Welcome to iPlan Financial Services Australia

Hello and welcome, the first meeting with your financial adviser is all about you it’s time to share what’s important to you financially. We can help you best when we know where you are now and importantly where you would like to be this time next year and at later stages in your life.

We know your time is precious and we want you to get the most out of the meeting so we’ve prepared just two quick and easy questionnaires.

The first is a Five Minute Financial Health Check to get an overview, the second is the About You Questionnaire it will help in 20 minutes or less to outline your current financial position.

Incidentally you should also read the Financial Services Guide because it contains important information about us and our business.