About OzPlan
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’.
Contact OzPlan today to help guide you through every stage of your life.