OzPlan Financial Services is a leading boutique financial advisory group offering a wide range of specialized services to individuals and businesses. With a team of top specialist financial planners and investment experts, OzPlan is dedicated to helping clients boost their savings, sustain their retirement funds, and secure a comfortable future by providing strategic financial advice tailored to meet their specific goals.
Founded in 1946, OzPlan Financial Services has grown to become one of the largest specialist financial services businesses in the Goulburn and Murray Valleys, with over 40 team members and two offices located in Shepparton and Numurkah. The company prides itself on its team of expert advisors who are authorized representatives of OzPlan Financial Services Pty Ltd, ensuring clients receive high-quality financial planning services under the Australian Financial Services Licence No. 221235.
At OzPlan Financial Services, clients can expect personalized and comprehensive financial solutions in areas such as accounting, taxation, superannuation, financial planning, and more. The company’s philosophy revolves around understanding each client’s unique needs and collaborating to find tailored solutions that align with their financial goals. With a focus on wealth creation and financial well-being, OzPlan is committed to making clients’ lives easier by improving their wealth and business through expert financial advice and guidance.