OzPlan Financial Services is here for you through every stage of life

The sooner you plan your future, the sooner you can enjoy it.

OzPlan was founded in 1999 and is privately owned and operated. We are not part of a franchise or a large corporate entity.

Our primary commitment is to our clients, and we are not linked to financial institutions whose products we might suggest.

This means that you can trust us to deliver unbiased, expert financial guidance that is specifically tailored to meet your personal circumstances.

How we can help

At OzPlan, we can assist you in making informed decisions about your future, regardless of your current life stage.   

Whether you are planning for retirement or navigating major life events, such as moving a loved one into Aged Care, seeking guidance from a financial adviser can help you make informed decisions. 

Your Financial Planning future starts with OzPlan

Discover our complimentary guides below 

We can help

Secure your future

Financial planning goes beyond retirement and aged care. We assist in wealth-building for your dreams like vacations, homes, and education. You can relax knowing your retirement years will be both comfortable and affordable.

Plan for

Retirement Living

This phase of life is all about safeguarding your lifelong savings. Through early planning and wise advice, we make the most of your assets and savings. This guide provides an overview of options and considerations, serving as a resource for seeking further assistance.

Moving to a

Retirement Community

Retirement communities vary in size and shape, providing lifestyle options for active, independent individuals and those requiring care and support. Despite their diversity, retirement communities fall into two categories, both of which we’ll explore in this booklet.

Moving a loved one into

Aged Care

When your parents consider downsizing or better health care in their later years, understanding their options is vital. It’s more than just a “retirement home.” Financial factors, including wealth and assets, influence Government Assistance and overall retirement costs. OzPlan is here to assist with this significant life choice.

Meet the people behind our advice

Nick Bird

"My experience helps me connect with my clients and understand what really matters to them."

Lauren Wilson

"My job is to understand your specific goals and design the most appropriate financial pathway to get you there."

Yianni Palios

"I am passionate about helping people to achieve their financial goals."

  • I can't express enough how grateful my family and I are for the outstanding assistance provided by OzPlan Financial Mitcham. Their unwavering dedication and expertise truly shone during a particularly... read more

    Luke Hare Avatar Luke Hare
    August 9, 2023

    Great team. Fantastic result for a couple seeking aged care. The assistance provided had not only a financial benefit but a significant positive impact on emotional well being.

    Peter Clark Avatar Peter Clark
    August 9, 2023

    I found myself on my own after a marriage breakdown, terrified of what I was going to do to make my finances work for me going forward. Nick Bird from... read more

    Sarah Bullock Avatar Sarah Bullock
    June 9, 2023
  • We are very pleased with the level of service and communication with Yianni and the team. We feel very comfortable with calling and meeting with the team for regular reviews... read more

    Tony Chiuchiarelli Avatar Tony Chiuchiarelli
    June 9, 2023

    My reason for meeting with the team at Ozplan was to seek assistance with my father's financial planning as he moved into aged care. Nick, Tina and the team helped... read more

    Bronwyn Milne Avatar Bronwyn Milne
    January 9, 2023

    Since I became a client of OzPlan Financial Services and without any knowledge nor experience on investing, I have been pleasantly surprised at how fluid and successful it has been.... read more

    Ani Ales Avatar Ani Ales
    January 9, 2022
  • Preface; We are not rich. We are not investing hundreds of thousands in stocks. We're an everyday family who have used the incredible team at Ozplan to help make us... read more

    Hoshi Friedrich Avatar Hoshi Friedrich
    January 9, 2022

    We have used and recommended Nick and Lauren at Oz Plan Financial Services for over 20 years. They provide a very professional service and really care about their clients. I... read more

    Paul Dobson Avatar Paul Dobson
    January 9, 2021

    Nick and Lauren are brilliant - experts who are approachable and supportive!

    Jason L Avatar Jason L
    January 9, 2020

It's never too early or too late to get your finances in order.

Contact us to find out how we can help you.

We can help

Secure your future

Wealth-building with OzPlan covers more than retirement, including dreams like vacations and homes. Rest easy, ensuring a comfortable and affordable retirement.

Enter you details and we'll send your guide out to you asap.

Plan For

Retirement Living

This phase of life is all about safeguarding your lifelong savings. Through early planning and wise advice, we make the most of your assets and savings. This guide provides an overview of options and considerations, serving as a resource for seeking further assistance.

Enter you details and we'll send your guide out to you asap.

Moving to a

Retirement Community

Retirement communities come in various sizes, offering lifestyle choices for both independent individuals and those in need of care. Despite the diversity, they generally fall into two categories, as discussed in this booklet.

Enter you details and we'll send your guide out to you asap.

Moving a loved one into

Aged Care

Understanding downsizing and healthcare options for aging parents is crucial. Financial factors, such as wealth and assets, impact Government Assistance and overall retirement costs. OzPlan is here to help with this important decision.

Enter you details and we'll send your guide out to you asap.

Are you ready to take control of your financial future?

We're here to help you every step of the way.

At OzPlan, we understand that financial planning can be complex and overwhelming. That’s why we offer a free, no-obligation phone consultation to get you started on the path to financial success. 

Our team of experienced financial advisers is dedicated to helping you make informed decisions that lead to a secure and prosperous future.

Ready to Begin?

Don’t wait to secure your financial future. It all starts with a simple phone call. Book your complimentary consultation now and let us guide you towards a brighter financial future.