Client stories

The stories of our clients.

Vic & Chad’s story

We thought building assets was something for the uber wealthy. We had no idea that we could achieve that and build toward our retirement. Sureplan showed us the way.

The Martelli Family (Revisited)

We have gained so much financial literacy and knowledge by going through this process with Sureplan. We really do trust Sureplan and the service they have provided.

Amber and Nick’s story

We let Sureplan know what we wanted our life to be like in 10 – 15 years, although we thought it was way out of reach, and they came up with a plan to make it happen.

Cooper Family story

I don’t think we ever had a picture of what retirement looked like. It was just something that you did at some point and we just wanted to be comfortable.

Bryce and Jamie Hall’s story

Since my wife and I have been with Sureplan, we haven’t had to worry about whether we can afford things like holidays or going out for dinner, we do those things knowing that they are part of our plan and that’s the benefit I want my kids to have as well.Bryce Hall, Sureplan client since 2015, and his son Jamie Hall, Sureplan client since 2021

Shane & Teri Ta’ala family story

When Shane went to the bank to sign some paperwork recently, their bank manager was surprised they’d paid off so much of their mortgage in the last seven years. When he asked Shane how they’d done it, Shane said “I don’t know, but we’re with Sureplan, so you can talk to them!”

Rebecca and Keren’s story

If it wasn’t for Sure Plan we wouldn’t be sitting here right now with an investment property as part of our equity, it just wouldn’t have happened.

The Martelli’s family story

We just looked at it like, God, how much do we have to go (on paying off the mortgage)? Sureplan thought of it as how much of your house you already own.

Lotu-Iiga family’s story

There’s an element of serendipity as to how they would eventually marry. Jules and Sam both grew up in Auckland. Their paths crossed when they were young because Jules’ cousins lived on the same street as Sam’s family and they attended the same church in the 1980s.

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