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Plancorp

Verified
Wealth Management
www.plancorp.com Sydney, Australia Founded 2003 1001-5000 employees
40
Poor

Trust Score

3.7(40 reviews)

Comprehensive wealth management firm providing personalized investment strategies, financial planning, and estate planni...

Reviews (40)

Filter:
5.0
in 6 months

Highly recommend to everyone

After trying several competitors, I finally found a platform that delivers on its promises. The security features give me peace of mind, the mobile app is excellent, and the rates are among the best I've found. Five star…

Used for: More than 3 years

Carol Thomas
Carol Thomas
Active21 reviews
3.0
in 5 months

Neither great nor terrible

Has potential but needs work. The core service is functional but there are too many rough edges. Verification took longer than advertised and the mobile app needs significant improvement. Hopeful they'll address these is…

Used for: 6-12 months

Lisa Harris
Lisa Harris
Contributor17 reviews
4.0
in 4 months

Good platform, would recommend

KYC VerifiedVerified

Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.

✓ Pros

Solid features

✗ Cons

Could offer more educational content

Used for: More than 3 years

Maria Martin
Maria Martin
Active16 reviews
3.0
in 4 months

Okay for basic needs

Decent service but nothing that makes it stand out from competitors. The basic functionality works fine but some of the advanced features feel half-baked. I'm continuing to use it but actively looking at alternatives.

✗ Cons

Customer support is slow

Used for: 2-3 years

James Petrov
James Petrov
Newcomer16 reviews
5.0
in 3 months

Highly recommend to everyone

KYC VerifiedVerified

This platform has transformed how I approach my finances. The automated features save me hours every month, and the returns have been consistently above my expectations. The team is clearly expert in their field.

✓ Pros

Transparent pricing

Used for: 1-2 years

Nicholas Shah
Nicholas Shah
Active25 reviews
4.0
in about 1 month

Great features, good customer support

Strong performance and reliable service. I've been using it for eight months and have been consistently happy. The interface updates they've made recently have improved the experience significantly. Minor issues with the…

✓ Pros

Clear pricing

✗ Cons

Could offer more educational content

Used for: 1-3 months

Natasha Petrov
Active24 reviews
4.0
in 11 days

Excellent service with minor hiccups

Really impressed with the service overall. The core functionality works flawlessly and the security measures are robust. Docking one star because the mobile app occasionally has minor bugs, but nothing that significantly…

✓ Pros

Reliable most of the time

✗ Cons

Some advanced features missing

Used for: 3-6 months

Hassan Mehta
Hassan Mehta
Active21 reviews
4.0
3 days ago

Very positive experience

Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.

✗ Cons

Mobile app has minor bugs

Used for: 1-3 months

Linda Gonzalez
Linda Gonzalez
Active21 reviews
4.0
21 days ago

Strong platform with room to grow

Strong performance and reliable service. I've been using it for eight months and have been consistently happy. The interface updates they've made recently have improved the experience significantly. Minor issues with the…

✓ Pros

Reliable most of the time

Used for: 1-3 months

Owen Martin
Owen Martin
Active22 reviews
1.0
about 1 month ago

Completely unacceptable

KYC VerifiedVerified

Scam alert. Promised features that don't exist, fees much higher than advertised, and now they're making it impossible to withdraw my funds. I've reported them to the relevant financial authorities. Stay away.

✓ Pros

Nothing positive to report

✗ Cons

Unreliable platform

Used for: 6-12 months

Kimberly Souza
Kimberly Souza
Contributor24 reviews
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