We keep it simple
We're committed to supporting your wealth and wellness goals and objectives. At My Plan we know that no two individual's financial situation are alike. Our quality financial services and digital solutions can be suited to meet your ever-changing needs. We do this by partnering and collaborating with specialists in the financial ecosystem.
Our focus is on helping you navigate the path to financial freedom without making things complicated, and this is what we strive for. After all, life can be complicated enough.

Why My Plan?
My Plan brings the best of minds together to help you grow with financial confidence. We share perspectives which relate to your needs in a way which are easy and simple to digest. We then work with you to fine tune and adjust to your changing circumstances and needs.
Quality advice starts here
We believe that planning is as much about the experience as the outcome of good planning. Our team have been trained to speak in plain english to ensure a strong understanding of your situation and to ensure we recommend the best solutions for you.

18 Dequetteville Tce
Kent Town SA 5067
Phone
(08) 8362 5557
Opening Hours
Monday - Friday 9am to 5pm
On-line or
face to face