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Financial advice with a cuppa and a slice

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Welcome to Postcard Planning

We help you to make the most of your finances, allowing you to focus on the things that really matter in life.

Your team

We build relationships with our clients that last throughout generations of family.

It’s important that as well as getting to know you, you get to know us too.

Rohan Sivajoti

Director

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Dan Graham

Marketing & Operations

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Cat Melbourne

Client Services Manager

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Catherine Morgan

Financial Planner

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Karen Malin

Compliance Support

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Meet our clients

Our clients are at the heart of everything we do. Some of them were kind enough to sit down and chat about how working with us has changed their lives for the better.

Get in touch

We’d love to arrange a casual chat over a cuppa and cake to discuss how we might be able to help you. Just leave your details below and we’ll be in touch.