Modern wealth advisory & management

Innovative strategies that your build wealth and clear advice to plan a secure tomorrow.

Financial Services

Proplan is a contemporary financial, life, wealth advisory and management firm.

Investment Portfolio Management

Advanced CGT reporting, performance and reporting

Tailored Personal Superannuation

Direct shares, term deposits and managed funds

Self Managed Super Funds

Trustee advice for income enhancement and investments

Life Insurance & Income Protection

Cashflow management of premiums and tax deductions

New Client Enquiry

New Client Enquiry