What life event best describes your current situation?

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.

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.

We love to help friends and family

Most of our new clients find us through an introduction from an existing client

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