social_facebook_box_blue

Tel. 07 3367 6555

Email. iplan.milton@iplan.net.au

Address.

Level 1, 4 Park Road

Milton QLD 4064

linkedInIcon

Our Client Relationship Philosophy

LOGO

Tel. 07 3367 6555

Email. iplan.milton@iplan.net.au

Address.

Level 1, 4 Park Road

Milton QLD 4064

In any successful relationship, it is important for the parties concerned to be united in their ideals and principles. If either party is at odds over philosophy, methodology, or the value return from the relationship then the relationship is likely to break down over time.

 

It is for this reason that before we take you on as a client, we will analyse your situation to ensure that we can add more value over time than the cost of our advice. We hope to play a significant role in assisting you navigate your financial pathway along the journey of life to help you achieve your lifestyle goals and financial objectives.

 

We want to ensure that you are comfortable in the belief that our philosophy is consistent and in line with your outlook, and that you have an upfront understanding of the costs for the services we provide.

cutoutFamily

iPlan Financial Services Australia Pty Ltd ACN: 106 591 833 as trustee for the iPlan Australia Trust ABN: 58 928 175 252 Corporate Authorised Number 291288 and Credit Representative Number 393718 of Futuro Financial Services Pty Ltd ABN: 30 085 870 015 AFSL/ACL 238478

 

Tel. 07 3062 7444

Email. enquiries@iplan.net.au

Address.

139 Coronation Drive (access via Little Cribb Street)

Milton QLD 4064

iPlan Logo with Tagline small (2)