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

Business Update – 21 September 2022

Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Unprecedented rental demand could affect interest rates As the RBA raises the cash rate to ease inflation, the astounding rise in rent prices will begin to factor into the...

Financial Planning to Ensure Financial Independence for Women

Financial independence is an important goal for many people. It means you have the ability to support yourself financially, without relying on others for assistance. It also means you control your finances because you make your own financial decisions, rather than someone else making them for you. Regardless of who...

Business Update – 13 September 2022

Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. All big four banks now aligned with Reserve Bank’s rate rise After last week’s decision by the Reserve Bank to raise the official cash rate to 2.35 per cent,...

How to finance your child’s education

As a parent, you may worry about how to ensure your child can receive a post-secondary education. Costs are constantly rising, and you may face high tuition fees as well as cost of living expenses if your child has to live away from home. Here are some steps you can...

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.