David is the Founder and Managing Director of Property Planning Australia, which he started in 2004 and is one of the longest serving property and mortgage advice companies in Australia.
Property Planning Australia was born out of David’s vision to educate and empower Australians to make successful property, mortgage and money management decisions on the pathway to creating their ideal lifestyle.
David is a father of three. Family has always been his driving force, and he thinks that is common for most of us. David is deeply passionate about property, recognising it as the only asset class that encompasses both our homes where we raise our families and an opportunity for investment and wealth creation. He firmly believes that fierce independence focuses the advice squarely on you and your family.
Dave’s skillset shines when it comes to Property Planning and Mortgage Strategy by educating and assisting people to build a personalised Property Plan, using Australia’s only Property Planning software system. This allows you to model out various Property Plan pathways through to retirement. You receive lifetime access to the software with no ongoing subscription, enabling you to update and review your financial progress towards your retirement goals. This allows time-poor professionals to gain clarity on their long-term property pathway, next purchase, existing portfolio, and retirement goals.
Whilst most lenders and mortgage brokers sell you a product and a rate, Dave’s unique focus on mortgage strategy supports long-term wealth creation. An effective Mortgage Strategy will:
- Allow you to hold property while acquiring new assets
- Optimise tax deductions
- Allow you to take control of your money management
- Optimise the use of offset accounts
- Support you to manage risk
- Determine the right repayment strategy
- Ensure you select the right lender, products and a great rate
This approach has been recognised by the Mortgage and Finance Association of Australia (MFAA), awarding the team at Property Planning Australia with the Best Mortgage Business, and Best Customer Service for Victoria and Tasmania at the annual Excellence Awards last year. Property Planning Australia has won over 30 awards for excellence in advice and service, with a client Net Promoter Score average of 9.6 out of 10 since 2017. Hear what our clients have to say.
Property Planning Australia is the only company in Australia to provide independent property advice without buying or selling property. This means we are free of location bias. No property buyers can be an expert in buying property across all of Australia.
As well as writing for numerous publications such as the Age, Domain and Australian Financial Review, David is the author of the free e-book How to Succeed with Property to Create your Ideal Lifestyle; and Property for Life – Using Property to Plan Your Financial Future published by Wiley.