We've won dozens of awards since we were founded in 2004. Most recently, in each of the last three years we were recognised for Outstanding Customer Service, Best Diversification and Best Mortgage Business from the Mortgage and Finance Association of Australia (MFAA) Excellence Awards. You are unique, and so is your Property Plan and Mortgage Strategy.
We empower you to develop a plan with a long-term view, connecting your lifestyle and financial goals to your property decisions - from your next decision through to your last. We do not sell Property. We do not act on behalf of property developers, project marketers, selling agents, buying agents, or financial planners.
We empower you to develop a plan with a long-term view, connecting your lifestyle and financial goals to your property decisions - from your next decision through to your last. We do not sell Property. We do not act on behalf of property developers, project marketers, selling agents, buying agents, or financial planners.
Services
Property Planning
Report
As a time-poor professional, you are looking for fiercely independent and sophisticated property, mortgage and money management service tailored to you. Do you feel like you should be planning for your biggest property and financial decisions?. Would you like a thorough analysis of all your existing property's so you can understand the quality, and the implications of holding or selling as part of future property decisions?.
Strategic Mortgage Broking
Report
The importance of your Mortgage Strategy is underestimated and misunderstood due to the focus on interest rates. The bad news, if you are set up incorrectly, is that you will already have incurred an opportunity cost that you can never get back. Loan products have evolved significantly since the deregulation of the banking industry in the 1980s.
Property Select
Report
We take the veil off how Buyer's Agents select and assess A-grade properties and teach you how to do it yourself. We help you understand and consider the many layers that go into making a great property decision. We will ask you the right questions covering your risk appetite, values, goals, lifestyle and financial aspirations.
Money Management
Report
How you spend, save and manage your money is fundamental to your future financial success. Having a money management system built into your Mortgage Strategy and Property Plan can allow you to manage money-related risks; for example, having a child, moving to a new area/location, career change, starting a business, extended travel, reduction in income, prolonged sickness or accident.
Property Education
Report
As one of the four pillars of all Property Planning services, it is a critical component of successful property decisions. The Property Plan and Strategic Mortgage Broking incorporates our Property Education principles. You are unique - that is why your Property Plan, Strategy and Selection must be personalised.
Reviews
Be the first to review Property Planning Australia.
Write a Review
