About Us

Based in Grafton, PlanBiz offers professional financial planning services that many would think only available in capital cities.

Since commencement in 2005, PlanBiz has built a reputation on delivering personalised financial advice backed by the support of its licensee; Charter Financial Planning.

Financial Planning is about taking the guesswork out of achieving your financial goals, giving you more certainty for the future. We understand that you want to learn more about the method, have a mutual understanding of the relationship with your financial planner, and have more certainty of your outcomes.

By using modern financial planning techniques, listening to our clients and integrating sophisticated software systems we are able to meet these needs. The PlanBiz approach to financial planning has been recognised nationally when we earned the Asset Innovation Award for 2009 (an arm of the Financial Review publication). This award recognised the innovative steps we have taken to ensure you benefit from the PlanBiz financial planning experience, and we have since provided council to other financial planning practices around Australia as to how they can improve their financial planning processes. So we’re not only helping you, we are helping other financial planners to become better financial planners.

PlanBiz also provides financial planning services to other financial planners. When you seek advice from a financial planner a statement of advice is prepared. At PlanBiz, because of our technological innovations and experience, we are able to prepare statements of advice for other financial planners improving efficiencies in their businesses.

David Kearns

As an authorised representative of Charter Financial Planning, David is able to offer you knowledge. David believes that knowledge is power, and so he sees his role as that of;

• An assessor – determining your current position and what potential financial opportunities may be available to you
• A researcher – considering alternative strategies which may achieve the outcomes you desire
• A problem solver – choosing a path which achieves your goals, but also suits your comfort level
• An educator – passing on the knowledge he has acquired about your affairs to you, so that you continue to be involved, understanding the advice you have been given and how it affects you.

David has completed a Bachelor of Economics, a Diploma of Financial Advising, and completes regular monthly assessments to ensure his financial planning knowledge is current and relevant to you.

Julie Kearns

Although working more behind the scenes; Julie brings to PlanBiz a genuine excitement about financial planning. Julie’s main roles include;

• Paraplanning – the preparation and documenting of a statement of advice. Julie does this for clients of PlanBiz as well as other financial planning practices.
• Business manager – overseeing the PlanBiz Financial Services operation
• Client contact – available to clients in relation to queries regarding their existing financial planning strategy, or products.
• Review Manager – oversees the ongoing formal review process ensuring you receive relevant ongoing financial planning advice.

Julie has completed a Bachelor of Economics, a Diploma of Financial Planning, and completes regular monthly assessments ensuring that changes in legislation are met with relevant changes to your financial planning strategy.

Testimonials

Wayne & Lesley Sutton

Our experiences with both Julie and David have been very positive. They understand our circumstances and have planned and adjusted those plans with our changing situations. They are well informed of trends and issues in the financial world and provide clear, sensible advice that is good on a personal and financial level.

We would recommend PlanBiz to anyone considering their financial situation for advice that makes sense!

Dennis & Fran Kelly

We recently retired from full time employment and after a long working life the spectre of retirement was naturally viewed with some trepidation and uncertainty. However, two meetings with David to finalise our financial plan for the future put our minds at rest, alleviated our concerns and guided us with confidence down the path to retirement.

The transition to retirement has represented a major change to our lives and we are grateful to David & Julie for their efforts in ensuring the maximum result for us and for their assistance and guidance in ensuring that the path to an enjoyable retirement became a stress free process.

Video testimonials