iPlan Financial Services Australia

🔔 We're Back on Facebook & Instagram!

After years of working quietly behind the scenes, we're excited to reconnect and share more of behind the scenes and of what we do best — helping you plan for a confident financial future.

At iPlan, we’re a family-run financial planning firm based Brisbane, dedicated to building long-term relationships and guiding our clients through every life stage — from working life to retirement and beyond.

Here’s what you can expect:
💡 Smart, easy-to-understand financial tips
👨‍👩‍👧‍👦 Real stories from clients just like you
📅 Local events, community news, and important updates
📈 Insightful tools & tips to help you journey with peace of mind

Whether you're planning your next chapter or helping your family secure theirs — we’re here.

Millennials in Australia are facing an unprecedented challenge when it comes to planning for retirement. Many will never fully retire, as they will be unable to accumulate the necessary funds to support themselves for an extended period of time. With the cost of living steadily increasing, and many millennials grappling with large debts and limited financial resources, it is likely that more people will have to work well into their golden years.

Why you may never retire - iPlan Financial Services Australia Pty Ltd Millennials in Australia are facing an unprecedented challenge when it comes to planning for retirement. Many will never fully retire, as they will be

While Kim Kardashian attracts attention everywhere she goes, she recently caught the eye of the US Securities and Exchange Commission and was fined over $2 million for making one of her popular posts.

So, what was the offence? Wearing a dress Marilyn Monroe once owned or wearing too much eyeliner? No, her offence was encouraging followers to invest in cryptocurrency without disclosing she had been paid almost $400,000 for doing so...

Investing yourself vs using an adviser - iPlan Financial Services Australia Pty Ltd While Kim Kardashian attracts attention everywhere she goes, she recently caught the eye of the US Securities and Exchange Commission and was fined over

Digital advice is a hot topic at the moment, bringing with it the debate around human financial advisers potentially being replaced by ‘robo-advisers’

A client James, called into my office last week, explaining that his daughter was using an Artificial Intelligence (AI) platform, and he was considering doing the same.

The unmatched value of financial advisers in the AI age - iPlan Financial Services Australia Pty Ltd Digital advice is a hot topic at the moment, bringing with it the debate around human financial advisers potentially being replaced by ‘robo-advisers’ A