Property Planning Australia is an independently owned and operated financial services company with a focus on independent property advice and genuine fee for service investment advice. We are a group of professional and experienced advisors who have a vision to change the investment advice landscape and provide transparent information so you can make informed decisions. Our team consists of fully qualified financial advisors, accountants, accredited home loan advisors and property professionals who are all working for you. Many people ask us 'what should I do?' The reality is we cannot answer that question until we investigate your individual financial and personal circumstances and the goals you are trying to achieve. We understand the advice that is right for someone else maybe completely different than the advice that is right for you. Therefore we design investment strategies suited to your individual requirements at the particular age and stage of your life.
Education - University endorsed education courses
Property Planning Australia is the ONLY University endorsed property educator in the country. Our courses are designed to benefit those people seeking to learn how to make money from property.
Our courses feature:
- Experienced and professional lecturers, led by the Property Professor, Peter Koulizos.
- Lecturers who are active investors.
- Small class sizes for maximum interaction.
- Access to our unique assessment tools
- Access to the very best property market research tools.
Our next courses in 2010 will be run on the following dates.
Brisbane - 20th/21st February
Sydney - 20th/21st March
Melbourne - 27th/28th March.
To book in for one of these courses click here.
To learn more about the courses call us on 1300 722 885.
Services - The Property Plan
Property Planning Australia's unique Property Plan analyses how property fits into your overall investment portfolio and helps identify the steps you need to take to achieve your investment goals.
The plan will consider your:
• Investment goals
• Financial position
• Personal position
• Risk profile
• Investment time frame
It may also include some or all of the following: Shares, Managed funds, Superannuation and Business assets.
A holistic approach is used to shape your Property Plan. Advisors work closely with you to fully understand your specific goals and personal circumstances. An individualised Property Plan is then customised to meet your particular needs and lifestyle aspirations. Once developed you can use a number of service offerings to turn your Property Plan into a reality. To book your complimentary Property Plan click here
To better understand the level of service we offer, One of our clients has this to say about us:
"I have been dealing with the staff in property planning for a number of years. In fact, this is my third mortgage with them and I am truly satisfied with the professional service, the incredible amount of knowledge and the overall willingness to go the extra mile to facilitate my loan applications. The second and third mortgages were not straightforward and required a lot of communication between different parties and secured the best deal possible for which I am greatly satisfied. Property Planning came through in a very challenging situation to which I am deeply thankful. I would have absolutely no doubt in recommending the team at property planning to anyone in any situation. I have in the past recommended to friends, family and professional acquaintances who has also enjoyed loan application success."
Stephen Howard, Bronte, 2024, NSW
Visit our website at www.propertyplanning.com.au or call us on 1300 722 885
The above information is supplied by Property Planning Australia
Disclaimer: while due care is taken, the viewpoints expressed by sponsors do not necessarily reflect the opinions of Your Investment Property.
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