Edplan
Advisers of choice for the teaching
community since 1985
Edplan has specialised in personal financial advice for teachers since 1985 and are proudly known as the ‘education experts’ among the teaching community.
Trusted
We’ve helped more than 8,000 teachers to maximise their financial returns
Expert
We’ve been advising the teaching community since 1985 and are industry experts
Innovative
Customised financial advice designed for teaching professionals that evolves with your career
As you progress through your teaching career, there are a number of major milestones and changes required in your financial plan to ensure you maximise your after-tax income and your superannuation to ensure a comfortable retirement.
We are one of very limited number of experienced specialists advising teachers on defined benefits schemes such as SAAS and can guide you on the best way to maximise your plans for retirement. Ask our specialists about the best way to secure your financial future.
Advisers of choice for the teaching community since 1985
Edplan has specialised in personal financial advice for teachers since 1985. We’re proudly known as the ‘education experts’ among the teaching community due to our long-standing relationship with the profession.
Edplan’s Mission
To enable our clients to manifest their desired lifestyle by delivering the most innovative financial solutions and strategies for education professionals.
Let us help guide you on your financial journey
For more than 40 years, Edplan has helped advise more than 8,000 teachers to reach their financial goals. As an employee-owned advisory service, we are not beholden to any bank or other financial institution. Our advice is balanced, objective, specialised and personalised. We provide a client experience unmatched by other practices, creating confidence for teaching professionals in financing their lifestyle and retirement.
Online Seminars
We host regular online Financial Info Sessions for teachers during staff meetings, development days, and for Principals and Executive Staff at their respective conferences.
You’ll often find us as a regular contributor and sponsor at Principal and Executive conferences throughout Australia presenting financial updates that affect the teaching community.
If you’d like to book a session for your group, just click the button below and make an enquiry. We’ll be in touch within 48 hours to help plan your event.
Sessions are approximately 20 minutes long with an additional 10 mins for staff Q&A to ensure you can fit the initial information session into your busy daily schedule.
Advisory Services
We realise that teaching professionals have a unique work pattern and availability. We have developed a flexible model for advice that has been built around teachers regular schedules to ensure we’re always here when you need us.
With an easily accessible office in the Sydney CBD, and frequent advice seminars being conducted around Australia, our advisers are available to everyone.
If you’d like to schedule an obligation-free initial discovery meeting with one of our specialist education advisors, just click the button below to schedule an appointment online. We’ll be in touch within 48 hours to confirm your appointment and discuss the next steps.