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Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

MDB Accountants works with Austplan Risk Managers.  Austplan have advisers and specialists with over 30 years experience in the industry. They have 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 an independently owned and operated company with its own Australian Financial Services licence. The range of products and advice to their clients include:

  • Personal insurance
  • Business insurance
  • Superannuation
  • Business Succession Planning
  • Financial Planning advice
  • General insurance
  • Finance
  • Estate planning

They operate a boutique business that allows them to customise their advice to the customer and not being aligned with any of the big banks they match the client to the best for them.

 

 

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