We are on a mission to educate, inform and manage the financial affairs of people who are expert at what they do, but know that financial planning is not their strongest skill
We are a privately owned business. We are licenced with a non-aligned, client-centric Australian Financial Services Licensee – MyPlanner Professional Services Pty Ltd.
We have no alignment with any major institution, so we are under no pressure to sell you any particular product. We are not required to advise on any products, and if you prefer, we can simply provide you with strategic advice for you to implement yourself.