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As an iPlan client you will enjoy
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iPlan Financial Services Australia Pty Ltd (iPlan) is a Corporate Authorised Representative of iPlan Financial Services Pty Ltd ABN 70 122 979 140 (IFS). iPlan Financial Services Pty Ltd is the holder of an Australian Financial Services Licence No 311824, and conducts its business via an advisory network. Each adviser is authorised under IFS's licence to advise on and recommend financial products. At iPlan, our specialty is helping people to achieve their desired lifestyle. We do this by working with our clients to consolidate and repay debt to build home equity, free up available cashflow to then redirect it towards the steady accumulation of income producing assets. The iPlan solution incorporates three core components Debt Consolidation: We work with our clients to set, realistic, achievable budgets without unduly sacrificing their current lifestyle. We then provide our clients with ongoing monitoring and assistance to ensure they stick to their budgets and provide budgeting. Debt and tax management: For most people, the majority of their income is spent on 'bad debt' and tax - and only a small part on wealth creation and lifestyle. Our iPlan solution turns that around, enabling our clients to free up available cashflow for living and investment, and reducing tax and 'bad debt'. Our innovative debt and tax management strategies see many of our clients pay off their family homes in about a third of the time it would otherwise take. Strategic investment: Most often, our clients use the available equity in their homes to purchase an income producing investment portfolio. Proven investment strategies such as dollar cost averaging, compounding, diversification, volatility exploitation and portfolio rebalancing are employed to ensure maximum growth within acceptable risk parameters. Learn more about the iPlan solution End benefit to clients The outcome is simple - increased cashflow and reinvestment for a better lifestyle. Moreover, the iPlan team does the hard work for you, leaving you with more time to enjoy your financially secure life. Your next step If you are interested in exploring the possibility of employing our services, we'd encourage you to book a no-obligation Consultation. Alternatively, call us on the numbers provided in the Contact Us section of this website. |
Our
ultimate goal is to build a portfolio of income-producing assets
that will enable our clients to lead the lifestyle they want - irrespective
of whether or not they choose to work.