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I-Plan Financial Planning has been created to ensure that our Clients, and the Clients of our Referral Partners, benefit from three key approaches to the provision of Financial Advice.
Our first key focus is to ensure that our Clients receive a truly holistic advice service across all asset classes - including direct property investment.
There are many Financial Planners who claim to give holistic advice ~ however if they are "not permitted" to give advice on direct property investment and/or Self Managed Superannuation or they do not have the requisite skills or knowledge to do so then it can hardly be considered to be holistic advice.
While any sensibly constructed Financial Plan must encompass a variety of Asset Classes in order to achieve diversification and risk minimisation ~ it is equally true that the majority of Australia's wealth is tied up in Real Estate. Any Financial Plan that fails to address direct property investment (especially where the Client indicates a preference for it) cannot by definition be holistic.
The secondary key consideration is that of Advice free from influence by the vested interests of large institutions or "product manufacturers".
In partnering with HNW Planning, I-Plan has ensured that it is part of a 'non-aligned' group. That is, there is no ownership, shareholding or influence by the Big Banks or Large Life Insurance companies.
The third key component is that of our "fee for service" model.
By charging you a fee for our professional services you can be sure that we are working in your best interests and not in order to derive a commission from the "highest bidder".
The receipt of commissions by Financial Advisers is an area that has been highly contentious for some time now - but we see the solution as straight forward.
We charge a very competitive fee for service and rebate any commissions we receive from any and all investments that we recommend and implement on your behalf.
The practical upshot is that we are not therefore influenced by commissions and in some cases the commission that we rebate back to our Clients is the same as, or more than, the cost of our services hence many Clients effectively receive our services for FREE.
I-Plan has a particular emphasis on supporting the needs of SMSF Trustees and Members and, together with SMSF Loans*, is uniquely positioned to take advantage of the many tax-effective and leveraged strategies available to SMSF Trustees and their Advice Teams.
Our Financial Planners have significant industry experience - including the ability to advise on Self Managed and other Superannuation. Our Head of Advice, as well as having done significant additional studies in Self Managed Superannuation, is also a qualified Accountant (CPA) and registered Tax Agent. CLICK HERE for more details.
We believe the additional skill sets and professionalism of our Planners and Para-planners allows them to provide a far more robust, holistic, and seamless Advice service to our Clients.
To make an enquiry please CLICK the Client Enquiry Button to the right of this page.
For more information about our service proposition or fee structures ~ simply CLICK the relevant Fact Sheet Button to the Right of this page or CONTACT US for more detail:
- For Advice relating to new or existing Self Managed Superannuation Funds - select the SMSF Planning Fact Sheet button.
- For any other Full or Limited advice - select the Financial Planning Fact Sheet button.
* SMSF Loans is a related entity
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