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

Market crashes: The good, the bad and the ugly

Just as night follows day, it seems part of the regular cycle of the world’s share markets that downturns and falling prices follow good times and rising prices. The impact of the COVID-19 Global Pandemic was typical of such downturns, prompting a 35 per cent sell off in world share...

How to avoid property investment failure

There is an old saying that no investment is as safe as a bricks and mortar investment, but is that really the case or is it something that we just like to believe, spurred on by what appears to be the never-ending increase in property prices? While it’s easy to...

⚠️ Scam Alert – March edition

Invitation to a Malware Party Cybercriminals recently targeted European diplomats by impersonating representatives for the ambassador of India. They each received a fake invitation to an exclusive wine-tasting party. But, the invitation was actually a trick to install malware onto their devices. This type of scam could be used to...

5 common financial mistakes people make in their 40s

The 40s are, for many people, a critical decade for building wealth. Income is usually on the rise, but so are expenses such as mortgages and school fees. Juggling priorities can be a real challenge, and mistakes made in this stage of life can have a large bearing on 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. ”

,

"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."

,

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.