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What We Do

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.

A Proplan advisor will develop with you:

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