Austplan has advisers and specialists with many years experience in the industry.
Austplan enjoys an excellent reputation in providing quality financial services and products designed to accommodate the requirements of a wide variety of clients.
In its many shapes and forms, Austplan has been consulting to professional practitioners, partnerships, small to medium businesses and individuals for many years.
Austplan Pty Ltd is a privately owned and operated company with its own Australian Financial Services licence. The range of products and advice to our clients includes:
- Personal insurance
- Business insurance
- SMSF Self Managed Super Funds
- Business Succession Planning
- Financial Planning advice
- General insurance
- Estate planning
We operate a boutique business that allows us customise our advice to the customer and not being aligned with any of the big banks we match the client to the best for them.
We offer a no obligation/no cost review for our new customers.
Our claims process is unique as we do all the hard work for our clients, basically if the unthinkable happens our clients contact our office and we will start the process from there, we will contact the insurance company on the clients behalf and organise either a tele claim or a manual claim.
We also advise our clients to contact our office if the claim is being held up for any reason.