About Life Plan

Who are we?

“Life is what happens to you while you’re busy making other plans”, John Lennon

Sometimes things don’t go to plan. It doesn’t matter how solid your ideas are, how ‘upwardly mobile’ you are or how much cash you hide under your mattress, you’re bound to experience challenges every now and then. That’s what Life Plan’s all about; helping you lay the foundations for lifelong peace of mind and security when uncertainty strikes.

We’re a bright, qualified and no-nonsense team of Sydneysiders who come from just about all walks of life – married, single, divorced, Gen X, Gen Y, Baby Boomers, mum, dad and foot loose and fancy free. It’s important to us that we maintain diversity because we believe the best advice comes from someone who’s either in a similar situation to you or someone who’s been there and done that.

We also have people on our team who know everything there is to know about setting yourself up to retire in comfort and planning your estate.

So… in the immortal words of John Lennon, let us take care of all the planning so you can get on with the joy of living.

Download our Representative Profiles

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