Privately Owned.

My Planner is not owned by a bank or financial institution - giving you many more freedoms and flexibility for you and your clients. Stand out from the crowd!

Business Stability

Don't let our new name fool you - We're a multi-generational business with many of our directors and staff individual having over 20 years in the financial industry. We're here to stay.

Dedicated & Experienced Team

Our team is dedicated to providing our Advisers and Accountants with unparalleled support and customer service by utilising their incredible skill sets and experience in the financial services industry.

Client Centric Tailored Solutions

MyPlanner offers tailored and flexible solutions to our Advisers, a characteristic becoming increasingly rare in an era of institutional consolidation. Rather than a one size fits all approach, our Advisers determine their client’s future based entirely on their needs and advice requirements.

Explore your options - Talk with us today or apply online now

Don't hesitate to contact us to see if we would be a good fit for you, your clients or your business. We're happy to answer any questions you may have.