Proplan

Welcome to Proplan, a leading financial institution located at 127 Sutton Street, Redcliffe, Australia. As an establishment, finance, and point of interest, Proplan offers innovative strategies and clear advice to help you build wealth and plan for a secure tomorrow.

At Proplan, we pride ourselves on being a contemporary financial, life, wealth advisory, and management firm. Our team of experienced advisors provides trustee advice for income enhancement and investments, ensuring that you make the most of your financial resources. We also specialize in cashflow management of premiums and tax deductions, helping you optimize your financial situation.

Our journey began when our principal advisor, after a decade of working in financial planning at large banks, realized that there was more to offer clients than just the bank's investments. With this vision in mind, Proplan was established, with a commitment to matching the best available strategy and product with our clients' unique needs.

Over the years, Proplan has grown significantly, now boasting a team of four support staff and overseeing over 150 million in funds under advice. Our success is a testament to our philosophy of matching clients' needs to the best available investment or insurance solution.

But don't just take our word for it. Our clients have consistently praised our services. One client highly recommends Paul and the team, emphasizing their reliability. Another client credits our solid self-managed superannuation fund (SMSF) advice for helping them progressively build their wealth.

At Proplan, we are passionate about what we do, and our experience ensures that your financial future is secure. We specialize in innovative strategies that build your wealth and provide the clarity you need to plan and secure your tomorrow.

Proplan is a corporate authorized representative (No.263879) of Alliance Wealth Pty Ltd, located at Level 2, 28 O'Connell St, Sydney, NSW 2000. Alliance Wealth Pty Ltd holds an Australian Financial Services License (AFSL 449221) and is registered under the Australian Business Number (ABN 93 161 647 007). For more information, please visit www.centrepointalliance.com.au/AW.

Choose Proplan today and let us guide you towards a prosperous and secure financial future.