PROPLAN started as a business 14 years ago
When principal advisor Paul Friedrich decided after a decade financial planning in our large banks, that there was more to offer clients than the banks investments, he left ANZ Private bank and formed PROPLAN.
Since then a focus on matching the best available strategy and product with the needs of clients, has seen the business grow to 6 support staff and over $140 million in Funds Under Advice.
Be assured that PROPLAN’s underlying philosophy of matching clients needs to the best available investment or insurance solution will continue into the future.
Also feel assured that PROPLAN operates under one of the largest Australian Financial Services Licences in the Garvan Wealth Management Group which is part of the NAB group of companies.