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Oz Plan Financial Services Pty Ltd

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Oz Plan Financial Services Pty Ltd

Profile:

OzPlan Financial Services was founded In 1999. Eight professionals in the financial services industry decided to pursue a shared vision on behalf of their clients. This was to provide advice that is suitable to their needs, objectives and, above all, personal.

OzPlan has absolutely no shareholders represented by financial institutions such as banks, fund managers, or superannuation funds. This means that the advice we provide is based entirely on research and investigation, and free from external influence.

The benefit to our clients is that we are able to stay faithful to our commitment to make recommendations that are both suitable to your needs and objectives to help you secure your financial future.

OzPlan has continued to grow strongly from its first day. There are now established offices throughout Victoria, to better serve clients, who, as our by-line has it, have needs ‘for every stage of your life’.

Overview:

OzPlan is not your typical financial services group we have discovered that every single client is different. At OzPlan we can provide you with extensive financial advice and guidance suitable to your needs and objectives.

Whether you are new to investing or are an experienced investor we can help guide you through your investment strategies. If you are time poor, need help making appropriate financial decisions or just need some simple advice on insurance, superannuation and retirement planning - we always have the experienced professionals available to listen and guide you through a strategy that will help put your financial goals into place - for every stage of life…

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