Your planning team


Get to know the people behind postcard

Postcard Planning was founded in 2015. Get to know our team…

Our approach is refreshingly simple; we help you plan for your future in a way that’s simple and understandable. We don’t like jargon; we want you to understand your money and your future, rather than feel confused and worried by it.

For this reason, we build relationships with our clients that mean we often work with multiple generations of one family.

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

Rohan Sivajoti


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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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Charity & community

As a team, we’re passionate about doing our bit to help those who need it most.

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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.