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

Thinking beyond retirement: Should you buy a business?

If you’re close to reaching your preservation age you will soon have access to your superannuation. An increasing number of people at this stage are taking control of their finances and buying themselves a new later-life career in the form of an established business. Perhaps you’ve been retrenched and finding...

Scam Alert – Hello… Is It Scams You’re Looking For?

In this week’s scam, you receive a text message from an unknown phone number that reads “Hello.” The message seems harmless, and you might think it’s a genuine text meant for someone else. Because the message appears friendly, you may be tempted to respond. However, this message is actually a...

The real cost of pet ownership

Australians love pets! It’s a fact, supported by the stats. According to the Royal Automobile Club (RAC) of WA Pet Census 2024, 69 percent of Australian households include at least one pet. That equates to 29 million pets across the country, our favourites being: dogs (6.4 million) and cats (5.3...

Boost your super before 30 June

The end of the financial year is rapidly approaching and, along with it, the opportunity to claim a tax deduction on additional superannuation contributions. Why contribute more to super? Superannuation does impose restrictions on access to your money. It is, after all, intended to provide for your retirement. So why...

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.