Step 1.

• Following the initial telephone contact by a Call Centre Consultant you will be further contacted by one of our Quality Assurance Officers. The Quality Assurance Officer will confirm the information we have obtained from you so far and set a definite time for you to meet an Iplan Investment Solutions Corporate Associate.

Step 2.

• At the meeting with our Corporate Associate he or she will introduce to you our company services and discuss with you your optimum goals and aspirations for a secure future. You will be asked a number of questions so we can ascertain and build a snapshot of your current status. Our Corporate Associate will travel to your home for this appointment to minimise any inconvenience to you.

Step 3.

• Based on the information you have given our Corporate Associate we will create for you your own individual Property Investment Analysis (PIA). This is a personalised strategy to realise your future goals and aspirations. Iplan Investment Solutions Pty Ltd will then invite you to our corporate offices where your Corporate Associate will introduce you to a Senior Consultant. The Senior Consultant will present to you in ‘easy to understand’ terms your own completely individualistic Property Investment Analysis (PIA).

Step 4.

• Iplan Investment Solutions Pty Ltd invest much time in preparing your Property Investment Analysis (PIA). The information, knowledge and foresight you gain from ‘your PIA’ will be the key to unlock for your future security for life as many past and current Iplan Investment Solutions Clients will verify.