Rina Bhagat

Just started the account process and Andy has been wonderful to deal with. Has been very helpful through the process and has taken the time to get to know me and my financial goals. Very impressed with the detail and time he has spent so far to customize my plan to my future and goals.

See more reviews
Lisa Knudsen

I am in the early days of my relationship with Planswell, but I couldn’t be happier. I have learned so many things about my investments that I have ignored for so long! Thanks to Andy Cosby at Planswell!

See more reviews
Leonard Nolasco

I came across Planswell having never spoken to a financial advisor before. Patrick and his team were very helpful in guiding me toward a healthy financial future. We had conversations about mortgages, critical illness and life insurance. Planswell is a great way for millennials to start thinking about their financial future.

See more reviews
Tracy Mansell

Met with Gov at the beginning of the summer! In 30 min he had shared more knowledge with me than my previous planner had shared in our entire relationship. Gov, thank you for your patience, availability, and expertise! Looking forward to a long and prosperous relationship!

See more reviews
Tara Brady

I’ve just discovered and started working with Harmeet and Andy at Planswell and feel like I am in good, caring and realistic hands that can help my family learn and plan for our financial future!

See more reviews
Steven Baird

Been dealing with Planswell for about a month and have had great experiences from everyone there! Harmeet has been my account contact and is super friendly, a genuine great guy! Also dealt with Andy and Paul who were very knowledgeable and always had my best interests in mind. They like to move fast (which is good in financial services I guess) but don’t pressure you into buying anything you don’t need. I look forward to working with them more, very glad I found out about Planswell!

See more reviews
Stany Cardoza

Andy!! Simply patient to answer several queries from myself. I am not too good with finance, he has solid knowledge and was highly flexible to accommodate with appointments over the weekend too ! Great commitment and customer service during my account opening with Planswell. Thank you.

See more reviews
Jessica Amankwa

The staff at Planswell have been really informative, supportive, professional and transparent. They really have your best interest in mind. I’ve worked with Patrick and Paul and they have been great to work with and exemplify all the qualities I’ve listed above. I am looking forward to continuing to work with the Planswell team to reach my financial goals.

See more reviews


The best plan is also the easiest plan.
Build your free plan today.


Start now