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.