A secure future built on strong foundations starts with The Master Plan
We help people make smart financial decisions.
The Master Plan is a financial planning practice servicing Sydney generally, with an office based in Sydney's Inner West. We offer solutions to clients in the areas of superannuation, investments, wealth creation, personal insurance, self managed super funds, estate planning and cash flow management.
We understand that every client has their own aspirations and our goal is to ensure that your financial plan is valuable to you and valued by you. Our flat dollar fees are directly linked to the value we deliver and only relate to the services you need.
Contact us today to start your master plan.
Services
We are committed to understanding your needs, objectives and goals.
Our specialist services are:
Superannuation + Investments
Wealth creation strategies
Personal Insurance
Protect you, your family, your business and your wealth
Estate Planning
It’s not just a Will
Cash Flow Management
Budgeting and saving
Pre + Post Retirement Planning
Organise and enjoy retirement
Contact
Let us help you with your Financial Plan + Wealth Creation.
Start building your Master Plan today.
Call 0402 567 295
Visit The Master Plan, servicing Sydney (based in Sydney's Inner West)
Suite 11, 136 Marrickville Road, Marrickville NSW