miPlan is a financial services business that specializes in providing tailored advice for families, individuals, retirees, and small businesses. With a focus on deliberate planned saving and smart investment decisions, miPlan helps clients sharpen their focus and track progress towards a better future. The company believes in guiding investment decisions to be effective both now and in the future, ensuring clients can meet their spending goals as they occur.
With a strong emphasis on guaranteed income and risk management, miPlan aims to deliver the lifestyle clients desire today while providing certainty about their future financial security. The business offers expertise in areas such as estate planning, aged care advice, and ethical investing, catering to clients interested in aligning their investments with environmental, social, and governance principles. Through cutting-edge business processes and systems, miPlan operates efficiently to offer affordable financial advice to the average Australian.
Self-licensed and privately owned, miPlan is free of external influence from large institutions, allowing the team to prioritize clients’ best interests. Led by experienced professionals like Business Manager Stephen Handley and lead Advisor Barney Ellis, miPlan Advisory provides comprehensive support for technology, compliance, and investment needs. By partnering with Next Level, miPlan offers a holistic service hub for all financial advice requirements, ensuring clients receive expert guidance to protect their assets and invest wisely for the future.