About

Goodplan is a holistic financial planning and broking firm that is privately owned and managed. Our background is in providing specialist advice services no matter what stage of life you’re at.  

We take a structured approach to discover what’s most important to you, and work with you to achieve the meaningful milestones in your life. We take our obligation to always act in your best interests very seriously and take pride in our fiduciary responsibilities.

Some of our points of difference include;

  • We aren’t affiliated with other companies such as banks, super funds, insurers or lenders. This freedom of choice when advising on strategies and products delivers better outcomes for you

  • Financial planning and mortgage broking provided in-house, saving you time and effort in dealing with multiple professionals

  • Efficient processes mean lower fees and no hidden costs

  • Our team is highly qualified and experienced, and we have a network of strategic partners including accountants and solicitors that we can refer you to

About Zach

Zach has been in the financial services profession since 2012 and is a member of the Financial Planning Association of Australia and the Finance Brokers Association of Australia. He holds a Master of Financial Planning with an award for academic excellence, a Bachelor of Business Management majoring in Real Estate and Development, and a Cert IV in Finance and Mortgage Broking.

Zach also holds specialist accreditation in Self-Managed Superannuation Funds (SMSF) and Margin Lending, as well as a Diploma of Financial Planning. Zach provides a premium holistic service to a select number of clients, assisting them to navigate big financial decisions with confidence.

  • ★★★★★

    ”Zach has been my Financial Advisor for several years. I have found him to be both professional and astute, while still maintaining a relaxed and friendly relationship. He is eminently contactable when I require and his advice which is always valuable. As a retiree, I rely on sound financial management and I have come to have complete confidence in Zach and can highly recommend his services.”

    Mr R Burmester

  • ★★★★★

    Zach provides the definition of bespoke financial advice - comprehensive, considered and broadly encompassing recommendations with a specific focus on unique aspects of our background...We have no reservations in recommending friends, family and colleagues to seek out this genuine individual and see for yourself the way that they deliver what we have found to be the most superior financial advice in the market.

    Dr P & Mrs J Yuide

  • ★★★★★

    “Zach has been fantastic for me to deal with. He is professional and efficient in his response or action taken. As a military veteran & business owner, I can highly recommend his services.”

    Mr D Brown

  • ★★★★★

    “Zach has been our financial adviser for several years now and we cannot recommend him highly enough. Since starting our small business 3 years ago, Zach has always been proactive in reaching out to us and go above and beyond to ensure our changing needs are met. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences!”

    Mr L Dinh & Mrs N Truong