OzPlan is here for you through every stage of life

The sooner you plan your future, the sooner you can enjoy it. At OzPlan, we speak in plain English so you understand your options and can control how you build your wealth and how you'll be able to live tomorrow.

Our team knows a lot about Wealth Creation, retirement living and Aged Care options for you and your family. They listen to you and care about your future.

Plan for a life, not just retirement

Building wealth with investment advice...

Investing can seem complicated. There are thousands of investment options, from direct shares, managed funds, cash investments and more. We understand how to invest for your future to help build your wealth up over time and will help you to invest wisely so your wealth grows for you.

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It's never too early or late to talk superannuation or retirement...

At OzPlan, we enjoy helping people at every stage of life. From young families to retirees and every unique situation in between. We love to problem solve and work out a financial strategy that meets your immediate needs and long term goals.

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Moving a loved one to Aged Care?

This is possibly one of the hardest things you'll ever have to do. There are many important decisions to make in only a matter of weeks. Making the wrong decision could lose you thousands of dollars. We're here to assist you through the process at this very stressful and emotional time.

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Your wealth creation starts with OzPlan

Financial Planning is for more than retirement and Aged Care. We can work with you to develop strategies to build wealth for that dream holiday, that dream home, your children’s education and so much more.

OzPlan can assist in securing your future with easy plans and strategies for your finances. Feel safe knowing you can save for a holiday, a home or a family. Relax knowing your retirement years will be comfortable and affordable.

Planning for Retirement Living?

This is an exciting time in your life. However, you don’t want to watch what you have worked your whole life for, dwindle away over the next 20 or so years.

With a number of big decisions ahead, early planning and good advice may maximise the use of your assets and savings.

You will be faced with many personal and financial decisions. This guide will give you an overview of some of your options and points to consider and can be used as a resource on how to get further help.

Moving to a Retirement Community?

Retirement Communities, just like the people that live there, come in all different shapes and sizes.

They also offer a range of lifestyle choices from those seeking an active lifestyle to those who need care and support to continue living independently — and everything in between.

While it can seem that there are lots of different financial arrangements to compare, the reality is that most retirement communities are either a Retirement Village or a Land Lease Community... we will look at both in this booklet.

Moving a loved one into Aged Care?

When your parents want to downsize from their large family home or they need better health care in their later years, you need to understand their retirement living options. It’s not as simple as ‘just a retirement home’. There are serious financial issues which need consideration. Wealth and assets affect how much Government Assistance they receive, how much retirement living will cost them, and more.

OzPlan can help you with this big life decision.

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

Contact us to find out how we can help you...