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

How to Ensure Your Savings Benefit Your Loved Ones

Most of us work hard to save for our retirement, and thanks to tax concessions and compulsory contributions, superannuation often forms a large part of retirement savings. But it's essential to understand who controls where your super goes if you pass away and how to ensure your loved ones receive...

6 steps to a sustainable Christmas

Just as the Grinch stole Christmas, excess spending can rob us all of yuletide happiness. Seasonal credit card splurges can create ballooning long term debt, while unnecessary consumption inevitably leads to a blow-out in rubbish bin waste. The Commonwealth Bank of Australia estimates $11 billion is spent on presents each...

Scam Alert – Watch Out for Election-Themed Scams

In this month's scam, cybercriminals are taking advantage of the upcoming elections to try and steal your personal information and money. The scams vary slightly and involve fake text messages, social media posts, phone calls and more. Cybercriminals use AI to make these phishing attempts even more convincing. These scams...

Home is where the heart is – please protect it

As a direct result of the widespread natural disasters Australia has experienced in recent years, insurance premiums for house and contents have, in many cases, risen dramatically. When faced with these higher costs, many home-owners might be tempted to under-insure their homes or, even worse, not insure at all. Your...

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.