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The Property Planning Session

Let’s plan your buying journey and start shaping your personalised Buying Brief.

45 minVideo Planning Session

Service Description

This 45-minute session is where your supported buying journey with us begins. Together, we explore your goals, preferred suburbs, budget, and the type of property you’re hoping to secure. From there, we start shaping your personalised Buying Brief and map out the pathway we’ll walk together from planning and searching to securing the right property. During this session, we will: - Discuss your goals, needs, preferences and lifestyle needs - Explore the types of properties you’re drawn to - Identify your non-negotiables and ideal locations - Review your current position (including finance readiness) - Share market insights relevant to your search - Outline how we’ll approach your personalised property search - Begin onboarding so we can confidently start the process together As your dedicated buyer's agent, our role is to make your life easier, remove the stress from purchasing a property, and guide you professionally through every step right through to the moment you receive your keys. This session is free and designed to give you clarity, direction, and confidence knowing you’re supported from the very beginning.


Cancellation Policy

Property Forecasting Plan – Service Policy This policy outlines the scope, inclusions, and important information relating to the Property Forecasting Plan. By purchasing this service, you acknowledge and agree to the terms below. Nature of the Service The Property Forecasting Plan is a strategic, scenario-based planning service designed to support informed property decision-making. It helps explore possible pathways and long-term outcomes using assumed scenarios. This service does not provide financial, legal, taxation, lending, or investment advice and does not offer market predictions or guarantees. What’s Included Your plan includes access to the Property Forecasting Tool and its advanced features, one 15-minute Alignment Call, and one 60-minute Property Forecasting Strategy Session. Sessions are delivered online unless otherwise agreed. Important to Know All forecasts are illustrative only and based on assumptions provided or discussed. The service does not calculate lender-specific borrowing capacity and does not replace advice from licensed professionals. Clients remain responsible for their own decisions and should seek independent advice where appropriate. Booking & Sessions Sessions must be booked via the provided booking link and are subject to availability. A minimum of 24 hours’ notice is required to reschedule. Missed or late-cancelled sessions may be forfeited. Payments & Refunds The Property Forecasting Plan is a one-off fee payable in full prior to booking. Due to the personalised nature of this service, refunds are not available once access to the forecasting tool or sessions has commenced. Use of Information Forecasting outputs are for personal use only and must not be shared, reproduced, or relied upon as guarantees. Liability While care is taken in delivering this service, Optimum Buyers Agency makes no guarantees regarding outcomes. To the extent permitted by law, liability for decisions made based on this service is excluded.


© 2024 Optimum Buyers Agency - Trudi Williams

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