OzPlan Financial Services is a privately owned and operated financial advisory business established in 1999, with a network of 8 offices across Australia. Each office operates independently, focusing on specific client types and services while sharing the OzPlan Financial Services Licence. This unique structure allows for personalized service tailored to individual client needs, backed by the collective expertise of the group’s 8 directors who boast a combined 206 years of experience in the finance industry.
At OzPlan Financial Services, the primary goal is to help clients secure their financial future by providing tailored strategic advisory services. The business prides itself on offering objective advice aimed at achieving the best outcomes for clients’ lifestyle and financial goals. With a commitment to transparency and client satisfaction, OzPlan Financial Services emphasizes the importance of understanding the value their advice can bring and the solutions they can offer to address clients’ financial concerns.
With a focus on collaboration and knowledge-sharing among its offices, OzPlan Financial Services leverages the collective strength of its network to ensure clients benefit from the buying power and negotiating capabilities of a larger group. By combining individual expertise with a shared commitment to quality advice and service, OzPlan Financial Services aims to empower clients to make informed financial decisions and navigate the complexities of the financial landscape with confidence.