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I-Plan Financial Planning has been created to provide Accountants, Finance Brokers, Property Specialists and other Financial Services intermediaries the opportunity to offer their Clients a truly holistic advice service across all asset classes - including direct property investment.
I-Plan has a particular emphasis on supporting the needs of SMSF specialists and, together with its 'sister company' SMSF Loans*, is uniquely positioned to take advantage of the many tax-effective and leveraged strategies available to SMSF Trustees and their Advice Teams.
This is a service that is sorely lacking among many Dealer Groups due to the self-interest of large Life Insurance Companies and the Big Banks.
It is for this reason that I-Plan has chosen to partner with a Dealer Group that is non-aligned. That is ~ it is not owned, in full or in part, by any Bank or Insurance company nor is it influenced by them in any way.
For more information about our service proposition, fee structure or referral processes ~ simply CONTACT US for more detail or:
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For further information for Referral Partners ~ Please CLICK HERE
- For further information for Individuals or SMSF Trustees ~ Please CLICK HERE
I-Plan is committed to excellence in holistic financial advice free from any influence by Big Banks or Life Insurance Companies. We are equally committed to providing a service that is extremely price-competitive but above all great value for money.
To refer a Client, or make an enquiry on your own behalf, please CLICK the appropriate link to the right of this page.
* SMSF Loans and I-Plan Financial Planning are both wholly-owned subsidiaries of the I-Financial Group
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