They say: “David is the founder and Managing Director of Property Planning Australia. He is 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.
Property Planning Australia was established in 2004 – born out of David’s vision to educate and empower Australians to make successful property, mortgage strategy and money management decisions on the pathway to creating their ideal lifestyle.
David’s driving force has always been family, and he thinks that is common for most of us.
He has a passionate belief that independence from selling property and investment products focuses the advice squarely on you and your family.
Where it all started……
In 1999, after finishing university and a few years working at a major bank prior to his 24th birthday, David came to the realisation that consumers wanted choice and education when taking out a mortgage.
At the time few consumers were aware of mortgage brokers.
This didn’t hold him back from taking the leap of faith as an early entrant into the new industry.
Now more than half of all mortgages in Australia originate through mortgage brokers.
His reading of consumer sentiment was right.
His clients soon started asking questions about how to make better property decisions.
He quickly realised making superior property choices was an even greater priority for consumers!
This set him off on a journey of discovery to understand what constitutes long term successful property decisions.
empowers you to develop a plan with a long-term view, connecting your lifestyle and financial goals to your property decisions – from your next decision through to your last.
The four steps of Property Planning are:
- Property Plan
- Property and Mortgage Strategy
- Property Select
- Ongoing Support
The four pillars that support every step of your Property Planning pathway are:
- Property Education
- Mortgage Strategy
- Money Management
- Risk Management
Two decades has gone into creating our unique products and services!
We like to think differently and challenge the norm. It’s in our DNA.”