Why
Enabling people to achieve financial freedom and live their best life
How
Delivering great work by combining the best talent with technology
What
Paraplanning, Ongoing Reviews, Implementation, Strategy Consulting, Digital Marketing
Growing Each Day
Our Why
Our Culture
We take great pride in the culture we have created for ourselves and operate within a set of values which have been collectively decided on. These values are reflected across our work, in our interactions and in our outlook in life.
We encourage growth and consider ourselves a company that really takes care of its own. For our employees that move on to other roles outside Planlogic and Sri Lanka, we pride ourselves in enabling them to leave in a stronger position than when they joined. Having fun is an important part of our culture, as reflected in all our experiences.
Management Team
Philip is a founder and mentor of the business. He has a passion for building teams, leading people and enabling processes that function optimally for internal and external clients. He has held management responsibilities across various functions, at leading Australian and Asian companies. Philip has also coached over 100 advice and accounting businesses.
Shehan is a founder and leader of the business. He ensures that our clients are well taken care of and the team is happy and working towards our mission as a business. Shehan has over 10 years’ experience in the financial planning industry and understands what an integral role support services play in running an efficient and profitable financial planning practice.
Nazreen is a founding employee of the business and manages the delivery of advice to our clients. She guides our team in ensuring our high standards of quality are met and manages our daily workflow operations. She is great at designing solutions for our clients and providing technical advice to our team.