iPlan Financial Services is a boutique financial planning firm in Samford, Queensland, dedicated to improving your health, well-being, and financial security through strategic financial advice.
With over 20 years of industry experience, you can have confidence in our team of reliable and approachable local professionals.
We understand each individual has their own unique goals, so we implement a personalised approach and take the time to get to know yours. Doing so puts us in the best position to help you realise these goals and empower you in achieving them as fast as realistically possible.
We love helping anyone who is concerned about their financial future including their retirement, and sees the value of professional financial planning. Nothing gives us greater satisfaction than seeing our clients achieve their goals and making them feel secure about their future.
Want to learn more about how we can help you? Get in touch with us today!
At iPlan Financial Services, we genuinely care about our clients, and we follow through with the things we say, which is why many in our customer base are lifelong clients and referrals.
The iPlan Philosophy guides us in all our dealings with our clients. These core values include:
We maintain absolute honesty to establish solid relationships with our clients built on mutual trust. This means we will be straightforward with you and realistic about your aspirations.
If we agree to do certain things, we do it. The same holds true for your role in the process.
We won’t just tell you what to do. We will openly share our insights and technical expertise to educate you, and we invite you to share your experience with others as well.
We hold each other accountable to provide what was agreed upon and achieve the desired results.
At the end of the day, you should feel more in control of your life than ever before.
The value you receive must always outweigh the cost – we will analyse this first before we take you on as a client.
Let us give you more confidence in your financial position and ease your stress and worries.
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.