Methodology

Our approach to wealth creation differs from traditional financial planners in one critical way.

We believe that the only way to achieve financial security is to start running your finances like a business.

We call this approach Me! Incorporated.

To illustrate our point, let's imagine you owned two businesses each with an identical product to sell. The only difference was how those businesses were run.

The first business had a business plan. The second didn't. 

The first business had strict operational and finance procedures. The second didn't.

And the first business employed a team of experts to analyse, manage and report on every facet of the business. The second ran blind.

Although we don't know these businesses, we can guarantee you one thing. With enough time, only one of these businesses will still be in business.

We're sure we don't have to tell you which one!

Applying entrepreneurship to your finances

Obviously, the difference between these two businesses is systems. The second business has none. The first embraces the time proven business fundamentals used by entrepreneurs to minimise risk and maximise upside return.

The second business fails. The first one succeeds.

It reasons then, that all aspiring personal investors should study business fundamentals as there is simply no better case study of wealth creation in action - a business's sole purpose is to make money!

This belief resonates through everything we do, from our initial research and planning, to the innovative investment vehicles that we ultimately help our clients to implement.

For example:

• iPlan clients are provided with detailed budgets and cashflow forecasts that enable them to manage their investments with 'business-like' precision.

• iPlan advisers conduct periodical meetings with clients to discuss the performance of their portfolio (Me! Incorporated) and make necessary adjustments, accordingly.

• And iPlan clients receive guidance and support from a team of management experts on a wide range of topics ranging from debt consolidation and tax, to superannuation, insurance and succession planning.

By managing their personal finances with the same precision as a successful business, many of our clients have gone from having no real hope to their financial futures, to paying off their homes in just a few years and being well on their way to securing financially prosperous futures.

We believe our Me! Incorporated methodology can do the same for you.

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