miPlan 2-6 Rutland Street, Geelong, Victoria 3220

Welcome to miPlan, a leading institution in Geelong, Australia, specializing in accounting, finance, insurance agency, and financial planning. Located at Rutland Street, 2-6, miPlan is dedicated to tailoring advice for families, individuals, retirees, and small businesses.

At miPlan, we understand the importance of sharpening your focus and tracking your progress towards a better future. We believe in a combination of deliberate planned saving and smart investment decisions. Our expert team guides your investment decisions to be effective now and in the future, ensuring that you meet your spending goals as they occur.

We recognize that whether you have a family to feed or are retired, you need a stable income for essential lifestyle needs. By focusing on guaranteed income, we help our clients plan to have enough to live comfortably, regardless of any unexpected challenges life may bring.

Our role at miPlan is to deliver the lifestyle you desire today while providing certainty about the future. We help you understand the trade-offs you may need to make to retire comfortably. We firmly believe that you can have a high quality of life now and in retirement if you are clear on your goals and stick to a well-structured plan.

While the best time to start investing was 20 years ago, the second-best time is right now. At miPlan, we assist you in understanding whether you can afford to invest or if it would be more beneficial to focus on reducing debt.

We understand that estate planning, Centrelink, and aged care can be complicated and require patience and persistence. That's why we have created a niche in aged care advice, as we recognize this area as particularly challenging and under-resourced.

At miPlan, we have a strong focus on recognizing personal and business risks and helping you decide whether to reduce, remove, or outsource those risks. After all, what good is an investment portfolio if you have to sell it at a loss to pay for medical costs?

In addition, we offer solutions for clients interested in ethical investing (also known as ESG - environmental, social, governance-focused investing). We believe this trend will lead to better long-term returns as investors seek out companies that align with ethical values and can deliver on their beliefs.

By utilizing cutting-edge business processes and systems, miPlan operates efficiently and keeps costs down. This allows us to offer affordable financial advice to the average Australian.

We excel in providing as much certainty as possible in an uncertain world. Our focus on risk management, both in investing and protection, along with the use of guaranteed income streams, sets us apart.

At miPlan, we take a scenarios-based approach, resulting in natural conversations with our clients. This approach helps demystify our services and clarifies the long-term benefits our clients receive.

We are proud to have Andreas Palmer from Lion Earth Works discussing the hardships faced after sustaining a serious injury while on the job at his excavation business. This real-life example highlights the importance of protecting what you have and investing for the future.

Whatever stage of life you are in, miPlan's financial planning and insurance expertise will help you plan for a better future. Our services include wealth creation, financial security, retirement planning, investment and debt strategies, aged care and estate planning, and business and personal protection plans.

We also offer miEthical Investing, where we explain the concept of ethical investing, guide you in building an ethical portfolio, and provide insights on asset choices and returns, as well as charitable giving.

At miPlan, we prioritize affordability through technology. Our cutting-edge systems enable us to provide cost-effective financial advice without compromising on quality. We are transparent about how we charge for our services, ensuring that you receive value for money.

Our investment philosophy is centered around your needs, while our insurance philosophy emphasizes the importance of protection. We believe in providing comprehensive advice that covers all aspects of your financial well-being.

Join us at miPlan and let our team of experts help you navigate the complexities of financial planning, insurance, and investment. Together, we will plan for a better future and ensure your financial security.