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
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
Shehan is the founder and leader of the business. With 13 years of experience in the financial planning industry, Shehan understands the integral role support services play in running an efficient and profitable practice. Shehan spends his time providing strategic oversight to expand Planlogic's horizons, while also exploring how technology can disrupt the financial planning space.
Jay works with our clients to unlock the true potential of their business. He creates solutions that allow advisers to deliver compliant advice in the most efficient manner - while restoring profitability to their practices. With more than 13 years of experience in the industry, Jay began his journey as a financial adviser and subsequently moved to a strategic development role within the financial planning space.
Nazreen is a founding employee of the business. She is responsible for designing solutions that optimise our operation and allow us to deliver a high standard of work. In addition to being a key touch point for our advisers, Nazreen has more than 10 years of in-depth paraplanning experience and provides technical advice to the team.
Stephan is responsible for overseeing Planlogic’s growth strategy and expansion plans. He works with Planlogic’s business units to ensure congruence in achieving the Company’s goals and objectives. Prior to joining Planlogic, Stephan was engaged in a management consulting role primarily focused on private equity M&A due diligence.