ABOUT PLAN PROTECT
Plan Protect is a financial planning firm with four key values: Health, Family, Lifestyle and Fun.
These values are what drives our advice to you. Our clients enjoy coming to the office. Our staff know all our clients personally and there is always a chat that happens before any meeting. The chat is followed by coffee or tea (usually served with a glass of water) and then we discuss recent travel, children, grandchildren, activities, pets and other topics which are all more interesting than the numbers. We then get to the financial part of the meeting. Meetings generally last an hour or more, depending on how much we need to discuss.
We have regular client functions including talks from some of our best fund managers and social events. These are usually held in our boardroom at our Frenchs Forest office. We love our Northern Beaches location. We have lovely views from the office and lots of free parking. We can walk to the post office for exercise and down the road from a large gym. The beach and restaurants of Dee Why are only 10 minutes away. We are located just off Warringah Road, so it is easy to get to us if you're not from 'the beaches'.
Janne Ashton has been the principal of Plan Protect since its inception in 2004. Most of the staff have been with Plan Protect for a long time: Byron Pritchard 14 years; Pamela Quilliam 10 years; Louise Cook 10 years and Elise Keays (our newest recruit)! This is a reflection of our values.
Plan Protect is licensed by Godfrey Pembroke Ltd.
WHAT WE DO
Founder and Financial Planner
I have spent my life implementing a financial planning strategy for myself. This has allowed me the financial freedom to enjoy time with my family, regular travel and relaxation activities such as swimming, walking in the bush and along the beach.
My home is on the beautiful Northern Beaches of Sydney, I also enjoy frequent trips to Byron Bay, the Hunter Valley and France as well as other overseas destinations.
I have two sons, Byron and Lee. Byron and wife Bec have two beautiful daughters, Lily and Anastasia. Lee and wife Katie have a gorgeous daughter, Zara. I am lucky as they all live locally and I can enjoy their company on a regular basis.
With a career stretching back to 1987, there is not a lot I haven't seen or done that relates to financial planning. Strategies, philosophies, products and fund managers all go into and out of fashion, this is for the simple reason that times change. With change comes the opportunity for some and extinction for others. For this reason, I am always looking for new opportunities and strategies that work with the current times, so expect change and some fresh ideas if you choose me as your financial planner.
I believe that education is extremely important when handling the life savings of others and have kept myself actively educated throughout my career. Starting with a degree in Economics: Bachelor of Arts (Econ), I have also completed four diplomas: Diploma in Education, Diploma in Financial Advice, Diploma of Management and Diploma of Financial Services, Mortgage Broking.
Pamela loves working at Plan Protect so much that she travels three hours each way to get there!
She has done this for the past 10 years. She also loves travel outside of work.
Louise loves talking to and helping our clients.
She now works part-time, so that she can spend quality time with her two grandchildren.
Client Service & Admin
Gaining her degree in Bachelor of Arts (Politics and English Literature and Linguistics) in 2001 from
Macquarie University, Elise worked as a Local Government Councillor for two terms.
In the last eight years, she has volunteered with two different organisations, working with the homeless
and those of disadvantage.
After working at Plan Protect for over 14 years, Byron has left to start his own business. Still considered part of the Plan Protect team, he comes back as needed.
Having his own business gives him more time with his wife Bec, and daughters Lily and Anastasia.