Who we help

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

Individuals

We assist individuals at various stages of life, whether you’re just starting your career, planning for significant life changes, or looking to strengthen your financial position. Our tailored financial planning services are designed to help you achieve your goals, manage your finances effectively, and build a secure future.

Families

We support families at every stage of life, whether you’re starting a family, planning for your children’s education, or preparing for retirement. Our financial planning services are tailored to help you manage your household finances, protect your loved ones, and build a secure future together.

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

For those approaching retirement, we specialise in pre-retirement planning. Our goal is to help you prepare for this significant life transition with confidence, ensuring that your savings are structured to support you throughout your retirement years.

Retirees

For those already in retirement, we specialise in helping you manage your finances to ensure your savings last a lifetime. Our retirement planning services are designed to provide peace of mind, helping you maintain financial security and enjoy your retirement years to the fullest.

Self-Managed Super Funds (SMSF)

Our team has extensive experience in assisting clients with self-managed super funds (SMSF). We ensure your SMSF complies with regulations, optimises your investment choices, and helps secure your retirement savings for the future.

What our clients say about us

We would like to sincerely thank both Suzie and Paige, who were very welcoming, and wonderfully professional. We thought we'd be in the office at least perhaps half an hour or so, as the questions looked very complicated.. To our delight we were only there about 15 minutes, due to Suzie's wonderful efficiency. Paige made us feel very much at home too, with the offering of coffee, which was most acceptable, and a lovely, thoughtful thing to do. No wonder we love OzPlan!

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 challenging period for my parents whom are going through a terminal cancer diagnosis. Not only did they offer great financial guidance, but they went above and beyond, demonstrating a genuine concern for their well-being. A massive thank you to both Nick and Yianni.

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.

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 highly recommend them for any financial services requirements, be it insurance, general planning or aged care advice.

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 and updates.