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OzPlan Financial Services

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Mitcham, Australia

ozplan.com.au
Financial planner· Financial institution· Insurance company· Superannuation consultant

OzPlan Financial Services Reviews | Rating 4.8 out of 5 stars (8 reviews)

OzPlan Financial Services is located in Mitcham, Australia on 701 Whitehorse Rd. OzPlan Financial Services is rated 4.8 out of 5 in the category financial planner in Australia.

Address

701 Whitehorse Rd

Phone

+61 390786454

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

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Janet Crockett

I was very disappointed with Ozplan's approach to not so wealthy investors. The ideal minimum amount you need to invest is at least 200,000 before you are taken seriously. Because I was proposing under that amount I was dissuaded to invest yet I was still charged a substantial consultation fee. Not good. Money down the drain.

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Paul Dobson

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 highly recommend them for any financial services requirements, be it insurance, general planning or aged care advice.

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Jason L

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

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Ian Wilson

We have been dealing with Nick Bird and Lauren Wilson at OZ Plan Ringwood for a very long time both Professionally and personally with our own financial requirements. They are and their team a very professional outfit that really get to know your needs and implements a satisfactory outcome for your future. We would thoroughly recommend the team at OZ Plan Ringwood. Ian & Chris Wilson

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Max Xenophontos

Very professional, excellent service as well as highly knowledgeable. Wouldn't hesitate to recommend if you are looking for a quality financial adviser.

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Robin Mayer

I have known Nick from Oz Plan for over three years and can highly recommend him. His professional approach and caring personality sees all his clients given expert advice and results. Oz Plan covers all aspects of financials and are especially skilled in transitions to retirement.

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Damian Assender

Nick and his team have done a fantastic job in sorting out our old policy, and has given us a better understanding of how things work for our future. Thank guys

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Greg Krenn

Very professional team at OzPlan and their knowledge is unquestionable, go and see Nick & the team in Mitcham.

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