At PLAN Australia Financial Services we are not just interested in helping you get started with your own home, we are very interested in giving you every possible chance of making it 100% yours.

Risk Assessment Service

Our Lending Risk Assessment Service via PLAN Australia Financial Services helps borrowers understand and quantify the financial implications of being unable to meet finance repayments due to sickness, accident, critical illness, trauma or death and then provides recommendations about how to reduce those risks.

These are of course just some of the challenges life might present, however they actually occur a lot more often than you might think. Consider some of these startling facts.


Our Insurance Advisers

Our Insurance Advisers work exclusively with PLAN Australia's 2,000 affiliated Mortgage Brokers and their clients who are currently in the process of obtaining finance to purchase a property, or have recently done so. They are qualified financial planners, authorised by Genesys Wealth Advisers, one of Australia's largest financial planning organisations.

Their advice and recommendations are currently helping hundreds of Australians minimise the impact that some of the challenges of life might throw their way.


Our licence

To understand more about Genesys Wealth Advisers, the Australian Financial Services Licencee under which our Insurance Advisers operate, please visit the Genesys Wealth Advisers website.

PLAN Australia Financial Services Pty Ltd. Member Firm and Corporate Authorised Representative of Genesys Wealth Advisers Ltd (ABN 20 060 778 216, AFSL 232686).
Copyright © PLAN Australia Financial Services 2008