OzPlan Financial Services
About the Business
Welcome to OzPlan Financial Services, located at 701 Whitehorse Road in Mitcham, Australia. As a leading institution in accounting, establishment, finance, and a point of interest, OzPlan is dedicated to guiding you through every stage of life.
At OzPlan, we understand the importance of planning for your future. We believe that the sooner you start planning, the sooner you can enjoy the fruits of your labor. Our team is committed to communicating in plain English, ensuring that you fully understand your options and have control over building your wealth and securing your future.
With extensive knowledge in wealth creation, retirement living, and aged care options, our team is here to listen to your needs and care about your future. Investing can be overwhelming with the numerous options available, from direct shares to managed funds and cash investments. We have the expertise to guide you in making wise investment decisions that will help your wealth grow over time.
At OzPlan, we take pride in assisting individuals and families at every stage of life. Whether you are a young family, a retiree, or somewhere in between, we love problem-solving and developing financial strategies tailored to your immediate needs and long-term goals.
We understand that certain life events can be particularly challenging, and we are here to support you during those times. Making important financial decisions during stressful and emotional periods, such as retirement or aged care planning, can be daunting. Our experienced team will assist you throughout the process, ensuring that you make informed decisions that will protect your financial interests.
Financial planning is not just about retirement and aged care. We can work with you to develop strategies that will help you achieve your dreams, whether it's saving for a holiday, a dream home, or your children's education. OzPlan can provide easy plans and strategies to secure your future, allowing you to feel confident about your finances and enjoy peace of mind.
As you enter this exciting phase of life, it is crucial to protect the assets and savings you have accumulated over the years. Early planning and good advice can maximize the use of your resources and ensure a comfortable and affordable retirement. Our comprehensive guide will give you an overview of various options and points to consider, serving as a valuable resource for further assistance.
Retirement communities come in all shapes and sizes, catering to individuals with different lifestyles and needs. Whether you seek an active lifestyle or require care and support while maintaining independence, there is a retirement community that suits you. In our booklet, we will explore both retirement villages and land lease communities, providing you with valuable insights and information.
When it comes to your parents' retirement living options, it is essential to understand the financial implications. Downsizing or seeking better healthcare in their later years involves serious financial considerations. Wealth and assets can impact the amount of government assistance they receive and the overall cost of retirement living. We are here to guide you through this complex process and ensure the best outcomes for your loved ones.
Copyright text 2019 by OzPlan Mitcham. Creativity by Ladybug.
Photos
Location & Phone number
701 Whitehorse Road, Mitcham, Victoria 3132, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I can't express enough how grateful my family and I are for the outstanding assistance provided by OzPlan Financial Mitcham. Their unwavering dedication and expertise truly shone during a particularly challenging period for my parents whom are going through a terminal cancer diagnosis. Not only did they offer great financial guidance, but they went above and beyond, demonstrating a genuine concern for their well-being. A massive thank you to both Nick and Yianni."
"Great team. Fantastic result for a couple seeking aged care. The assistance provided had not only a financial benefit but a significant positive impact on emotional well being."
"I found myself on my own after a marriage breakdown, terrified of what I was going to do to make my finances work for me going forward. Nick Bird from Ozplan very quickly made not only myself but adult teenagers feel at ease by mapping out our financial future and also putting the right insurances in place incase there was a need! The advice and support has been incredible. Nick has not only done a great job with my portfolios but he has allowed me to be involved which I have really enjoyed and learnt a lot. I am thrilled to say my one portfolio has increased by more than 30%. Such an awesome return! I would like to thank Nick and his wonderful team for all their guidance and support. I no longer feel vulnerable. I feel empowered and very much in control of my future! Thank you so much, Sarah Bullock"
"We are very pleased with the level of service and communication with Yianni and the team. We feel very comfortable with calling and meeting with the team for regular reviews and updates."
"Since I became a client of OzPlan Financial Services and without any knowledge nor experience on investing, I have been pleasantly surprised at how fluid and successful it has been. I have received constant and professional service where even my silliest questions have been answered with respect and followed through. I am presently overseas. Here, one would think that this would be a challenge for both Ozplan and me in regards to communicating and getting the services required. However, the distance has not altered the attention or prevented me from getting all the services required to continue getting the best financial advice and success possible just like if I was present there in Australia. This is due to the quality, professionalism and quick response that Nick Bird and his team have provided me with, which has maintained my trust and makes them great value."
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