A boutique financial planning firm based in the heart of Samford

We are passionate about delivering confidence, control, choice and opportunity, and are committed to building and sustaining strong relationships with our clients
iPlan Financial Services’ advisers and support team work very closely with our clients because we know how hard it is to focus on your financial goals when there are so many competing pressures in everyday life. We are able to provide you with the knowledge and expertise to avoid the traps and keep you on track to achieving your financial goals.
Grant Loechel  – MFP, DipFP, CFP, Cert IV F&MB, JP(Qual)

Grant Loechel is a fully qualified Senior Financial Planner, the Managing Director of iPlan Financial Services Australia and a Justice of the Peace. Grant commenced his career in Financial Planning in 1994, became a CFP (Certified Financial Planner) in 1998 and then went on to complete his Master’s in Financial Planning in 2004. In his spare time Grant enjoys playing squash, trail bike riding with his sons and in the past has been involved in the Variety Bash Queensland raising funds for young, disadvantaged Queenslanders.

Lea Loechel – DipB, DipBMan, DipHR

Lea’s role at iPlan has recently changed as she is now officially semi-retired. Lea still plays an active role in iPlan, coordinating projects behind the scenes as our Project Officer. Her outside interests are Gardening, and woodwork, and is an active member of the Queensland Choir and perform concerts numerous times every year.

Katherine Martin –

Katherine Martin has been in the Financial Services Industry since 2011, originally working within the mortgage broking sector. At iPlan, Katherine is responsible for Client Service Management and is Grants Advice Assistant. In Katherine’s spare time, she enjoys spending time with her young daughter and exploring new places.

Kaydon Loechel – BME

Kaydon has re-joined the team in April 2021 as iPlans’ Business Manager, monitoring IT, marketing and business processes. Kaydon has a passion for sustainability and enjoys playing Touch Football in his spare time.

Cia Durrant –

Cia Durrant is the welcoming friendly face for iPlan and handles client liaison as our Administration Officer and Receptionist. Cia enjoys Yoga and spending time with family and friends.

Bob Blurton –

Bob is a member of the Business Management team where he provides strategic guidance and advice. Having spent 35 years in the Financial Services Industry and significant time in leadership roles, Bob Blurton’s experience and knowledge is a great asset to iPlan.

Take our quick Financial Health Check now!

Take our obligation free Financial Health Check to determine whether you may benefit from financial advice, you first need to understand what a financial adviser actually does and then establish whether your specific circumstances can be improved.