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
  • Experience

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.