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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.
Discover our complimentary guides below
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.
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.
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.
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.
"My experience helps me connect with my clients and understand what really matters to them."
"My job is to understand your specific goals and design the most appropriate financial pathway to get you there."
"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 HareGreat 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 ClarkI 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 BullockWe 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 ChiuchiarelliMy 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 MilneSince 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 AlesPreface; 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 FriedrichWe 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 DobsonNick and Lauren are brilliant - experts who are approachable and supportive!
Jason LContact us to find out how we can help you.
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.
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.
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.
At OzPlan, we understand that financial planning can be complex and overwhelming. That’s why we offer a free, no-obligation 15-minute phone consultation before scheduling your initial meeting with us.
Our experienced financial advisers are dedicated to guiding you toward informed decisions that ensure a secure and prosperous future.
Don’t wait to secure your financial future. It all starts with a simple phone call. Book your complimentary 15 minute phone consultation now and let us guide you towards a brighter financial future.