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. Warum braucht mein Unternehmen eine Cyberpolice?
Cyberangriffe treffen längst nicht mehr nur große Konzerne. Auch kleine und mittelständische Unternehmen sind häufig betroffen. Eine Cyberpolice schützt Sie vor hohen finanziellen Schäden durch Datenverlust, Betriebsunterbrechungen oder Lösegeldforderungen.
2. Sind auch Schäden durch Cyberangriffe auf externe Dienstleister abgesichert?
Ja, viele Policen beinhalten auch Schäden, die durch Sicherheitsvorfälle bei externen IT- oder Cloud-Dienstleistern entstehen. So bleibt Ihr Unternehmen auch dann geschützt, wenn die Ursache außerhalb Ihrer eigenen Systeme liegt.
3. Welche Kosten übernimmt eine Cyberversicherung?
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. Was kostet eine Cyberpolice?
Absolutely! We specialize in helping small businesses optimize their cash flow, reduce costs, and plan for sustainable growth.
5. Wie schnell bekomme ich Unterstützung im Ernstfall?
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. Welche weiteren Policen bieten Sie an?
Yes, we craft personalized investment strategies designed to meet your financial goals and risk tolerance.
1. Warum braucht mein Unternehmen eine Cyberpolice?
Cyberangriffe treffen längst nicht mehr nur große Konzerne. Auch kleine und mittelständische Unternehmen sind häufig betroffen. Eine Cyberpolice schützt Sie vor hohen finanziellen Schäden durch Datenverlust, Betriebsunterbrechungen oder Lösegeldforderungen.
2. Sind auch Schäden durch Cyberangriffe auf externe Dienstleister abgesichert?
Ja, viele Policen beinhalten auch Schäden, die durch Sicherheitsvorfälle bei externen IT- oder Cloud-Dienstleistern entstehen. So bleibt Ihr Unternehmen auch dann geschützt, wenn die Ursache außerhalb Ihrer eigenen Systeme liegt.
3. Welche Kosten übernimmt eine Cyberversicherung?
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. Was kostet eine Cyberpolice?
Absolutely! We specialize in helping small businesses optimize their cash flow, reduce costs, and plan for sustainable growth.
5. Wie schnell bekomme ich Unterstützung im Ernstfall?
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. Welche weiteren Policen bieten Sie an?
Yes, we craft personalized investment strategies designed to meet your financial goals and risk tolerance.
1. Warum braucht mein Unternehmen eine Cyberpolice?
Cyberangriffe treffen längst nicht mehr nur große Konzerne. Auch kleine und mittelständische Unternehmen sind häufig betroffen. Eine Cyberpolice schützt Sie vor hohen finanziellen Schäden durch Datenverlust, Betriebsunterbrechungen oder Lösegeldforderungen.
2. Sind auch Schäden durch Cyberangriffe auf externe Dienstleister abgesichert?
Ja, viele Policen beinhalten auch Schäden, die durch Sicherheitsvorfälle bei externen IT- oder Cloud-Dienstleistern entstehen. So bleibt Ihr Unternehmen auch dann geschützt, wenn die Ursache außerhalb Ihrer eigenen Systeme liegt.
3. Welche Kosten übernimmt eine Cyberversicherung?
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. Was kostet eine Cyberpolice?
Absolutely! We specialize in helping small businesses optimize their cash flow, reduce costs, and plan for sustainable growth.
5. Wie schnell bekomme ich Unterstützung im Ernstfall?
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. Welche weiteren Policen bieten Sie an?
Yes, we craft personalized investment strategies designed to meet your financial goals and risk tolerance.
Mit
Sicherheit
in die Zukunft starten
Tailored to your unique financial goals, backed by expert guidance, and driven by a commitment to your long term success.
Mit
Sicherheit
in die Zukunft starten
Tailored to your unique financial goals, backed by expert guidance, and driven by a commitment to your long term success.
Mit
Sicherheit
in die Zukunft starten
Tailored to your unique financial goals, backed by expert guidance, and driven by a commitment to your long term success.