Services

Loan and finance options planned around your next decision

We combine lender choice, accreditation, ongoing training and professional advice for borrowers who want more than a single lender's product range.

Why an external finance advisor helps

We believe customers should have the opportunity to choose from appropriate bank and lender products. The advice is simple: do not limit a major liability to one website, one lender or one franchise operator when an accredited PLAN member can help compare options.

Meet our advisors

Common path

Our approach

One bank

A choice of around 20 different lenders and a wide range of loans from major lending institutions.

A website alone

Experienced accredited advisors, professional advice and custom solutions.

A short transaction

A relationship manager for questions, home loan reviews, investment ideas and borrowing capacity conversations.

Unclear process

All members undergo necessary accreditation and ongoing training while making available one of the best software packages.

Service areas with one clear advisory path

We work across five finance areas. The useful difference is how our advisors help: lender choice, accreditation, software, professional advice and ongoing access to a relationship manager.

Home Loans

For buyers who want lender choice and advisor support rather than a single bank conversation.

Commercial Loans

For commercial borrowing needs that benefit from professional advice and lender comparison.

Leasing

For leasing questions that need to sit inside the wider finance structure.

Refinance

For loan reviews, borrowing capacity questions and future investment ideas.

General Insurance

For insurance discussions that can sit alongside the wider finance conversation.

Planning matters

Professional advice backed by lender choice

Your mortgage is likely to be one of the biggest expenses you will ever have. We encourage borrowers to use an expert, a professional and an accredited PLAN member when making those decisions.

Wide range of loans from major lending institutions
Experienced accredited advisors
Professional advice
Custom solutions