David started Property Planning Australia in 2004. He is a regular media commentator and the author of ‘How to Succeed with Property to Create your Ideal Lifestyle‘ and ‘Property for Life – Using Property to Plan Your Financial Future’ published by Wiley. He is also a co-host of the mini-series ‘The Property Planner, Buyer and Professor’ which is currently on the Mentor List Podcast.
David’s company educates and empowers professionals to create their own personalised Property Plan, select property like an a-grade buyers agent, property education, mortgage strategy, mortgage broking, money management and risk management. He passionately believes in fiercely independent advice and the company provides what he calls ‘pure planning’ and this is reflected in the fact they are the only property advisory firm to earn no fees from buying or selling property, or selling any investment, insurance or super products.
Do you want to know more about:
- Developing your own Property Plan
- Selecting A-grade properties yourself
- Strategic Mortgage Broking
- Money Management
Cate Bakos – Buyers Agent
Cate lives and breathes Victorian property and commenced her career in real estate after establishing her own portfolio over two decades ago.
Specialising in investment property selection and assisting home buyers with a pragmatic edge to what is otherwise a very emotive task, Cate’s passion and rigour has aided over one thousand property buyers to date.
Her regular blogs, media contributions and her book “Successful Property Investment” are a testament to the fact that Cate’s commitment to her industry is unstoppable
Winning 2018’s #1 National Buyer’s Agent of the Year Award marked a high watermark for Cate. She is also a co-host of the mini-series ‘The Property Planner, Buyer and Professor’ which is currently on the Mentor List Podcast.
Pete Wargent – Property Expert
In his professional career, Pete qualified as a Chartered Accountant in London, and was previously a Director at the ‘Big 4’ accounting firm Deloitte.
Pete walks the talk when it comes to investing, and he gratefully parked his career in accountancy, having achieved financial independence at the age of 33, as detailed in his best-selling first book, Get a Financial Grip: a simple plan for financial freedom.
Pete is uniquely positioned to comment on housing markets as the co-founder of an active property buyer’s agency with offices in Sydney, Brisbane, and London, combined with his unparalleled ability to deliver powerful, data-driven market analysis.