iPlan Financial Services
6a Trentham Place
Samford Village 4520
Fr: 8:30am-3:00pm
Sa-Su: Closed
Looking For Financial Advice That Actually Fits Your Life?
At iPlan Financial Services, we provide tailored financial advice backed by long-standing relationships and a genuine commitment to our clients’ goals. As a family-led team, we’re known for the care and clarity we bring to every financial journey—from retirement planning to wealth creation and everything in between. For over 24 years, clients have trusted us to help them feel confident, supported, and in control of their future.
"We have been with Iplan for over 20 years and it was the best decision we have ever made. Our financial future is secure thanks to Grant and his team. Grant makes you feel part of the family." - Vicki
Our Services Include:
- Retirement Planning
- Wealth Creation & Investment Advice
- Debt Reduction Strategies
- Business Start-Up Guidance
- Inheritance & Asset Management
- First Home Buyer Support
- Family & Life Event Planning
- Financial Education & Goal Setting
"We have been Grant's clients for over 20 years and IPlan has always been extremely helpful with any of our financial questions. They have provided us with excellent advice over the years and we cannot recommend them highly enough." - Kathryn
Financial planning is more than growing wealth—it’s about empowering you to make informed decisions and stay in control.
Let’s Create A Plan That Works For You, With iPlan Financial Services
