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

Differences Between an Accountant and a Financial Planner

When it comes to managing your finances, there are two professions that can help you understand your numbers, and ensure you have a plan to get to where you want to be. Accountants and financial planners can both play an important role in your financial success, but there are some...

Business Update – 3 August 2022

Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Business Council suggests rebranding to entice overseas workers To help weather the storm of high inflation, supply chain issues, and a skilled worker shortfall, Business Council of Australia released...

Setting and Achieving Financial Goals

Financial security, whether that’s for a business or an individual, requires planning. You need to know where you want to be, where you are now, and how to cross the gap between the two places. Having goals and a plan makes it more likely that you’ll achieve financial security–whatever that...

Business Update – 26 July 2022

Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Mortgage payment struggles lie ahead for homeowners RBA Deputy Governor Michelle Bullock estimates that 30 percent of homeowners will struggle to make mortgage payments as interest rates rise. Payment...

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.