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Ozplan Financial Services

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Ozplan Financial Services

Profile:

OzPlan provides a number of specialist advice services relating to financial and retirement planning, investment advice and risk insurance that can help you through each stage of your financial life. This includes:
Advising on the steps to create, grow and preserve assets
Evaluating your human life value and protecting it
Preserving your interests in business ventures
Having money at hand whenever it is required
Continuing income in the event of sickness or accident
Funding the cost of education and related issues
Funding the lifestyle you deem desirable
Using strategies to enhance and preserve mid-life wealth
Designing a retirement plan that ensures your money lasts as long as you do
Knowing how to protect and transfer family assets

Overview:

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’.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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