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Education-first Aussie mortgage & investing companion

Methodology

How PlanWithHome models property plans

Transparency first: these are the data sources, assumptions, and stress-testing choices we make. Use them to sanity-check the outputs before talking to a broker or lender.

Rates and buffers

We let you set your own comparison rate and apply custom buffer percentages for repayment stress tests instead of assuming a static lender buffer.

Income and expenses

Household income, rent, and regular expenses are user-supplied. We do not pull bank feeds. You can toggle partner income and dependants to see servicing changes.

Grants and concessions

For FHB scenarios we flag where state grants or concessions may apply, but you should verify eligibility and amounts with the relevant state revenue office.

Location signals

Location Insights and Micro-Suburb use OpenStreetMap/Overpass and optional Nominatim geocoding for proximity to POIs. Scores are directional, not lender-ready credit data.

Cashflow & yield

Holding costs (rates, insurance, strata, maintenance) and rent assumptions are editable. Outputs are forward-looking estimates, not guarantees or valuations.

Data refresh

We periodically refresh ABS, RBA, and other public datasets. If you spot stale data, contact support and we will prioritise an update.

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