Retirement planning
Know when you can stop.
Plainsail Financial
Services
Plainsail Financial
About
Plainsail Financial
Contact
Financial adviserMelbourne
A plan you can explain to someone else.
Fee-for-service financial advice with no commissions and no product to sell.
No commissionsFixed fees
- No commissions
- Fixed fees
- Licensed advisers
How we help
Superannuation
Consolidated and working.
Investment advice
A portfolio that suits you.
Insurance review
Covered, not over-covered.
Estate planning
Sorted for the people you love.
Working with us
- 1
A first conversation
Thirty minutes, no charge, no pitch.
- 2
A clear proposal
Scope, price and timing on one page.
- 3
The work
Done by the people you met.
About
The people behind Plainsail Financial
Fee-for-service financial advice with no commissions and no product to sell. We are a small local team, and the person you first speak to is the person who looks after you.
- No commissions
- Fixed fees
- Licensed advisers
Get in touch
A real person replies, usually the same day.
Call 0400 000 000
Email hello@example.com
What people say
★★★★★
Turned up when they said, did what they said, charged what they said.
★★★★★
Easy from the first message. I have already sent two friends.
★★★★★
Better than I pictured it, and I am fussy.
Who you will meet
Alex
Owner
Sam
Senior financial
Jordan
Front of house
Sample names. Your own team and photos go here.
- 12years
- 1,400jobs done
- 4.9average rating
- 24 hrreply time
Sample figures. Yours would be your own.
Questions
How do your fees work?
Fixed where we can, and agreed before we start where we cannot.
Who will I deal with?
The same senior person from the first call to the last.
How quickly can you start?
Usually within two weeks of a signed proposal.
Do you work with businesses my size?
Most of our clients are owner-led, with between two and fifty people.
Latest
What to expect the first time
Your most-asked questions, answered
Behind the scenes this month
Gallery
Find us
Plainsail Financial
123 Example Street, Melbourne
0400 000 000
- Mon to Fri
- 9:00 am to 5:30 pm
- Saturday
- 9:00 am to 2:00 pm
- Sunday
- Closed
Book a time
1Choose
2Day
3Time
Sign in
Emaildemo@example.com
Password••••••••••
A demo account. Nothing is typed or sent.- #2041On its wayOrder history$186
- #2017DeliveredOrder history$92
- #1988DeliveredOrder history$240
Sample account screen.
A plan you can explain to someone else.
Shop
Gift voucher$50
Gift voucher$100
Logo tee$45
Tote bag$30
Pricing
Basic
$19Per month
- The essentials
- Email support
- Cancel any time
Plus
$39Per month
- Everything in Basic
- Priority booking
- Member pricing
Premium
$69Per month
- Everything in Plus
- Unlimited use
- Bring a guest
Sample pricing.
Live right now
14
Lot 14Live
Signed framed print
Authenticated and ready to ship.
Closes in00:40
Current bid$0Opening bid
Place a bid. Other bidders will answer. Simulated auction.