For more than 40 years, Moneyplan has been helping individuals and families make confident financial decisions, simplify complexity and achieve greater peace of mind.
While many private wealth firms appear similar on the surface, we believe the difference lies in the relationship, the quality of advice and the ongoing guidance provided throughout life's journey.
Since 1985, we've continually evolved the way we deliver advice and wealth management. Our goal is simple: to help you feel confident about your financial future, while freeing up your time to focus on the people, experiences and opportunities that matter most.
Confidence
Financial decisions can feel overwhelming, particularly during times of uncertainty or significant change.
Whether you're preparing for retirement, managing family wealth, selling a business, receiving an inheritance or navigating market volatility, having a trusted adviser can provide clarity and reassurance.
Our role is to help you make informed decisions, stay focused on your long-term goals and feel confident that you have a plan in place for whatever the future may bring.
Expertise
Over four decades, we have worked with a wide range of individuals, families and business owners, helping them navigate complex financial decisions and changing economic environments.
Our advisers are highly qualified professionals with specialist expertise across retirement planning, investment management, superannuation, taxation, aged care, estate planning and wealth management.
More importantly, we know how to apply that knowledge to real-life situations, helping clients make better decisions with their wealth.
Better Outcomes
Advice is not simply about products or investment returns.
It is about helping you make smarter decisions, avoid costly mistakes and ensure your wealth is working towards the goals that are important to you.
By bringing together strategic advice, wealth management and ongoing guidance, we help clients identify opportunities, overcome challenges and remain focused on achieving their long-term objectives.
Time
One of the most valuable benefits of working with an adviser is gaining back your time.
We help organise and coordinate your financial affairs, liaise with other professionals where required and manage the ongoing complexity that often comes with building and preserving wealth.
This allows you to spend less time worrying about your finances and more time focusing on your family, career, interests and lifestyle.
Your Adviser. A Team Behind You.
When you work with Moneyplan, you'll have a dedicated adviser who understands your goals, priorities and circumstances.
Behind that adviser is a team of more than 20 professionals and a trusted network of specialists, all working together to help deliver a high-quality advice and wealth management experience.
This collaborative approach provides depth of expertise, continuity and confidence that your financial affairs are being managed with care and attention.
Trusted Since 1985
Established in 1985, Moneyplan is one of Australia's longer-standing private wealth advisory firms.
We've helped clients navigate market booms, market downturns, changing legislation, retirement transitions, business sales, inheritances and significant life events.
While much has changed over the past four decades, our commitment to helping clients make better financial decisions and live the life they want has remained constant.
Experience Backed By Innovation
While our history dates back to 1985, our approach is firmly focused on the future.
We make significant investments in technology, research, professional development and external expertise to ensure our clients benefit from a modern, efficient and highly personalised advice experience.
By combining decades of experience with leading technology and trusted specialist partners, we help clients access better insights, clearer reporting and more informed decision-making.
This commitment to continual improvement allows us to deliver advice that is not only experienced and trusted, but also relevant and forward-thinking.
Professional Standards
Moneyplan is accredited as a Professional Practice by the Financial Advice Association Australia (FAAA), reflecting our commitment to professionalism, ethics and ongoing education.
Our advisers continually invest in their knowledge and professional development to ensure clients benefit from current, informed and high-quality advice.
GET IN TOUCH
If you would like one of our team to contact you please don't hesitate to contact us.