Advice you can rely on

My Plan is a diversified financial group dedicated to providing comprehensive financial planning services. Our motto—Expertise, Integrity & Trust - guides every interaction with our clients and stakeholders, ensuring that we deliver the highest standard of service and support.

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Our Advice

My Plan offers personalised advice solutions on investments, superannuation, retirement planning, and wealth protection which helps you create, manage, and protect your wealth over time. 

Build Wealth

Protect Wealth

Retirement

No matter where you are in life, we’ll help you plan for what’s ahead.

Whether you're accelerating towards your goals or taking a moment to reassess, we’ll work together to help you reach your financial potential.

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Delivering simple solutions

Not all plans need to be comprehensive. We have simple solutions which can cater to your current day needs.

Address

PO Box 33

Welland, SA 5007

Phone

0421 722 549

Opening Hours

Monday - Friday

9am to 5pm

Make Appointment

On-line or
face to face