Plan Protect Small Businesses

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 or catching up on Zoom. Our staff know all our clients personally and there is always a chat that happens before any meeting. 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 12 years; Louise Cook 12 years and Rebecca Pritchard 1 year. This is a reflection of our values.