Our Process

At OzPlan we believe it is in your interests that we follow a very reliable process.  Our aim is to ensure you are in control of your financial future.

  • First, we listen carefully to you, so we have a clear understanding of your particular objectives, needs and circumstances.
  • Second, we provide you with a statement of advice, which includes a plan to address your financial objectives and a full disclosure of important issues such as research, findings, recommendations and all the relevant fees.
  • Third, we review your plan (with any changes you’d like to make).
  • Fourth, we provide continuity by reviewing your investments and keeping you informed on a frequency nominated by you.
  • Fifth, we ensure you fully understand everything so that you are in full control of your affairs and are comfortable with your financial decisions.

Contact OzPlan today discuss how we can assist you in achieving your financial goals!