Our Process

One of our iPlan strategies is very much like a franchise in that all the research, planning and testing has already been done for you and the system is ready to be crafted to your individual needs.

At the heart of this thinking is a process to liberate your investment capacity. For many people, a large part of their income is spent on 'bad debt' - and only a small part on wealth creation and lifestyle. This iPlan strategy turns that around, freeing up your cashflow for living and investment, and reducing tax and debt.

How the process works

iPlan has developed a solution to incorporate our proven investment and financial management growth strategies - then take them a step further by unlocking your existing equity and restructuring your borrowings and cashflow to wipe out 'bad debt' faster. This solution is a unique financial vehicle that enables the income generated from your investments to pay off your home loan and other 'bad debt' faster while still ensuring your investments work towards your long-term financial security.The investment component is made up of stringently selected assets usually via managed funds. This investment is accelerated through the use of gearing, which gives us an even bigger investment potential. This innovative system employs all the scientific approaches to risk minimisation, including Dollar Cost Averaging. Wise taxation strategies generate additional cashflow which is also used to reduce the 'bad debt'. When the 'bad debt' is cleared, surplus cashflow can be used to accelerate wealth creation. There is help at every stage, from budgeting and profit and loss analysis, to income protection and compliance matters. The performance of your investment is monitored as well as your own financial discipline to ensure that you stay on track.

Important Information: This process is not for everybody. Information on the solution detailed above, and on this website, is general information only and does not take into consideration the reader's personal circumstances. To avoid making a decision not appropriate to you, the content should not be relied upon or act as a substitute for receiving financial advice suitable to your circumstances. Any likeness to the readers actual circumstances is entirely coincidental