What is Edplan?

Edplan has specialised in personal financial advice for teachers since 1985. We’re proudly known as the “experts” among the teaching community due to our long-standing relationship with the profession.

Our experience with teachers allows a deep understanding of our clients needs.

To enable our clients to manifest their desired lifestyle by the delivering the most innovative solutions and strategies, and to provide an exceptional Edplan experience.

  • To consistently be at the forefront of the financial services industry with our advice and business.
  • To be the most desired financial service provider for our chosen markets.
  • To be the employer of choice for quality and passionate people.

Edplan continues to be the premium brand and leading financial advice firm for the teaching community in New South Wales.

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We really appreciate all the kind words our clients say about us. Please share your experiences, we would love to hear from you.

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We Are Here To Serve You

Edplan has advised over 8,000 teachers. As an employee owned advisory service, and not beholden to any bank or other financial institution. We are not associated with State Super, the Teachers Credit Union or any government body. 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.

We realise that teaching professionals have a unique work pattern and availability. Our flexibility with consultations is your advantage! With an easily accessible office in the Sydney CBD, and frequent advice seminars being conducted around the state, our advisers are available to everyone.

Edplan offers services to all metropolitan and regional areas, with a permanent presence in the CBD.

We typically run talks during a Staff Meeting or on a Staff Development Day, also for Principals and Executive Staff at their respective conferences.

Edplan is a regular contributor and sponsor at most Principal and Executive conferences state-wide. Edplan often presents at these conferences, conducting informative talks on financial issues that affect the teaching community.