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Tel. 07 3367 6555

Email. iplan.milton@iplan.net.au

Address.

Level 1, 4 Park Road

Milton QLD 4064

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Our Ongoing Client Partnership Program

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Tel. 07 3367 6555

Email. iplan.milton@iplan.net.au

Address.

Level 1, 4 Park Road

Milton QLD 4064

This service is designed to complement your initial comprehensive strategic plan with active ongoing reviews of your personal situation, goals, needs and objectives. Through this ongoing program, your adviser will be in contact with you to ensure all facets of your “Financial House” are reviewed regularly.

 

Your adviser will help you with the appropriate ongoing advice that is right for you given your life stage, the complexity of your personal investment structures, and adjustments to risk protection, superannuation and investments strategies as required to help you achieve your desired outcomes, goal and objectives.

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The process to achieve your "Financial House" to be in perfect working order takes time,  and keeping it there requires an ongoing commitment to ensure all facets of your Comprehensive Strategy continue to align with your goals and objectives.  

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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

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