Our values are lived out by the 15 actions in our Game Plan
1. Evolution – challenge the norm
2. Respond now
4. We care
5. Proactive – be aware of what’s ahead
6. We get it right, first time
7. Solution hunters – we find the ‘how’
8. We are finishers – execute and implement
9. Manage and exceed expectations
10. We are team players
11. It’s the little things that make the difference
12. Simplicity is genius
13. We listen first and second, and then ask more questions
14. Be the best we can be
15. Do the right thing
Property Planning Australia began in 2004 as the first company to provide mortgage broking and fee-for-service buyers advocacy under the one roof.
Mortgage brokers were now emerging as a growing force for consumers, though many were blissfully unaware of the services of a buyer’s agent.
David realised that for all the great things buyer’s agents did, they transacted only.
There was no long term planning or broad based review of people’s financial circumstances and goals.
People wanted a tailored plan that considered the now and what’s next, all in the context of a long term property pathway.
Property Education and the Property Professor
In 2007, Peter Koulizos, Australia’s most respected University and Tafe Property Lecturer partnered with David Johnston and the team.
Together they have run the only university endorsed property education course.
Peter continues to partner with David and the team because of the focus on fiercely independent property advice supported by mortgage and money management strategies based on what is right for you.
This journey built a sphere of expertise
Throughout the years, the Property Planning service and products have evolved. The Property Plan was created off the back of over a decade of expertise and knowledge. It is unique to Property Planning Australia, fiercely independent and free of vested interests.
At its essence, the Property Planning service is dedicated to educate and empower you to make life’s most expensive and emotional decisions.