financial planning | personal insurance | superannuation

giving you financial security

Plan your future is an insurance and financial planning firm that provides advice to people at all stages of life.

Our advice involves finding the right strategy, then implementing a plan to get you to your goals.

why financial planning and insurance advice is important?

• Gives you security and peace of mind
• Helps you to make better financial decisions
• Protects your current and future wealth
• Helps you to reach your goals sooner

we give financial advice in the following areas:

• Financial planning
• Personal Insurance – Life, Trauma, Disability (TPD) and Income Protection insurance
• Group Insurance (plans for employers and their staff)
• Preparing budgets and budget mentoring
• Personal superannuation advice
• Self-Managed Superfunds (SMSF)
• Corporate superannuation
• Retirement planning
• Investment advice
• Gearing strategies
• Social Security advice
• Wealth creation
• Estate planning

we will help you by:

• Providing tailored financial planning advice that you can understand
• Offering ongoing personalised service, not just a one off transaction
• Displaying expertise and commitment to help you achieve financial and lifestyle goals
• Giving you education from a licensed financial planner
• Discussing various packages to business and their employees

Based in the north Brisbane suburb of North Lakes, we service clients from Strathpine, Petrie, Kallangur, Mango Hill, North Lakes, Deception Bay, Burpengary, Narangba, all the way to Sydney, Melbourne and beyond. We come to you or you can meet us at our office.

Call us and we can arrange for a financial planner to meet with you.