Planium Pro Expert Advisors

Speak to one of our advisors for help with accounting, planning, and management

This directory of professional advisors are certified to use Planium Pro to help small to medium-sized businesses grow. You'll find accountants, CPAs, financial planners, business advisors and consultants listed here. If you would like to engage any of our professional advisors, please contact our team at [email protected] or call us on 1800 966 081 (Monday to Friday, 8am to 5pm).

Olivia Timms

Olivia Timms

Chief Operating Officer

"I have extensive experience working with startups and investment firms in strategic business planning, financial planning, and marketing"

Paul Harland

Paul Harland

Business Analyst

"I provide in-depth market research, due diligence and investment sourcing for venture capital firms."

Ben Anwar

Ben Anwar

Financial Advisor

"Using Planium Pro, it is easy to figure out what type of financing best fits your business goals so you can tailor reporting to investors."

Jodie McMillan

Jodie McMillan

Business Consultant

"I help clients with strategy, business plans/investor pitches, new business design/launch, market research, and program management."

Carol Wu

Carol Wu

Financial Planner

"We can help you with financial management and projections which can be used to raise funds with investors or engage stakeholders."

John Hughes

John Hughes

Business Consultant

"We will help you create a compelling investor-ready business plan and carry out market research for your desired industry and market"

Frequently Asked Questions

Why should I become an Advisor?

With growing numbers of small to medium sized businesses looking to use Planium Pro, it is a great opportunity to broaden the exposure for your business. Small businesses need the help of a trusted professional like yourself, and we help them find you. We do all your marketing for you!

Is there a cost associated with becoming an Advisor?

There is no cost associated with becoming a Planium Pro Advisor. As our costs are so low, you simply need to pay to use the software as you would normally; whether this be by project or through a monthly or annual license. Our 60-Day Money Back Guarantee means that you can learn how to use Planium Pro as your platform for offering client advisory services.

How does the 60-Day Money-Back Guarantee work?

If you have upgraded to the Advanced tier or purchased a Project and find that Planium Pro isn’t working for you for whatever reason, just contact our Support team via email, phone or live chat within the first 60 days and we'll gladly refund your money.

Will Planium Pro work for any industry?

Planium Pro suits all industries: retail, manufacturing, services, healthcare, and all other sectors. It also comes with industry-specific business plans that you can use as a guide while writing with your client. Knowing industry standards helps ensure that you advise your clients using a forecast that is both challenging and achievable.

What do I have to do as an Advisor?

All Planium Pro Advisors should offer a free introductory consultation to small to medium sized businesses. This will help you to understand the client's needs and provide a quote for the cost of the business plan.

How do I become an Advisor?

If you are a certified Planium Pro Advisor and are actively working with three or more clients using Planium Pro, you will be qualified to become a listed advisor on our directory. All you need to do is reach out to our team via email, phone or live chat to get started

Can I change or cancel my plan after signing up?

Yes, we have no long-term contracts of any kind. Planium Pro's Advanced subscription is charged on a month-to-month basis, unless otherwise agreed. If you cancel your membership, you will have access to the software until the date of your next monthly payment. To cancel your account, please email, call or live chat with our Support team.

Will my data be safe and confidential?

Planium Pro runs on a dedicated network that is locked down with firewalls. Confidentiality of your plan is maintained at all times. All credit card transactions are processed using bank-level, PCI-compliant SSL encryption. For more information, please read our privacy policy.

Become a Planium Pro Advisor

If you are a professional advisor and would like to be listed on this directory, please contact our team using the form below.



Phone Number

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