Services

Do you feel you are on track to achieving financial freedom? At iPlan we define financial freedom as a situation where your assets produce an income so you don't have to!

We can help you work toward this goal through increased education and our comprehensive service offering, focussing not just on financial outcomes but the achievement of your personal and lifestyle priorities.

Whilst every situation is different, there are different stages in your financial life cycle that you more closely identify with at a given point in time. Below are some typical categories with a list of common characteristics you may identify with. No matter what stage you are at, iPlan can help you achieve your financial and lifestyle goals.

Wealth Starter
Wealth Builder
Wealth Maximiser
Wealth Spender

SERVICES

Me! Incorporated >>
Wealth Creation >>
Strategic Investment>>
Employment and Redundancy >>
Cashflow Management >>
Debt Restructuring >>
Income and Asset Protection Strategies >>
Superannuation Strategies >>
Estate Planning >>
Retirement Planning >>
Workplace Seminars >>
Lifestyle Funding >>
Saving for/Purchasing a new home >>
Business Advice >>

Sorry, do I look like a car crash dummy? - CAR yard caught out after trying to claim dents in car were "design features" when the buyer returned the vehicle.
We spend more on petrol than eating out - VICTORIAN drivers are pumping an average $1264 worth of petrol into their vehicles each year, far more than spent on entertainment.
Banks 'tricks customers into vicious debt cycle' - BANKS are ramming credit cards down the customers' throats to increase their home loans, an insider claims.
RBA minutes show no urgency to cut rates - THE Reserve Bank of Australia (RBA) appears to be in no hurry to cut the cash rate again, although it is clearly reserving that option.
$1m home a sign of mining boom - IF IT sells, it will be the first million-dollar home in Queensland's central highlands town of Capella.
House stripped and burned but no payout - HOUSE wrecked after demolition company allegedly turned up to the wrong address - and that was just the start of the trouble.
Millions of Aussies to get $1000, will you? - MOVES afoot to reunite millions of Australians with "forgotten money". Find out if you're one of the lucky ones.
Man sells house for $1 million using Twitter - A TECH-savvy Melbourne homeowner has sold his house for more than $100,000 above the reserve using Twitter to advertise it.
Court bungle hits de facto settlements - THREE years worth of property settlements and other orders handed down to de facto couples by the Family Court could be in doubt.
Tell 'em they're screamin' - THE auctioneers are talking the price up, but will one of the world's most famous modern art pieces make $75 million?