Are you looking for the most effective, tailored finance solution available?

With a specialised Plan Assist Broker you have access to experience; a professional who will take the time to understand your financial needs and unique situation, to guide you through the myriad of information and translate them into a workable solution.

Whatever your finance needs, whether you’re an investor or first home buyer your Plan Assist Broker will find you the most cost effective options so that you can make an informed decision with choices that best reflect your investment objectives and your lifestyle.

All Plan Assist Mortgage Brokers are fully qualified mortgage professionals who ‘live and breathe’ home loans and are full members of the Mortgage and Finance Association of Australia (MFAA).

Are you looking for some professional advice on the performance of all components of your finances?

A Financial Health Check Consultation with your Plan Assist Broker will put your finances under the microscope and assess the performance of your Home Loans, Investment Property Loans, Commercial, Business and Development Loans. Not only will your Broker highlight components that may not be performing at an optimum standard but they will make unbiased recommendations the most suitable combination of lenders for your unique situation.

The consultation includes recommendations of the most suitable combination of lenders specifically tailored for your unique situation. You then receive a Summary Report compiled by your Broker, for you to retain the information presented. Included in this obligation free consultation, is:

• A comprehensive Financial Goal Review.
• Comparisons of loans from over 20 different lenders.
• Suggestions of strategies to maximise your borrowing capacity.
• Aggressive investing strategies.
• Fix vs Variable interest rate hedging techniques.
• Information on when to use P&I vs Interest only repayments.
• Access to full mortgage services to enhance simple and efficient loan approval.

Financial Health Check?

This service is for new borrowers looking to determine their borrowing capacity, or existing property owners wanting to improve and minimise the cost of borrowing.

• Property Investors – both residential & commercial enthusiasts
• Property Developers
• Self employed business people and “tradies”
• Anyone with a complex Tax Structure
• Home owners looking for a better deal

This one meeting can save you money and confirm whether your current mortgage is appropriate. It will provide you with valuable peace of mind.

Book a Financial Check

Whether your requirement is a simple loan sourcing service or a full strategic analysis, your Plan Assist Broker will tailor their service to your specific needs, with an in-depth analysis and review of your circumstances based on your investment objectives.

Specialising in finance solutions for Property Investors and Developers, your Plan Assist broker has the specialised knowledge and expertise to advise on a full range of requirements, including:

• Investment Property Loans
• Construction Loans
• Low Doc Loans
• Lines of Credit
• Mezzanine Finance
• Property Group and Joint Venture Financing
• Commercial Loans

Not many people realise that Construction Finance is a very specialist area within the finance world and not every finance broker has the required expertise. Unless your construction finance is researched and managed properly, you can easily lose out. Our experience and knowledge spans the construction spectrum, from finance for building your first home, through to finance solutions for large-scale projects and commercial developments.

Lenders approach construction loans differently. They’ll ask you questions like:

• Is your builder providing a fixed price contract?
• Are you considering being an ‘owner/builder’?
• Have you made provisions for extras and being over budget?
• What inspections will be made during the construction?
• What payments will be required by the builder at each stage?

At Plan Assist we understand that building a home can be stressful enough without worrying about organising finance. By matching your requirements to the right lender and the right loan, we make the finance part easy and stress free for you.

“My problem was that I was in the middle of finishing renovations to my home and needed a little extra funding from my Bank. With time and options running out I rang Anton who had arranged my finance before and had done an amazing job. I emailed Anton and he quickly took control, setting out all of the bank’s requirements in an easy step by step manner and eliminating all my concerns in “one foul swoop”…. The bank was doing a ‘go slow’ with their processing but Anton made sure my loan was at the top of the pile and used his contacts to fast track the loan for me. I’m now happily applying the finishing touches to my home. Thanks Anton, you’re a life-saver!”

Pam, VIC

“We don’t know what we would have done without your confidence and reassurance along the way. You have been such a blessing for us!”

David, NSW

“We appreciated your promptness, professionalism, attention to detail and the way in which you clarified our questions with easy to understand explanations. The outcome has meant we are saving at least $300 in interest per month.”

Chris, QLD