OzPlan Financial Services is here for you through every stage of life

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... read more and updates.

My reason for meeting with the team at Ozplan was to seek assistance with my father's financial planning as he moved into aged care. Nick, Tina and the team helped... read more to make this process so much easier for me during an emotional and complex time when so many things were happening. I knew that I needed guidance and assistance in this space and Nick and the team were prompt, informative, patient and professional at each step over a journey of several months. Now that everything is in place I have complete peace of mind and am very happy with the stategy that has been put in place. I would highly recommend Nick and the team at Ozplan. Bronwyn

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.... read more 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.

Preface; We are not rich. We are not investing hundreds of thousands in stocks. We're an everyday family who have used the incredible team at Ozplan to help make us... read more safe. Since this is a financial services firm and what you want to know if you're reading this, is the ROI on seeking their advice. I'll tell you our story. My wife and I came to Lauren three years ago with a struggling business providing us with no take home pay, zero savings, 15k in debt and a combined income under 70k. We have paid for a consultation and overall guidance at every major financial step we have taken. It hasn't been cheap - however this guidance has lead us to buy two properties, (now living in a dream family four bedder), we're out of debt entirely (and have been since 6 months after our first meeting), we have a huge fund in case of emergencies and have more than doubled our regular salaries. The kicker though isn't our success feeling fantastic, it's sleeping well at night knowing that we are financially safe, our business is steady and we can be confident in our financial decision making with the assistance of professionals that have seen people like us hundreds of times facing the exact same issues. So, to the team here, a big fat thank you! Have a blessed day

We have used and recommended Nick and Lauren at Oz Plan Financial Services for over 20 years. They provide a very professional service and really care about their clients. I... read more highly recommend them for any financial services requirements, be it insurance, general planning or aged care advice.

Nick and Lauren are brilliant - experts who are approachable and supportive!