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Partners in Planning

‘Not all financial planners are built the same’

OUR SERVICES

Retirement & Super

Before you start planning your retirement, there are some key factors to consider. 

Financial Planning

The starting point to great financial advice is catering to your specific needs and goals.

Insurance

Having the right insurance provides great peace of mind for every stage of your life.

Investing

For you and many other Australians, a secure financial future is a top priority. Why?

FINANCIAL PLANNING

Why Choose Us?

We firmly believe in our motto ‘Not all financial planners are built the same’.

We believe in the importance of unbiased financial advice. To ensure that advice is truly in your best interests, it must be free from conflicts of interest.

Many financial planning firms claim to be ‘privately owned or self-licensed,’ but that doesn’t necessarily mean they offer genuinely independent advice.

At Partners in Planning, we proudly maintain our 100% true independence. We are not influenced by or affiliated with any financial product providers, and we do not accept commissions on any financial products, including insurance. Our only compensation comes directly from you, our clients. This ensures that we work solely in your best interest.

Partnering with an independent financial adviser can provide you with the confidence and peace of mind about your financial future.

The only way we are paid is by you, our clients. It also means we are on your side and work only for you.

 

Why Choose Partners in Planning for your financial planning needs in Melbourne

Our Clients

Who We Help 

Why Choose Partners in Planning for Your family financial planning

Advice for Families

Financial planning for families can help you create a comprehensive strategy for managing your money as you move through different life stages. 

Advice for Pre-Retirement

Planning your retirement may be a relatively low priority, but before you put it off any longer, there are some key factors that you should consider.

Advice for Retirement

Great financial planning can help you set  goals and get your finances in order so you'll have the freedom to retire how and when you choose.

Advice for Business Owners

Let us show you how business insurance can help protect your business against events which may adversely affect its liquidity, profitability and ongoing viability.

Australians in LA/Silicon Valley

Whether you are in Venice Beach in the US or Bondi Beach in Australia, we are right here to ensure your financial planning needs are looked after over the long term.

High Profile Individuals

You may be a CEO, fashionista or actor – you are always in the spotlight. We know when it comes to financial planning your privacy is an important factor.

Hear from our Clients

We are different - not all financial advisors are the same

OUR ADVANTAGE

Why are we different? 

Our independent financial advisers do not accept commissions, charge fees based on product sales, or have ties with product manufacturers that could create conflicts of interest.

 At Partners in Planning, we only receive fees directly from our clients and rebate all insurance commissions, which can save our clients thousands annually. This is the true importance independent financial advice.

OFFICE LOCATIONS 

OUR OFFICES 

Partners in Planning Carnegie office

Melbourne South

Office Address:
241 Koornang Rd, Carnegie
VIC 3163

Services Officed
  • Financial Planning
  • Insurance
  • SMSFs
  • Private Wealth
Partners in Planning Cheltenham office Melbourne suburbs

Melbourne Bayside

Office Address:
1C / 9 Ambrose Ave, Cheltenham VIC 3192

Services Officed
  • Financial Planning
  • Insurance
  • SMSFs
  • Private Wealth
Partners in Planning Cheltenham office Melbourne suburbs

Melbourne Inner North

Office Address:
281 Lygon St, East Brunswick
VIC 3057

Services Officed
  • Financial Planning
  • Insurance
  • SMSFs
  • Private Wealth
Partners in Planning Cheltenham office Melbourne suburbs

Mornington Peninsula

Office Address:
326 Main St, Mornington
VIC 3931

Services Officed
  • Financial Planning
  • Insurance
  • SMSFs
  • Private Wealth
Partners in Planning Cheltenham office Melbourne suburbs

Geelong
North

Office Address:
5/35 Mackey St, Geelong North
VIC 3215

Services Officed
  • Financial Planning
  • Insurance
  • SMSFs
  • Private Wealth
Partners in Planning Santa Monica office Melbourne suburbs

Santa Monica, USA

Office Address:
1450 2nd St,
Santa Monica,
CA 90401

Services Officed
  • Private wealth only
  • PW Financial planning

WHAT’S NEWS?

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We offer a wide product range

Product Partners

Vanguard Logo
macquarie
MLC logo
Asteron
Zurich logo
Asteron
TAL Logo
macquarie
MLC logo
Asteron
AMP logo
Asteron
OnePath
netwealth
HUB
BT Super
caresuper
club
sunsuper
Australian ethical
Tasplan logo
SMSF logo
SMSF logo
Christian Super logo

Start Planning Your Future

Get in touch now and find out how we can help to plan for your future.

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