Oneplan Life has established itself as a boutique life insurance practice. Specialising in all areas of both personal and business risk insurance as well as personal, corporate and employee superannuation.
We have a network of trusted professional partners who are able to look after other financial needs that our clients may require.
We believe that our simple approach is the key to helping our clients achieve their needs. Oneplan Life brings the professional knowledge and experience necessary to help our clients reach and protect their financial goals.
Oneplan Life works closely with our referral partners to help clients obtain comprehensive, professional financial and risk management advice.
Our knowledge and years of experience have demonstrated that a team approach best serves our clients to build and protect their financial future.
Oneplan Life is committed to making our financial experience work for you.
Our qualified advisor, Phil George, is an Authorised Representatives of Alliance Wealth. Phil has undergone extensive training and maintains his knowledge via continuing professional education.
Financial products recommended as appropriate for your individual circumstances have been researched by Securitor Financial Group Ltd which has approved products from:
18 Different Insurers
10 Investment Platforms
Over 40 Different Fund Managers
Over 240 Different Financial Products
In an age when many financial institutions rely on technology for delivering service, Oneplan Life continues a personal, caring approach in obtaining a clear understanding of our client's individual circumstances and needs.
Phil began his career in the financial services industry in 1992 working as a life insurance advisor with National Mutual, in which he gained expansive knowledge around many aspects of life insurance and superannuation, both on a personal and corporate level with his main passion being in the personal risk insurance.
Phil takes pride in assisting clients to gain valuable cover to protect thier financial futures but more importantly to be there from them at claim time when help is needed the most to ensure the best possible outcome for his clients.
Now operating his own business, Oneplan Life in the Newcastle region. Phil's goal is to provide sound ethical advice to his clients in a professional yet relaxed and down to earth manner.
Phil has completed the Diploma of Financial Services (Financial Planning) as well as many other relevant education programs, both within industry bodies and individual product suppliers and is plannnig to continue his studies to gain his Advanced Diploma of Financial Services (Financial Planning).
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