Partners in Planning Australia Information

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 focus advice (opposed from the traditional bank ‘product’ sell) . 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. Whether it's superannuation, insurance, general financial advice, Partners in Planning are here to partner with you to ensure you aim for a secure financial future and the protection of your lifestyle. We are a team of committed professionals who believe in sound and professional advice WHY GO Privately OWNED? We are privately owned and importantly we are not owned or controlled by a bank, superannuation fund, or insurance company. This allows us a perfect foundation for our advisers to use their professional judgement when making recommendations to clients.