The Extra Mile
“We engaged Nick Bird (Ozplan) with some trepidation just over 2 years ago, on the recommendation of a friend, to help us sort out our financial plans.
Nick has proved to be not only extremely competent and professional, but also personable, approachable and caring. He has consistently “gone the extra mile” to answer our queries and concerns and sort out the small details.
Nick is a rare Bird indeed!”
Rob & Bonnie
High Level of Client Care
“We have been clients of OzPlan and its predecessor organisation for at least 5 years. We have found Lauren, Nick and their dedicated team most efficient and approachable. It is not just the sound investment strategies that Lauren and Nick put in place for us well before we retired but their high level of client care outside the usual parameters of Financial Advice. It is all those little things like setting aside money for us to have holidays or helping us through emergency situations. They also interface well with Centrelink and various other Government agencies on our behalf. Their established informal network of quality Accountants and Tax Agents is similarly customer focused. Like most retired Superannuants we were exposed to the GFC and lost some of our investments, but due to the appropriate investment strategies and the steadying hands of Nick and Lauren our loss was minimised. As a retired CPA and my wife a Banker we feel comfortable that we made the correct decision to go to the experts.”
Peter Lovel & Pam Brayne
“It’s a great relief to have such a professional manage my financials and care so much about mine and my families health and protection. Your initiatives and ideas in relation to our personal insurance needs have saved me money and future dramas with other companies with their clauses and loop holes. We cannot thank you enough.”
Quick and Efficient
“Over many years at different times, especially when my life situation has changed, I have consulted various financial advisers. However I’ve never felt completely happy with any of them until I was referred to Nick Bird and OzPlan. Not only was Nick’s review of my circumstances and needs extremely comprehensive, but he also explained all my options in clear and understandable terms. So with Nick’s help, I was able to make informed decisions. He then took action on my behalf very quickly and efficiently, keeping me informed at every step of the way. I can not recommend Nick Bird and OzPlan highly enough!”
BJ Seminars International