Partners in Planning

About

Financial Planning And Insurance Advice

Story

We’re not your average financial planning firm !!!

We work with you to provide the best service and achieve maximum results. We do this by;

• Being independently owned.
• Priding ourselves in a ‘Client First’ philosophy.
• Having no sales targets.
• Being tertiary educated, and qualified.
• Being 100% Certified Financial Planners.
• Encouraging business collaboration with professional entities.

We are NOT salespeople or an agent for a bank, insurer or third party.
We have NEVER recommended any ‘alternative’ investments, such as ‘Emus’, forestry products or unlisted property trusts.

Mission

Why Choose Partners In Planning

Why we firmly believe in our motto ‘Not All Financial Planners are built the same’.

Partners in Planning was founded out of a need to provide client focused advice, not simply a one off set and forget product.
We firmly believe in fundamental investing and the protection of your lifestyle. We can proudly put up our hand and say we have
NEVER recommended any ‘alternative’ investments like emus or forestry products.

We are small enough to care BUT big enough to be around for the long haul.
We are individually owned, but licensed and supported by the resources of MLC Financial Planning which is owned by the nab Bank.

We believe that each client is unique and with individual needs and wants. We believe a financial strategy that grows and evolves with you and you changing needs over time is the best answer for you

Impressum

We are 100% owned by our Staff. We are NOT owned by any banks Superannuation or insurance provider

Products

Financial Planning
Insurance
Superannuation
Retirement Planning
SMSF
Annuities
Education Funding
Funeral Bonds