Business building

At PLAN Australia, we are capable of and are committed to investing in both our people and technology in order to provide solutions and support to our membership. As a member, not only will you be able to further develop your personal and business skills, you will also be able to broaden your product offering and improve your efficiency and professionalism through unrivalled business support services.

In addition to our training events, marketing support and business development program, our members also have the opportunity to participate in the business planning program conducted through our national team of Business Development Managers. Some of our members are already reaping the benefits and here's what they have say:

"I was invited to participate in the business planning program and saying yes has been the best decision I have made in a very long time! I’m enjoying learning new ways of doing things and with my BDM’s 100% commitment to helping me, I’m able to take my business to the next level."

Murray Reddock
Sunshine Financial Services, QLD
2010 CEO Award Winner – PLAN Australia

"The webinars are interactive and easy to understand, taking the hassle out of travelling for training. It provides new ideas which can easily be implemented and our BDM is exceptional in helping us do so. Couple this with the business planning program, we have refined our processes and increased our productivity – as a direct result our overall customer service has improved.”

Jackie Gower
Blue Ribbon Home Loans, NSW

"We had a good idea of what we needed to do in making our business successful but had little idea on how to go about doing it, especially on a limited budget. Since being on the business planning program, our PLAN BDM provided valuable insights on how to clean up our client database and put systems in place for cost effective marketing strategies. His valuable coaching has helped us immensely and our confidence of success is high.”

Murray Reid & Diana Rose
LCD Home Loans, WA

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Mike McClure

PLAN provides you with a Customer Relationship System.