About us
At PlanEdge Consultancy, we craft personalized strategies to help individuals and businesses achieve financial freedom with expert guidance
Our story
PlanEdge Consultancy was founded with the vision of empowering financial growth and creating a difference. From humble beginnings as a small team, we’ve grown into a trusted firm recognized for delivering tailored strategies and actionable proven solutions.
With a deep passion for helping individuals and businesses succeed, we specialize in crafting personalized roadmaps to financial freedom, turning aspirations into achievements while ensuring our clients thrive in an ever changing financial landscape.
Our story
PlanEdge Consultancy was founded with the vision of empowering financial growth and creating a difference. From humble beginnings as a small team, we’ve grown into a trusted firm recognized for delivering tailored strategies and actionable proven solutions.
With a deep passion for helping individuals and businesses succeed, we specialize in crafting personalized roadmaps to financial freedom, turning aspirations into achievements while ensuring our clients thrive in an ever changing financial landscape.
Our story
PlanEdge Consultancy was founded with the vision of empowering financial growth and creating a difference. From humble beginnings as a small team, we’ve grown into a trusted firm recognized for delivering tailored strategies and actionable proven solutions.
With a deep passion for helping individuals and businesses succeed, we specialize in crafting personalized roadmaps to financial freedom, turning aspirations into achievements while ensuring our clients thrive in an ever changing financial landscape.
Our mission
Our mission is to empower individuals and businesses to take control of their financial future. We aim to simplify complex financial challenges through personalized strategies and expert guidance.
Our vision
Our vision is to become the most trusted financial consultancy, delivering innovative and impactful solutions. We aspire to inspire confidence in every client by consistently exceeding their expectations so that they succeed.
Years of Excellence
A decade of delivering trusted financial solutions tailored to individual & business.
Years of Excellence
A decade of delivering trusted financial solutions tailored to individual & business.
Years of Excellence
A decade of delivering trusted financial solutions tailored to individual & business.
Satisfied Clients
Helping individuals, families, and companies achieve financial success.
Satisfied Clients
Helping individuals, families, and companies achieve financial success.
Satisfied Clients
Helping individuals, families, and companies achieve financial success.
Client Retention Rate
Building long-term relationships through trust, results and service.
Client Retention Rate
Building long-term relationships through trust, results and service.
Client Retention Rate
Building long-term relationships through trust, results and service.
Trusted by World Class Business Owners
Why choose Planedge for your financial growth?
At PlanEdge Consultancy, we’re your trusted partners in achieving your financial goals.
Why choose Planedge for your financial growth?
At PlanEdge Consultancy, we’re your trusted partners in achieving your financial goals.
Why choose Planedge for your financial growth?
At PlanEdge Consultancy, we’re your trusted partners in achieving your financial goals.
Personalized Solutions
Every client is unique, so we craft strategies that align perfectly with your goals, lifestyle, and vision.
Expert Guidance
Our team of seasoned professionals brings years of expertise to provide reliable advice and insights.
Transparent Approach
No hidden agendas or confusing terms—just honest, straightforward financial solutions tailored for you.
Proven Results
With a track record of helping clients build wealth and secure their future, we deliver results you can trust.
Personalized Solutions
Every client is unique, so we craft strategies that align perfectly with your goals, lifestyle, and vision.
Expert Guidance
Our team of seasoned professionals brings years of expertise to provide reliable advice and insights.
Transparent Approach
No hidden agendas or confusing terms—just honest, straightforward financial solutions tailored for you.
Proven Results
With a track record of helping clients build wealth and secure their future, we deliver results you can trust.
Personalized Solutions
Every client is unique, so we craft strategies that align perfectly with your goals, lifestyle, and vision.
Expert Guidance
Our team of seasoned professionals brings years of expertise to provide reliable advice and insights.
Transparent Approach
No hidden agendas or confusing terms—just honest, straightforward financial solutions tailored for you.
Proven Results
With a track record of helping clients build wealth and secure their future, we deliver results you can trust.
Meet the Experts Behind Your Financial Success
Ethan Mitchell
Chief Financial Officer
Ethan Mitchell
Chief Financial Officer
Ethan Mitchell
Chief Financial Officer
James Carter
CEO & Founder
James Carter
CEO & Founder
James Carter
CEO & Founder
Jack Scott
Risk Assessment Analyst
Jack Scott
Risk Assessment Analyst
Jack Scott
Risk Assessment Analyst
Olivia Bennett
VP of Product
Olivia Bennett
VP of Product
Olivia Bennett
VP of Product
You’ve got questions, We’ve got answers
If you can't find what you're looking for, feel free to Contact us directly, we're always happy to assist you!
You’ve got questions, We’ve got answers
If you can't find what you're looking for, feel free to Contact us directly, we're always happy to assist you!
You’ve got questions, We’ve got answers
If you can't find what you're looking for, feel free to Contact us directly, we're always happy to assist you!
1. What services does PlanEdge consultancy offer?
We provide a range of financial services, including debt management, wealth creation strategies, investment planning, retirement solutions, and business financial consulting.
2. Who can benefit from your services?
Our services are tailored for individuals, families, entrepreneurs, and businesses seeking to manage their finances effectively, grow their wealth, or overcome financial challenges.
3. How do I get started with PlanEdge?
You can start by booking a complimentary consultation with our experts. During this session, we’ll understand your financial needs and outline a customized plan for you.
4. Is PlanEdge suitable for small businesses?
Absolutely! We specialize in helping small businesses optimize their cash flow, reduce costs, and plan for sustainable growth.
5. How much do your services cost?
Our fees depend on the type and scope of services required. During your initial consultation, we’ll provide a detailed breakdown of costs based on your unique needs.
6. Can you help with investment planning?
Yes, we craft personalized investment strategies designed to meet your financial goals and risk tolerance.
1. What services does PlanEdge consultancy offer?
We provide a range of financial services, including debt management, wealth creation strategies, investment planning, retirement solutions, and business financial consulting.
2. Who can benefit from your services?
Our services are tailored for individuals, families, entrepreneurs, and businesses seeking to manage their finances effectively, grow their wealth, or overcome financial challenges.
3. How do I get started with PlanEdge?
You can start by booking a complimentary consultation with our experts. During this session, we’ll understand your financial needs and outline a customized plan for you.
4. Is PlanEdge suitable for small businesses?
Absolutely! We specialize in helping small businesses optimize their cash flow, reduce costs, and plan for sustainable growth.
5. How much do your services cost?
Our fees depend on the type and scope of services required. During your initial consultation, we’ll provide a detailed breakdown of costs based on your unique needs.
6. Can you help with investment planning?
Yes, we craft personalized investment strategies designed to meet your financial goals and risk tolerance.
1. What services does PlanEdge consultancy offer?
We provide a range of financial services, including debt management, wealth creation strategies, investment planning, retirement solutions, and business financial consulting.
2. Who can benefit from your services?
Our services are tailored for individuals, families, entrepreneurs, and businesses seeking to manage their finances effectively, grow their wealth, or overcome financial challenges.
3. How do I get started with PlanEdge?
You can start by booking a complimentary consultation with our experts. During this session, we’ll understand your financial needs and outline a customized plan for you.
4. Is PlanEdge suitable for small businesses?
Absolutely! We specialize in helping small businesses optimize their cash flow, reduce costs, and plan for sustainable growth.
5. How much do your services cost?
Our fees depend on the type and scope of services required. During your initial consultation, we’ll provide a detailed breakdown of costs based on your unique needs.
6. Can you help with investment planning?
Yes, we craft personalized investment strategies designed to meet your financial goals and risk tolerance.
Let’s build a
Brighter
financial future
Tailored to your unique financial goals, backed by expert guidance, and driven by a commitment to your long term success.
Let’s build a
Brighter
financial future
Tailored to your unique financial goals, backed by expert guidance, and driven by a commitment to your long term success.
Let’s build a
Brighter
financial future
Tailored to your unique financial goals, backed by expert guidance, and driven by a commitment to your long term success.