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

Our experience and passion for what we do ensures we develop and implement innovative strategies that will build your wealth and provide you with the clarity you need to plan and secure your tomorrow.

Latest News BUDGET 2009

See the latest news tab at the top of the page for a link to a budget summary from NAB.

Tailored Personal Superannuation accounts with access to: 
     Direct shares 
     Term Deposits 
     Managed Funds

Specialist Life Insurance and Income Protection Solutions
     Cashflow management of premiums
     Helping you claim premiums as a tax deduction

Self Managed Super Fund Trustee Advice 
     Use Franking credits to enhance your fund income 
     Investment mix to sustain pension income

Investment Portfolio Management 
     Advanced CGT reporting 
     Performance and Valuation reporting for SMSF trustees