PLAN Financial
HQ Address
Level 15, 360 Elizabeth Street, Melbourne, VIC 3000, Australia
Website Address
Business introduction
We have a rich history in the Australian lending market
A history of great partnerships
PLAN Australia was established in 1999 and is one of Australia's largest mortgage aggregation groups, with over 1,600 members.
We’re the partner for business owners that want to grow, transform and excel in broking. From established brokers with ambitions to expand, to other professionals who understand the opportunity adding debt services to their business provides, we’re here to help you move forward.
Connect with the right networks
By building and add to your existing referral networks using our extensive market intelligence and experience.
Support from a true partner
From one of Australia’s largest and most commercially experienced teams, including a Strategic Partnership team focused on businesses with complex needs.
Find new opportunities to grow
By adding debt services to your financial planning, accounting or property business, or adding wealth advice to your broking business.
Prepare for the future
Through our award winning training and development program.
Transform your business
With strategies to grow and change.
PLAN Financial Solutions
Podium
Investing in innovation and business efficiency Our broker software platform, Podium, helps you manage your business effectively so you can focus on growth. Fully integrated with Salesforce, Podium is efficient, easy to use and functionally rich. It’s designed to help you make the most of your customer relationships and grow your......
