ARE YOU READY?
Life’s journey is full of changes, both planned and unplanned. Purchasing a home, raising a family, career changes, retirement and unexpected injury or illness are just a few of the major life events that have a significant financial impact.
miPlan’s mission is to help all our clients plan a better future. The information provided here is one way we’re delivering on that promise. We hope you find it valuable and look forward to discussing how else we might be of service.
The first step in identifying improvements you can make is understanding where you are today.
Find out with our free
Financial Health Report
Protect what you have
“The only certainties in life are death and taxes.” – Benjamin Franklin
Until such time as we discover a crystal ball that actually works, miPlan will continue to make risk management the foundation of all our advice.
Whether working or retired, you will have peace of mind, knowing your current lifestyle is protected against unexpected events such as market downturns and personal injury or illness.
Find out how much coverage you need.
Find out how much insurance you need (Click & choose a product below)
Welcome to MiPlan’s Lifestyle Analysis tool. In just a few minutes, this tool will help you determine the level of cover required for your unique needs.
Invest for the future
With the comfort that your current needs are secure, you can focus your energies on future scenarios such as purchasing another property, putting children through school, ticking the international adventure off your bucket list or retiring early.
While your desired future is unique, the process for putting a plan in place to get there is the same. At miPlan once we’ve jointly identified where you want to be, we use our expertise to develop and implement the plan to get you there.
Enjoy the journey
At miPlan we believe life is meant to be lived. While we take great care in managing your future, we do so with respect for your current situation. As a miPlan client you can focus on enjoying the journey, knowing that your financial plan takes both a short and long term view.
We are just like you.
We are business owners, parents and active in the community. We work hard to pay mortgages, school fees, taxes and living expenses. We like to take holidays. We wish we could take more. We are planning for the future but enjoying the present.
Like most Financial Advisers.
We are experts in life insurance, superannuation, wealth creation, retirement planning, etc
Unlike most Financial Advisers.
We’ve developed an advice process that is personalised, simple and efficient.
Click here to learn more about the FUTURE of financial advice.