What life event best describes your current situation?
iPlan aims to:
- Provide you with more Confidence, Control, Choice and Opportunity in your life – it is our Mission
- Help you structure how you Earn your income in order to enhance it
- Help you Grow your income, and make every dollar count
- Guide you when you need to borrow funds and Leverage your position
- Help Protect your Financial Position in case of misfortune
- Provide an environment that allows you to Enjoy the money you have accumulated
- Help you Preserve your assets well into the future
The iPlan Philosophy
Honesty: We are totally honest with each other in all dealings. At times this
means we may have to be realistic with you in relation to your aspirations.
Execution: If we agree to do certain things, we do it. The same holds true for your role in the process.
Accountability: We need to hold each other accountable to provide what was agreed.
Sharing: We will be open and share our ideas and knowledge – we invite you to share your experience with others.
Control: At the end of the day, you should feel more in control of your life
than ever before.
Value: The value you receive must always outweigh the cost – we will
analyse this first before we take you on as a client.