Oz Plan Finanacila Services

At OzPlan Financial Services, we have an established five step planning process which we follow with every new client. OzPlan Financial Services acknowledges that every client is different and we can provide you with financial advice and guidance specific to your needs and objectives. Protection of assets and lifestyle via death, disability, income continuance and trauma insurance, so often forgotten by people in their financial planning.

OzPlan Financial Services was founded in 1999 and now consists of 8 offices who share and manage the OzPlan Financial Services Licence. Each office is a stand-alone Financial Advisory business which focuses on their preferred client types and services as outlined under our individual office pages.

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.

Our unique offering provides that each shareholder is required to elect a director to the Board. Each director carries out a specific role or responsibility on behalf of the Licensee, and is responsible for implementing OzPlan's governance requirements at their office. OzPlan offices are based in Benalla, Bentleigh, Geelong, Mitcham, Moorabbin, Morwell, Shepparton (2) and Sunbury.

It's not possible to predict the future so having adequate insurance is one of your best defences to guard against life's uncertainties. OzPlan understands how important it is to protect yourself and your family against unfortunate events such as accident, illness, disability or death. It is important to ensure you and your family receive the financial support needed.