Who we help

At OzPlan, we are dedicated to providing comprehensive financial planning and guidance to a diverse range of clients. 

Individuals and Families

We assist individuals and families at various stages of life, whether you are just starting your career, planning for major life events, or preparing for retirement. Our financial planning services are tailored to help you build a secure financial future. 

Aged Care Clients

We understand the financial considerations that come with aged care planning. Our experienced team of Aged Care specialists can help you to navigate your way through the Aged Care Maze. We can identify the cost of care and how this can be funded, while looking at the impact on pension entitlements and other benefits. We will also help you with Services Australia paperwork if needed. 

Pre-Retirees and Retirees

For those approaching retirement or already in their retirement years, we specialise in retirement planning. Our goal is to help you navigate your retirement journey with confidence, ensuring your savings last a lifetime. 

Self-Managed Super Funds (SMSF)

Our team has extensive experience in assisting clients with self-managed super funds. We ensure your SMSF complies with regulations, optimises investment choices, and secures your retirement savings. 

No matter where you are in your financial journey or what your financial objectives may be, our dedicated team is committed to providing you with sound financial advice, personalised strategies, and a partnership that promotes your financial well-being. Let us guide you on your path to financial success. 

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

Contact us to find out how we can help you.