evening (we find that’s easiest if you work normal hours).
We’ll look at where you’re at right now, financially, and where you’re aiming to be. We will briefly run through our scope of service, process and costs with you, outline the information we require and answer any questions you might have. If you are keen to proceed, we’ll take it from there.
If you’re not quite ready to meet with us, why not take a couple of minutes to phone us with your questions? We are always happy to have a chat.