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

Scam Alert – From Tickets to Email Trickery

If you recently bought a ticket to a local event, you may have used Eventbrite’s website or smartphone app. Eventbrite is an online platform that allows you to create, promote, and attend events. But cybercriminals are abusing this platform to steal your personal information and money. In this week’s scam,...

The overwhelming cost of Christmas

When we get to the end of another year, we often feel the stress and events of the last 12 months weigh on us. As we head into the holiday season, the overwhelming pressure and stress of spending can take a toll. You don't need to keep up with the...

A different way to help the grandkids

Many grandparents want to give their grandchildren a head start in life, and a common way to do so is to help by paying some (or all) of their school fees. This can, of course, simply be done by making a contribution at the time the fees are payable. However,...

Scam Alert – The Shopping List Swindle

Walmart’s Lists feature allows you to create an online shopping list and share it with others. In this month's scam, cybercriminals are using Lists and malicious Google ads to steal your personal information and money. This scam begins when you search for Walmart’s customer service page on Google. You’ll see...

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.