OzPlan Financial Services - Mitcham (VIC)

5 /5 Kristie Lam: Very impressed with the service provided by Yianni and Mackenzy. We were a bit stuck on what to do after being given the runaround by another financial planner when preparing documents for aged care. Yianni fit us in last minute and helped us with the relevant forms and scenarios. Would highly recommend.

5 /5 Ken: Thank you to Lauren at Mitcham OzPlan Financial Services for the valuable information and guidance regarding aged care planning for my mother. Where previously I was overwhelmed with the complexities of the aged care process, I now have a clear understanding of what to do should mum ever need to move into an aged care facility. Lauren explained the financial aspects in laymans terms and opened up a whole new line of options for both mum and I.

5 /5 Ani Ales: Since I became a client of OzPlan Financial Services and without any knowledge nor experience on investing, I have been pleasantly surprised at how fluid and successful it has been. I have received constant and professional service where even my silliest questions have been answered with respect and followed through. I am presently overseas. Here, one would think that this would be a challenge for both Ozplan and me in regards to communicating and getting the services required. However, the distance has not altered the attention or prevented me from getting all the services required to continue getting the best financial advice and success possible just like if I was present there in Australia. This is due to the quality, professionalism and quick response that Nick Bird and his team have provided me with, which has maintained my trust and makes them great value.

5 /5 Luke Hare: I cant express enough how grateful my family and I are for the outstanding assistance provided by OzPlan Financial Mitcham. Their unwavering dedication and expertise truly shone during a particularly challenging period for my parents whom are going through a terminal cancer diagnosis. Not only did they offer great financial guidance, but they went above and beyond, demonstrating a genuine concern for their well-being. A massive thank you to both Nick and Yianni.

5 /5 Bronwyn Milne: My reason for meeting with the team at Ozplan was to seek assistance with my fathers financial planning as he moved into aged care. Nick, Tina and the team helped to make this process so much easier for me during an emotional and complex time when so many things were happening. I knew that I needed guidance and assistance in this space and Nick and the team were prompt, informative, patient and professional at each step over a journey of several months. Now that everything is in place I have complete peace of mind and am very happy with the stategy that has been put in place. I would highly recommend Nick and the team at Ozplan. Bronwyn