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Our Partners

PROPLAN makes a concerted effort to align oursleves with the best product and service providers in their field. From chartered accountants to mortgage brokers, stockbrokers to Life Insurance companies, rest assured we will help you to find the professional service to best meet your needs. Please read on for more details about our preferred partners.

Harris Black

Established in 1984 Harris Black are an independent firm of Chartered Accountants based in Brisbane. Their practice extends business consulting and advisory services to clients who range from public companies through a broad spectrum of commerce and industry to fledgling entrepreneurs making their early moves in the business world.

Pacific Home Loans

PHL is a mortgage and finance broking business headed by Murray Kent who has more than 20 years finance experience. Murray established PHL in 2001, to offer a free service to borrowers looking for a home or investment loan. He’s a regular speaker at business and property seminars on finance issues. Murray has done a fantastic job over the last 5 years servicing PROPLAN’s clients mortgage needs. If there is anything you need on respect to your home or investment loan requirements, PROPLAN is happy to introduce you to Murray and PHL.

Centrepoint Insurance

Centrepoint Insurance Brokers is a general insurance broker and offer a range of services to assist you to protect your assets.

We are able to provide advice and deal in general insurance products, including arranging new policies, endorsing and renewing existing policies and assisting with the most important aspect of insurance… CLAIMS!

Centrepoint Insurance Brokers can arrange the following types of insurances:

  • Business Insurance
  • Office Insurance
  • Professional Indemnity
  • Directors and Officers Insurance
  • Public Liability
  • Commercial and Residential Strata insurance
  • Property Owners insurance
  • Home and contents insurance
  • Motor Vehicle insurance
  • Landlords Insurance
  • Travel Insurance
  • Construction Insurance
  • Management Liability Insurance
  • Marine Cargo Insurance
  • Household Removals Insurance
  • And many more general insurances…

WESTPAC

PROPLAN has aligned itself with Westpac Commercial lending. We are able to refer you to a dedicated Relationship Manager who can service your equipment finance and business lending requirements. Westpac also provides a specialist property loan solutions for trustees of Self managed superannuation funds.

More Partners

Wealthtrac

Wealthtrac is a cooperative of independent securities dealers who are committed to offering clients the opportunity to create and increase their wealth.

E*TRADE

One of Australia’s most respected online stock brokers, providing a convenient, low-cost service to those who want to manage their own wealth creation.

Summit

The Summit platform is a specialist portfolio administration service that provides you with a single access point to a range of investments while performing all the time-consuming administration, reporting and communications.

Zurich

Zurich Financial Services Australia Ltd (Zurich) is the only global financial services company operating in Australia under a single brand in our core lines of business – general insurance, life risk, investment and superannuation products.

MLC

MLC is the wealth management division of the National Australia Bank (NAB). MLC provides investment, superannuation, insurance and private wealth solutions to corporate and institutional customers.

OnePath Australia

OnePath is the world’s leading direct savings bank and is wholly owned by ING Group.

Macquarie

Macquarie Group is a leading provider of banking, financial, advisory, investment and funds management services.