Your partner in progress
We’re for ambitious business owners who want to grow, transform and excel in broking.
There's more than one way to transform your broking and your business
It’s a competitive environment for brokers. We want to help you grow and thrive. We’ll work with you to create a powerful strategy for growth and change and the right solutions to move your business forward.
Who we work with
Established and ambitious brokers
Sub-aggregators
Financial planners and accountants
Property businesses
Add debt services to your business. Find a new opportunity
Give your customers a more complete financial solution by adding debt services to your business. As debt specialists, we can help you generate new revenue streams, grow your business and help you meet your customer needs.
True partnership looks like this
It’s hands-on and experienced. It’s committed to your success. It’s commercially astute. And it always puts your goals first. We’re dedicated to your business and work with you to help you achieve your success.
Always keep learning
That’s our motto for professionals who want to excel in a competitive world. Our award winning training and development program is continuous and consistent, harnessing our partnerships and industry connections, technology and new channels to deliver real insight and learning to brokers who want to grow.
Recent insights
How one broking business took advantage of customisable technology
As every broker knows, home loans aren’t just about connecting clients to the right lenders. There are multiple stakeholders and plenty of milestones to track along the way.
How to adapt to rising competition from online lending
Rising competition from online lenders and financial technology start-ups means brokers who want to survive and thrive must differentiate their businesses in new ways.
Training and Education program recognised as industry’s best
Providing industry-leading professional development has always been a top priority for PLAN Australia, which is why we are thrilled to have been named as the winner of the Training and Education category of the Australian Broking Awards (ABA) for the second year in a row.