1300 38 66 34
iPlan
iPlan is a boutique financial planning firm know that it is hard to focus on your financial goals when there are so many competing pressures in every day life
iPlan
...is a boutique financial planning firm based in the heart of Milton, Brisbane. They are passionate about delivering security, control, choice and opportunity, and are committed to building and sustaining strong relationships with our clients. iPlan offer the comfort of knowing that you have a professional team working with you. They develop innovative and dynamic financial solutions to be tailored to your personal circumstances.
Their mandate is simple - If they cannot add significant value to you, then they understand they have no commercial basis for a relationship.
Fill out your own personal criteria and see how robust your financial health is - iPlan Financial Health Check
iPlan’s advisers and support team work very closely with our clients. They know how hard it is for you to focus on your financial goals, when there are so many competing pressures in every day life. They will provide you with the knowledge and expertise, to avoid any traps and keep you on track to achieving your financial goals.
Grant Loechel
Grant specialises in helping business owners manage their personal finances more strategically, as well as helping them add value to their team, through effective financial planning strategies and principles.
Grant (Senior Financial Adviser, MFP, DipFP, CFP, JP(Qual)), has been an active member of the Financial Planning Association of Australia since 1995. Also (amongst other activities) Grant participates in the Variety Bash Queensland raising much needed funds for young disadvantaged Queenslanders.