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Professional Partners

Paul Friedrich

Principle Advisor

After a decade of financial planning in our large banks, principal advisor I decided that there was more to offer clients than the bank’s investments. I decided to leave ANZ Private bank and form Proplan.

Since then, we have focused on matching the best available strategy and product with our clients’ needs. Since beginning, Proplan has grown to four support staff and now oversee over 150 million in funds under advice.

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Satisfied Client Experiences

All of our clients benefit from our philosophy of matching clients needs to the best available investment or insurance solution.

Martine Fordstone

“Highly recommend Paul and the team to anyone looking for a reliable planner.”

Sarah & Bill Raythorne

“We’ve been with Proplan for years and have full confidence in our financial future.”

R Marsden

“Solid SMSF advice has helped me progressively build my wealth.”

Wealth Advisory & Management

Our experience and passion for what we do secures your financial future. We specialise in innovative strategies that build your wealth and provide the clarity you need to plan and secure your tomorrow.

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Proplan - Professional Life Planning

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