Established in 1989, Moneyplan Australia is a fee-for-service financial planning and wealth management firm based in Melbourne. It operates as a privately owned entity, emphasizing that it is not owned by any bank or financial institution, which allows for impartial advice. The company's mission is to help clients achieve their financial and lifestyle goals through strategic advice covering superannuation, retirement planning, investment management, and personal insurance. They pride themselves on long-term client relationships and a transparent, client-first approach to financial planning.

Founded in

Australia