Founded in 2008 by Martin Rass, iPlan Financial Services Australia Pty. Ltd. is a boutique financial planning firm dedicated to helping Australians achieve their financial and lifestyle goals. As a privately owned entity, it emphasizes its independence from banks and large financial institutions, allowing for impartial and client-focused advice. The company provides a comprehensive suite of services including retirement planning, superannuation strategies, wealth creation, personal insurance, aged care advice, and estate planning, operating under its own Australian Financial Services Licence (AFSL).

Founded in

Australia