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.

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The first step in identifying improvements you can make is understanding where you are today.

Find out with our free
Financial Health Report

a $770 Value

The first step in identifying improvements you can make is understanding where you are today.

Find out with our free
Financial Health Report

a $770 Value
Protect what you have

Protect what you have

We start by securing your existing lifestyle needs

“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.

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Insurance Calculator

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.

Your estimated amount of cover is
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Your estimated amount of cover is
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Your estimated amount of cover is
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This calculator is for general information purposes only and does not constitute personal advice. Please make yourself aware of our Terms and Conditions before using this calculator.
Assumed cash interest rate, %
Invest for the future

Invest for the future

You identify the destinations. We develop the plan to get you there

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.

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Enjoy the journey

Enjoy the journey

miPlan helps you organise tomorrow, so you can enjoy today.

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.

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Why miPlan?

Why miPlan?

We know you have choice. We'll exceed expectations.

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.