Property Plan

Property Plan 2018-03-21T14:59:40+00:00

If you fail to plan, you plan to fail

Property is the most expensive asset most will ever own. It is also the only asset class that we live in.

Despite this, Australians do not develop a Property Plan for the successful accumulation of our greatest source of wealth.

Planning is about bringing the future into the present so you can do something about it now

Setting lifestyle and financial goals against a realistic time-frame, taking into account current and future circumstances, provides you with a long term road map.

Research conclusively states that a documented plan supported by clear goals significantly increases the likelihood of achieving your ideal outcome.

It is critical to be aware of typical property mistakes

Learn from our expertise so that you can avoid the critical mistakes commonly made.

Don’t passively wait for things to ‘work out’.

Only take property advice from those charging a fee for their products and service.

Do not take advice from anyone doing the following –

  • receiving income from selling property
  • preaching a one-sized fit all strategy
  • ‘trusted advisers’ who secretly receive kickbacks. This usually happens when an adviser suggests that you purchase new or off the plan property.

You are unique, we put you in the driver’s seat so you can take control of your future.

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The Property Plan

Provides you with a road map and clear direction for each stage of your property pathway.

It forms the foundation for all your future decisions.

The Property Plan is supported by these four pillars:

  • Property Education
  • Mortgage Strategy
  • Money Management
  • Risk Management

The Property Plan will consider your:

  • Investment and lifestyle goals
  • Current financial situation
  • Existing property analysis
  • Stage of life
  • Risk profile
  • Personal values
  • Time-frame
  • Asset selection
  • Next and future property decisions
  • And a whole lot more…

There is nothing else like it! How do we know this, because we created it from scratch.

The 5 Steps to your unique Property Plan

How do I plan for the future
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You are unique, and so is your Property Plan

We ask you a set of strategic questions.

These questions were devised over almost two decades of discovering what is important to both home buyers and investors.

We understand you are unique – ‘off the shelf’ property solutions are not worth your time or investment.

We will step you through a strategic sequence of property decisions to achieve your goals

Each property decision you make is a significant investment.

It will have implications on all future property decisions.

This is why each property selection should never be considered in isolation.

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“The whole process from my first contact, to receiving the completed plans this week has been fantastic and I feel much more confident in my decisions now. You have both helped me increase my knowledge and view of property investment to levels I never would have thought possible six months ago! So again thank you!”
Andrew, Hawthorn
“I have been really happy with all the services provided by Property Planning and everyone that I have been in contact with have been of great help. If I come across anyone that could use your service I will definitely recommend Property Planning to them.”
Michelle, Thornbury
Thank you for our comprehensive Property Plan and your time today and throughout this process. It’s been invaluable having a holistic view of our current situation and a much better understanding of our options and potential scenarios moving forward. We are learning a lot from working with you and will be able to make better informed decisions in the future.
Camila and Lachlan, Randwick
Our property plan has been invaluable – it has helped us clearly understand our property goals and provide a road map to get there. We now feel that we have the right strategic financing in place and we have a much better understanding of where we are going. David is a true professional who takes the time to truly understand every aspect of your personal situation and provides excellent advice in a concise manner. We would have no hesitation recommending this service to our friends or family!
Mark and Renee, Mitcham

Lifestyle goals and long-term thinking is vital

Confusion is common when determining whether your next purchase should be for lifestyle or investment.

A Property Plan educates you to understand the implications of one pathway and prioritise what is important.

Empowering you to make educated decisions, in the right sequence, to avoid the critical mistakes.

Do you plan to purchase a future home?

Most Australian’s prioritise the home at some stage in life.

This makes sense given it is where we spend our time and raise children.

Often this is the most expensive asset so it can impact earlier or later property decisions.

Failing to plan properly for your long term home can be one of the most expensive mistakes you can make. 

Capitalise on what you have worked hard to create

We seek advice from a specialist for important decisions in life such as health and tax.

It makes sense to seek specialist independent advice for accumulating your largest financial asset.

Ensure that you optimise your property and lifestyle success.

Success is achieved when purchasing within the context of a Property Plan

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Low-risk property investment is a get rich slow scheme

You are not watching prices fluctuate daily, nor can you sell part of a property, as you do with shares.

Most people’s investment life cycle is upwards of thirty years.

As Warren Buffet said, wealth creation is a transfer of wealth from the impatient to the patient.

Successful property investment is a long game.

Do you have a Property Plan in your minds eye?

Mistakes are made because:

  • we do not get educated
  • we do not seek independent property advice
  • we over estimate our knowledge
  • we under estimate all the considerations
  • we focus on the short term
  • we do not consider the long term

Set yourself up for life by avoiding mistakes.

Your future pathway lacks clarity without a Property Plan

Remember that each property decision is huge in the context of your life’s financial decisions, and critical to your financial success.

A Property Plan sets you up for successful accumulation of your most valuable asset.

Is that worth investing in?

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pkoulizos“I have worked closely with David Johnston and the expert team at Property Planning Australia for a decade. Their desire to place consumers’ needs first and provide holistic advice sets them apart. I highly recommend working with them to develop your Mortgage Strategy and tailored Property Plan. You will be pleased with the outcome.”

Peter ‘The Property Professor’ Koulizos
Australia’s leading property university and Tafe lecturer