My Plan Financial is a trusted financial planning business dedicated to guiding individuals towards a secure and fulfilling future. Founded by Peter Walsh in February 2013, the company prides itself on building lasting client relationships through dedication, expertise, and integrity. With a focus on ethical practices and client-centric services, My Plan Financial helps clients navigate the complexities of financial planning, offering tailored advice to create, grow, and protect wealth for life’s unpredictable twists and turns.
specialising in aged care financial advice and superannuation strategies, My Plan Financial aims to empower individuals to make informed decisions about their financial future. Led by qualified financial advisors like Peter Walsh, Faisal, and Boban, the team is committed to providing trustworthy, knowledgeable, and attentive services. By prioritizing the best interests of their clients and staying abreast of industry regulations, My Plan Financial sets itself apart as a reliable partner in helping clients achieve their financial goals.
With a philosophy centered on financial freedom and personalized solutions, My Plan Financial offers a range of services to help clients live their best lives. From optimizing finances for aged care needs to wealth accumulation and insurance strategies, the company’s expertise lies in empowering individuals and families to secure a prosperous future. By fostering a culture of trust, care, and efficiency, My Plan Financial is dedicated to guiding clients towards financial freedom and success.