OzPlan Financial Services Pty Ltd - Mitcham Office

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OzPlan Financial Services Pty Ltd - Mitcham Office We provide stress-free financial solutions, giving our clients time to enjoy every stage of life.

At OzPlan, we are dedicated to providing comprehensive financial planning and guidance to a diverse range of clients. No matter where you are in your financial journey or what your financial objectives may be, our dedicated team is committed to providing you with sound financial advice, personalised strategies, and a partnership that promotes your financial well-being. We offer a wide range of financial planning services, designed to help you achieve your unique financial goals.
- Financial Advice & Planning
- Aged Care Advice
- Retirement Planning
- Superannuation Advice
- Investment Advice
- Estate Planning
- Divorce and Separation
- Cashflow Planning
- Services Australia assistance

Pay down your mortgage or boost your super - which move makes more sense for you? 🤔There’s no one-size-fits-all answer. ...
20/05/2026

Pay down your mortgage or boost your super - which move makes more sense for you? 🤔

There’s no one-size-fits-all answer. It depends on your goals, lifestyle, and long-term financial plans. The right strategy today could make a big difference to your future.

At OzPlan Mitcham, we help you weigh up your options and find the approach that works best for your situation - whether it’s reducing debt, growing your super, or a smart combination of both.

Let’s talk and build a plan that puts you in control of your financial future.

Planning for Aged Care can feel overwhelming - but you don’t have to navigate it alone.At OzPlan Mitcham, we’re here to ...
13/05/2026

Planning for Aged Care can feel overwhelming - but you don’t have to navigate it alone.

At OzPlan Mitcham, we’re here to guide you every step of the way. From understanding your options to structuring your finances, our team helps you make informed decisions with confidence and peace of mind.

Whether you're planning ahead or facing an immediate need, we simplify the process so you and your loved ones can focus on what truly matters.

Reach out to OzPlan Mitcham today and take the first step toward a secure and well-planned future.

03 9078 6454

At OzPlan, we are dedicated to providing comprehensive financial planning and guidance to a diverse range of clients. No...
06/05/2026

At OzPlan, we are dedicated to providing comprehensive financial planning and guidance to a diverse range of clients. No matter where you are in your financial journey or what your financial objectives may be, our dedicated team is committed to providing you with sound financial advice, personalised strategies, and a partnership that promotes your financial well-being.

Let us guide you on your path to financial success. Contact us today on 03 9078 6454

29/04/2026

Stay up to date with what's happened in the Australian economy and markets over the past month.

The escalating war in the Middle East has seen extreme volatility in global markets, particularly in the US.

Brent crude recorded a monthly surge of nearly 70%. It was trading above $115 per barrel by month’s end, its highest level in years. The closure of key shipping routes through the region sent shockwaves through energy markets worldwide.

The ASX 200 experienced a volatile month, driven by geopolitical tension, energy price fears, and inflation concerns. It recorded a decline of around 8% - its worst monthly performance since March 2020, although the index is still higher than it was a year ago.

Click the video to view our update.

Please get in touch if you’d like assistance with your personal financial situation.

26/04/2026

Please note that our OzPlan Mitcham physical office will be closed on the 27th due to a water outage.

Our team is still working online and available to take calls, so please don’t hesitate to get in touch if you need assistance.

We apologise for any inconvenience and appreciate your understanding 💧

At OzPlan, our approach involves providing personalised financial planning and advice that encompasses all aspects of yo...
22/04/2026

At OzPlan, our approach involves providing personalised financial planning and advice that encompasses all aspects of your financial situation tailored to meet your specific needs.

✨ What Does a Comfortable Retirement Look Like? (December Quarter 2025)The ASFA Comfortable Retirement Standard provides...
15/04/2026

✨ What Does a Comfortable Retirement Look Like? (December Quarter 2025)

The ASFA Comfortable Retirement Standard provides a guide to the income many Australians may need each year to enjoy a good quality lifestyle in retirement.

💰 Estimated annual budget
• Single homeowner → about $54,800
• Couple homeowners → about $77,300

🏡 A comfortable retirement can include
✔ Quality food and regular dining out
✔ Private health insurance and healthcare costs
✔ A reliable car and transport expenses
✔ Fast internet, computer and smartphone
✔ Hobbies, social activities and memberships
✔ Annual domestic travel and occasional overseas trips
✔ Ongoing home maintenance and updates
✔ Confidence to afford utilities like heating and cooling

👵👴 These estimates assume you own your home outright, are relatively healthy, and may receive part Age Pension support.

📊 How OzPlan Financial Services can help
We use comprehensive cashflow analysis to map your current spending, future lifestyle goals, and projected retirement income. This helps you understand how much super you may need, identify any gaps early, and build a clear strategy to work towards a comfortable retirement.

✅ The earlier you start planning, the more options you may have.

Start thinking about your future lifestyle today.

The next 20 to 30 years will see the largest intergenerational wealth transfer in history.The question is, is your famil...
08/04/2026

The next 20 to 30 years will see the largest intergenerational wealth transfer in history.

The question is, is your family prepared?

At OzPlan, we help families plan for the future by creating clear strategies around wealth, succession and legacy. With the right advice and structure in place, you can ensure your wealth supports the people and future that matter most.

Talk to us about how we can help you create your family legacy.

06/04/2026

Reminder: OzPlan will be closed today, Monday 6th April.

We will re-open tomorrow at 8:30am

02/04/2026

Reminder: OzPlan will be closed today, Friday 3rd April, and Monday 6th April for the Easter holiday.

Address

701 Whitehorse Road
Mitcham, VIC
3132

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61390786454

Website

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