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Testimonial Don't wait too long I have known my financial advisors David and Bob from iPlan for about ten years, at the time I had a young family, my wife and I were working hard and trying to establish ourselves, we had just built a house and I was concerned about all the usual things, marriage, mortgage and work. I was introduced to my advisors by a friend and at first I was sceptical about what they could do for me and my family and I hesitated for a couple of years. These blokes kept in touch and eventually I sat down with them to see what they could do for me. My advisors were very thorough and went through all aspects of our lives and presented a structured long term financial plan that met all our expectations and then some. The plan is in place and we have regular reviews to ensure its on track. My children's education has been taken into account, we've planned an overseas trip and we've moved into a larger house. Now that I can see the plan working in the long term I have the confidence knowing that while I'm working hard so is my money. I'm a firm believer in "you get what you pay for" so I don't mind paying fees if I can see a return. While I don't have the time each week to be checking which is the right investment for me in the current climate, it is reassuring to know that iPlan does. I regularly get update or advice on how to maximise my funds. They even have a taxation service. I am happy to recommend iPlan to anyone, my only regret is I waited too long before I got started. Don't wait too long. M.L.
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iPlan gives the Michelsens new faith in financial planning! Paul and Clare Michelsen recall how disillusioned they were with financial planners. They had set up an investment strategy under the guidance of a financial planner, only to find three years later their plan was languishing with no real direction. Paul explains: "It dawned upon us that the fundamental problem was that we were only provided a partial solution. The planner made a few investments and then sent us on our way with no follow-up and ongoing support." At the recommendation of Paul's best man, the couple tentatively agreed to meet Grant Loechel from iPlan. Once bitten, Paul and Clare were twice shy in surrendering control of their financial futures to another planner. "Grant and the iPlan team were great," says Paul. "They were extremely patient with us and happy to explain things repeatedly until we were totally comfortable and convinced of their worth." Since embarking on the iPlan process Paul and Clare haven't looked back. The couple agree that what makes the iPlan process so powerful is that it is a total solution. Every facet from budgeting, debt reduction and superannuation to tax minimisation, insurance protection and of course, investment selection, is carefully packaged into a tailored solution. Clare says they feel extremely positive about this new venture. "We have got to know Grant and his team well, and we trust him to assist us with our financial planning. Grant always strives to give us choices and then clearly explains the implications of those choices, when working with us to map out the financial direction we want to go." Paul adds: "We both feel comfortable with Grant and feel we can contact him at any stage regarding any queries we may have. We enjoy our meetings and always feel positive when leaving." Whereas in the past, the Michelsens had to pay tax, last year they received a generous tax refund thanks to the iPlan investment process. "This is just one small example of the many benefits of the iPlan process," state the couple. "We would both highly recommend Grant and the iPlan team to anyone that would benefit from financial planning as he certainly set us on the trail to financial security, something we would never have done on our own." Paul and Clare Michelsen Detailed planning pays off handsomely for the Nagel family Mike Nagel was a little sceptical when he first heard about iPlan at a workshop put on for all teaching staff by the school he was working at. He says that he's always sceptical that people are simply out to sell you something. However, Mike confesses he left the workshop both impressed and very interested in what iPlan offered people. He was particularly reassured by the educational approach of iPlan's speakers. "I was really impressed by their delivery and the fact that it wasn't a hardline sales approach," he says. The speaker was more: 'This is what we do, we do it well and if you like it, that's great and we can help you. But if not, that's okay too.' " Mike went away and talked things over with his wife and eventually booked a one-on-one consultation. "The great thing was that our consultant John Horgan really wanted to know my future goals and work that into a comprehensive plan that would help me achieve what I wanted." "It wasn't a hard sell at all." "John's approach was outstanding. He's a man of integrity - it was obvious that he really wanted to help us achieve our goals, not simply sell us a product and move on." "So iPlan developed for us this incredibly thorough plan - it even included proper protections such as Wills and insurances to provide for our kids." "And they ensured that implementing the plan would have no impact on our current lifestyle." Mike says that under iPlan his assets have achieved incredible growth. It's even prospered despite changes in his family's life. "We wouldn't have been able to do many of the things we've done this year without having our iPlan in place," he confides. "We might have even been in dire financial straits without it." Mike says he remains incredibly impressed by the work, dedication and sincerity of iPlan staff and would recommend them to anyone. "In fact, I have already done so to several people!" he confesses. Mike Nagel |
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