Thank you for visiting - we have an important announcement
Whether you are a valued client or a first-time visitor, you are in the right place!
On 1 May 2018, we will merge with Profile Financial Services - a boutique financial services organisation with very similar values, capabilities and ‘client first’ ethos to onePlan. Find out more about Profile at http://www.profileservices.com.au/
I am continuing as a Senior Adviser with Profile, and our existing staff will also remain, in our current locations at Mudgee and Dubbo.
With legislation, technology, compliance, products and services and investment markets always on the move, it requires more and more resources to stay up to date. There are definite advantages to merging with another practice that gives our clients access to a greater scale, more staff and specialised back-office administration and services.
I am very confident this move will help ensure we support you in achieving your financial goals well into the future.
Please don’t hesitate to contact me on (02) 6372 0716, or (02) 9683 6422 if you have any questions at all about the changes.
Louise Scifleet
Director and Senior Adviser
onePlan Financial Planning
Based in Mudgee and Dubbo, our aim is to develop and maintain a partnership with you:
We help you make smart decisions about your financial future. We achieve this through a tested and successful process – the creation of your own wealth plan.
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