Frequently Asked Questions
My Plan provides personalised financial advice to help clients make informed decisions about their financial future. We assist with retirement planning, superannuation, investments, wealth creation, personal insurance, cash flow management, Centrelink strategies, and estate planning considerations.
Yes. We offer a complimentary discovery meeting to understand your circumstances, discuss your goals, and determine whether our services are suitable for your needs. If you decide to proceed further we will explain our advice process, scope of engagement, and fees.
Most discovery meetings take between 30 and 45 minutes and can be conducted in person, by phone, or via video conference.
Financial advice can be valuable for individuals and families at all stages of life, including those:
- Planning for retirement
- Building wealth and investments
- Growing their superannuation
- Approaching a significant life change
- Seeking financial confidence and direction
- Wanting to make better financial decisions
Yes. My Plan operates under My Plan Group Pty Ltd, holder of Australian Financial Services Licence (AFSL) 528220. We are authorised to provide financial advice and related financial services in accordance with Australian regulatory requirements.
Contact Us
We're here to help.
You can get in touch with My Plan in the way that suits you best:
- Complete the enquiry form on this page and we'll respond as soon as possible.
- Email us directly at admin@myplanfp.com.au
- Prefer to speak with an adviser? Click the Book a Meeting button below to schedule an appointment at a time convenient for you.
We look forward to assisting you with your financial planning, retirement, superannuation, and wealth advice needs.