Proplan® - Professional Life Planning

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