miPlan Portal Access
Affordability Through Technology
miPlan uses cutting-edge business processes and systems that help us operate efficiently and keep costs down. As a result, we can offer affordable financial advice for the average Australian. miPlan uses the FinPal advice software to drive these business efficiencies. Because the system is at its heart a powerful CRM (custom developed from Microsoft dynamics), we always have a thorough overview of you, which you can view through the miPlan client portal.
