All of OzPlan’s Authorised Representatives are experienced Financial Planners. Each Rep, however, also has a specialisation that they are particularly passionate about. Today we are going to find out what makes Darcy Morris tick …

Wealth Creation

The importance of SMSF succession planning

Preparing for loss of capacity or death is vital for SMSF members. It’s important to ensure your trust deed is watertight.

Retirement

Tips how to maximise Age Pension entitlements

Are you mid or pre-retirement and thinking about the Age Pension? Perhaps you think you aren’t eligible or wish you could get more. After some restructuring and with the help of a Financial Advisor, you could be getting more. Read on to find some strategies about how this may be possible

Wealth Creation

When was the last time you did a Super Health Check?

The ATO recommends doing a 6-step Super health check this tax time to make get on top of your superannuation

Financial Advice

Mortgage VS Super VS Interest rates

With interest rates rising, if you have some extra cash should you be making extra repayments on your mortgage or boosting your super?

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