Plan Assist
- Company typePrivate
- Founded2002
- HeadquartersTurramurra, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Plan Assist does
Plan Assist (legal entity Plan Assist Property Group) is a Sydney-based property advisory firm founded in 2002 by Harry Charalambous, operating primarily across Sydney and New South Wales, Australia. The firm provides six integrated professional services spanning the property lifecycle: Buyer Agent Services (independent property sourcing, due diligence, and negotiation for residential and commercial buyers); Vendors Advocate (seller-side representation through agent selection, styling, and marketing); Project Management (end-to-end management of development projects including DA/CDC applications, builder coordination, and construction oversight); Commercial Tenant Representation (lease negotiation for businesses); Mentoring (one-on-one and group coaching delivered by the founder); and Investment Opportunities (curated joint venture and off-market deals). The company has served over 1,000 clients and been involved in more than $300 million of property transactions over its 20+ year history.
The firm operates with no proprietary technology platform — it is a people-led professional services business delivered through a discovery-strategy-action-support consulting process. Supporting assets include a WordPress website, downloadable guides and tools (e.g., an Investment Feasibility Calculator and Renovation Budget Planner), social media presence on Facebook, Instagram, and LinkedIn, and a founder-led content marketing program. There is no API, no mobile application, no AI/ML capability, and no integrations disclosed. Growth has been achieved through incremental service line additions every several years rather than through technology investment or external capital.
The business model is fee-based professional services with no publicly disclosed pricing. Engagements are quote-based following initial consultation, spanning individual home buyers, property investors, vendors, commercial tenants, developers, and individuals seeking mentoring. Distribution is direct-to-client across Sydney and NSW, with referrals and testimonials acting as the primary demand generation channel alongside organic content and social media. Plan Assist is privately held, founder-owned, bootstrapped with no external funding or institutional investors, and operates from its head office in Turramurra, Sydney with a team of 11-50 employees.
Plan Assist firmographics
Firmographics- Name
- Plan Assist
- Legal name
- Plan Assist Property Group
- Website
- https://planassist.com.au
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Plan Assist industry classification
Industry- Product category
- Property Advisory Services
- NAICS
- Offices of Real Estate Agents and Brokers (5312)
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Real Estate Development & Feasibility Advisory (Highest-and-Best-Use, Entitlements Support) (BPAJANAC)
- akta.pro secondary industry
- Real Estate Development Asset Management (Project/Construction-to-Stabilization) (BPAJAMAL)
Keywords
Where Plan Assist is headquartered
LocationHeadquarters
- HQ city
- Turramurra
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Plan Assist business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Buyer Agent Services: Independent buyer representation for residential and commercial property purchases. Services include property sourcing, due diligence, negotiation, and settlement support.
- Vendors Advocate: Representation for property sellers, coordinating with agents, stylists, and marketers on behalf of vendors.
- Project Management: End-to-end management of residential and commercial development projects including DA applications, builder coordination, and construction oversight.
- Commercial Tenant Representation: Independent representation for businesses seeking commercial leases, including market research, lease negotiation, and review.
- Mentoring: One-on-one and group mentoring sessions on property, business, and personal development provided by Harry Charalambous.
- Investment Opportunities: Curated investment and joint venture opportunities in residential and commercial property, with research, due diligence, and project oversight.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based professional services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Plan Assist product offering
Product offeringCore offering
Plan Assist is a Sydney-based property advisory firm that provides independent buyer representation, vendor advocacy, project management, commercial tenant representation, mentoring, and curated investment opportunities for individuals and businesses navigating the Sydney and NSW property market. The firm supports clients through the full property lifecycle — from sourcing and due diligence through negotiation, development management, leasing, and sale — with services delivered via personalized consultations and hands-on engagement by founder Harry Charalambous and his team.
Product overview
Plan Assist is a property advisory firm offering a unified suite of six integrated services: Buyer Agent Services (independent property acquisition for investors and owner-occupiers), Vendors Advocate (seller representation through the sales process), Project Management (end-to-end development management from approvals to handover), Commercial Tenant Representation (commercial lease advocacy), Mentoring (one-on-one coaching from founder Harry Charalambous), and Investment Opportunities (curated property investment and joint venture deals). These services are designed to support clients across the entire property lifecycle from purchase through development and sale, with resources and educational tools complementing the advisory offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- Buyer Agent Services Independent buyer's agent service providing end-to-end property purchase support for investors and owner-occupiers, including property search, due diligence, negotiation, and settlement guidance. Covers both residential and commercial properties.
- Vendors Advocate Independent vendor advocacy service representing property sellers through the entire sales process, including agent selection, marketing strategy, negotiation, and settlement support.
- Project Management End-to-end project management for residential and commercial property development, covering DA and CDC applications, builder coordination, council liaison, feasibility assessments, design management, and construction oversight.
- Commercial Tenant Representation Independent commercial tenant representation service helping businesses find, negotiate, and secure commercial leases aligned with their goals, including market research, lease negotiation, and lease review.
- Mentoring One-on-one and group mentoring sessions with founder Harry Charalambous covering property investment, business strategy, and personal growth.
- Investment Opportunities Curated property investment and joint venture opportunities including small-scale residential developments, boutique commercial projects, off-market deals, and build-to-hold options, with research, due diligence, and project oversight.
Quantifiable outcome
- Case study: Tim achieved 6.54% yield ($800/week combined rental from house + garden apartment) on $481,000 Blacktown property purchase.
Companies that use Plan Assist
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles5 records
Plan Assist technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Plan Assist partnerships and signals
Strategic signalScale indicators4 records
Recent moves8 records
Expansion highlights5 records
Plan Assist competitors and assessment
Company assessmentDirect peers
- Metropole Property Strategists: Long-standing Australian buyer's agency and property advisory firm offering buyer advocacy, investment strategy, and development advisory to investors nationally. Directly comparable to Plan Assist in service model and target segment.
- Cohen Handler: Sydney-based buyer's agency operating across NSW with independent buyer representation, off-market sourcing, and negotiation. Directly comparable geographic market, customer base, and service model.
- Wakelin Property Advisory: Melbourne-based buyer's agency providing independent buyer representation and property advisory services. Directly comparable to Plan Assist's core buyer agent offering and target investor segment.
- National Property Buyers: Australian buyer's agency delivering independent buyer representation, negotiation, and due diligence across residential property. Closely comparable buyer-side services and target market to Plan Assist.
- Propertyology: Australian buyers' agency and property investment advisory combining buyer representation with macroeconomic research and curated investment opportunities. Comparable to Plan Assist across buyer advocacy and investment opportunity offerings.
- Your Property Your Wealth (YPYW): Australian property advisory firm combining buyer's agency services, wealth coaching, and investment mentoring. Overlaps with Plan Assist across buyer advocacy and mentoring lines.
Broad incumbents
- CBRE Australia: Global full-service commercial real estate platform with tenant representation, project management, and investment advisory capabilities. Comparable to Plan Assist on the commercial tenant representation line within a much broader portfolio.
- Knight Frank Australia: Global commercial real estate firm with established tenant representation, project management, and investment advisory in Australia. Overlaps with Plan Assist's commercial tenant rep and project management lines as part of a broader portfolio.
Emerging players
- Alicia Rose Buyers Advocacy: Smaller, Sydney-focused buyer's agency offering independent buyer representation. Comparable niche buyer advocacy model but at a smaller scale and narrower service line than Plan Assist.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Plan Assist social profiles
Digital presencePlan Assist financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plan Assist leadership team
Management profileNumber of profiles
Profiles1 record
Plan Assist funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plan Assist M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plan Assist
What does Plan Assist do?
Plan Assist is a Sydney-based property advisory firm that provides independent buyer representation, vendor advocacy, project management, commercial tenant representation, mentoring, and curated investment opportunities for individuals and businesses navigating the Sydney and NSW property market. The firm supports clients through the full property lifecycle — from sourcing and due diligence through negotiation, development management, leasing, and sale — with services delivered via personalized consultations and hands-on engagement by founder Harry Charalambous and his team.
Is Plan Assist a public or private company?
Plan Assist is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Plan Assist founded?
Plan Assist was founded in 2002. It employs 11 to 50 people.
Where is Plan Assist based?
Plan Assist is headquartered in Turramurra, Australia, in the Oceania region.
How does Plan Assist make money?
Six revenue lines are on record. Buyer Agent Services are the primary driver. The others are vendors Advocate, project Management, commercial Tenant Representation, mentoring and investment Opportunities.
Who are Plan Assist's main competitors?
Direct peers on record are Metropole Property Strategists, Cohen Handler, Wakelin Property Advisory, National Property Buyers, Propertyology and Your Property Your Wealth (YPYW). Broad incumbents are CBRE Australia and Knight Frank Australia. Alicia Rose Buyers Advocacy is listed as an emerging player.
Does Plan Assist have an API?
No public API is recorded for Plan Assist.
What industry is Plan Assist in?
Plan Assist's product category is Property Advisory Services. Its primary akta.pro industry code is BPAJANAC, Real Estate Development & Feasibility Advisory (Highest-and-Best-Use, Entitlements Support), with a secondary code of BPAJAMAL, Real Estate Development Asset Management (Project/Construction-to-Stabilization). Its NAICS code is 5312 and its SIC code is 6531.