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

Testimonials

Contact

Let us help you with your Financial Plan + Wealth Creation.

Start building your Master Plan today.

Call 1300 061 818

Visit The Master Plan, servicing Sydney (based in Sydney's Inner West)

Suite 13, 136 Marrickville Road, Marrickville NSW

Start with The Master Plan today.

The information within is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to products mentioned before making any decisions. © Copyright 2018. The Master Plan Advisory Group Pty Ltd is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 AFSL 244252 The information contained on this website is for Australian residents only.

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