Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.

Grow your business with PLAN

Reporter 6 minute read

PLAN Australia is a leading provider of premium aggregation and financial services for growth-oriented broking businesses

With a long-term commitment to innovation and business excellence, PLAN Australia has been a provider of premium aggregation services for more than 15 years. Priding itself on its growth support services, PLAN Australia offers the tools and strategy support business minded brokers need to take their business to the next level.

From self-employed brokers to franchises with a national footprint, PLAN Australia works with businesses big and small, but who share the same, common goals – a hunger for growth and business excellence.

Premium support


“PLAN Australia considers itself an industry leader in aggregation services and we are committed to supporting broking businesses in an evolving industry to take
advantage of new opportunities to drive business growth,” says PLAN Australia chief executive Phil Quin-Conroy.

With progress at the heart of its proposition, PLAN Australia’s philosophy is ‘excellence through evolution’ and it is this philosophy that guides the aggregator in all of its endeavours.

“The finance industry is a rapidly evolving one and so our focus is on arming our partners with the support and tools they need to adapt and grow,” he says.

One thing that sets PLAN Australia apart from other aggregators is its focus on strategic growth and business planning. Its unique BEAT business benchmarking tool analyses brokers’ businesses to develop a growth strategy that’s tailored to brokers’ and businesses’ individual needs and goals.

“Our BEAT tool is a unique and innovative self-assessment instrument that helps our members recognise their strengths and weaknesses and where opportunities for growth lie. “No two businesses are the same, and so tailored growth strategies are the only way to really leverage individual businesses’ distinct strengths and identify areas where more support may be required,” says Mr Quin-Conroy.


Top-end specialisation

PLAN Australia has specific expertise in supporting large groups who write significant volumes or who want to leverage their size and scale to write more significant volumes.

“Our experience in supporting large-volume brokers and businesses is market-leading. We are the only aggregation group with a dedicated strategic accounts team focused purely on building and maintaining relationships with larger businesses,” says Mr Quin-Conroy.

“We offer two-tiered support to help businesses such as LJ Hooker incorporate finance into their business and do it on a large scale.”

From customised technology support, to recruitment and marketing assistance, PLAN Australia offers a range of dedicated services to support a diverse collection of large businesses.

Evolving as the industry evolves

PLAN Australia sees itself as a forward thinker and its strategic accounts division demonstrates its market-leading approach to driving growth opportunities.

“The landscape of our industry continues to evolve at a rapid pace. Part of this evolution is the increasing convergence of financial services and real estate and we are seeing a range of groups looking for support to diversify into home loans and other lending solutions,” he says.

“Our specialisation in supporting these groups also bodes well for our wider network, as we are constantly coming across opportunities to tap our brokers into these alliances, which can present enormous lead generation potential.”

Sponsored content

Grow your business with PLAN
TheAdviser logo

If you have ever considered how you could better service your SME clients but lack the knowledge or confidence to do this beyond referring them on, this is a must-attend event for you. Don't miss SME Broker Bootcamp, a jam-packed, free-to-attend, practical workshop. Register today and secure your place at this interactive, flexible, must-attend event.



more from the adviser
Finsure rebrand

Breaking News

Finsure sale clears regulatory approval

APRA has given the green light to BNK offloading its mortgage agg...

house sold

Breaking News

Hot Property: The biggest property headlines from the week 17-21 January

The weekly round-up of the biggest news stories from across Momen...

mortgage growth

Breaking News

AFG broker lodgements hit new record

Brokers aggregating under the group wrote a record $92 billion of...