Personalised Financial Advice At Your Fingertips

iPlan Financial Services is a more than two decades old boutique financial planning firm in Samford, Queensland, that provides strategic and personalised financial planning and advice. Let us empower you to reach your goals and secure your financial future.

“It's not all about having everything now and nothing for the future. It's not about having everything down the track and scrimping and saving now. It's actually understanding really clearly the type of life you want to live and then simply putting in place a plan so that you achieve it.”

- Grant Loechel, Managing Director

Services

Whether you’re retiring, starting a business, buying a new home, or starting a family, we can ensure you are financially prepared. By improving your financial literacy, we can empower you to make your goals happen.

Meet the team

We will guide you throughout your financial journey, from developing a tailored financial plan to the implementation and ongoing review of the strategies in place. Nothing gives us greater satisfaction than seeing our clients achieve a higher level of financial security and giving them
peace of mind.

How we work

Whatever success looks like for you; we can help you achieve it. Our holistic approach to financial planning enables us to provide all the structural guidance you need to keep you on the right track.

Our partners

Our network of leading industry partners enable us to provide you with the best possible service.

Latest news

The financial effects of divorce after 50

With Australians marrying later in life and staying married for longer, the median age of divorce has risen over the last 20 years. It now stands at 46.7 years for males and 43.7 years for females. Couples who remain together into their 50s experience a lower divorce rate than younger...

⚠️ Scam Alert – June edition

Malware Office Suite “You get what you pay for,” and this week’s scam is no exception. Cybercriminals are distributing a “free” pirated version of Microsoft Office across torrenting websites. The catch is that it’s actually malware. If you download and install it, the malware can begin harvesting your personal data....

Scam Alert – Government Phishing

Cybercriminals like to manipulate people into acting on impulse because anyone can fall for this trick, even government officials. In this week’s scam, a Russian hacking group is targeting members of the Polish government with an enticing phishing email. The email contains a link that claims to provide information about...

Proactive superannuation planning: what you need to be aware of before June 30

As a small business owner, juggling multiple responsibilities is the norm. With June 30 fast approaching, understanding superannuation can save you a lot of headaches and potentially a lot of money. Let’s dive into the key aspects of superannuation you need to be aware of before the end of the...

Testimonials

Nobody says it better than our clients. Here's what our clients have to say about working with our team.

“We currently have our appointment online so have not had the opportunity to visit the office. COVID has certainly changed many situations and iPlan has been able to manage the situation perfectly. ”

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"I have always like the personal touch with iPlan and that the advisors are basically doing the same sort of approach with their personal plans as I am. So we are all in it together."

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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.