Financial Planning Melbourne

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Independent Financial Planning

• www.apartnerinplanning.com.au

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We are a team of committed professionals who
believe in sound and professional advice. We
firmly believe in our motto Not all financial
planners are built the same.
Why Choose Partners In Planning?
We focus on client relationships
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• We STAND behind our motto Not All Financial
  Planners Are Built The Same.
• We were founded out of a need to provide client
  focused advice, not simply a one-off set and
  forget product.
• We can proudly put up our hand and say
• We are independently owned
• We are Certified Financial Planners
• We have never recommended any alternative
  investments like emus or forestry products or
  unlisted property trusts

Why Us
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I can hear you say we have tried this before
with other so- called financial planners
We have built our business on not being like the
rest
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Not all financial planners are created EQUAL
True Financial Planners AKA Our Guys
Financial Planner AKA Sales Person
Financial Planner AKA Agent for a
Bank/Insurer/3rd Party
Driven by sales targets and commissions
Little/minimal education or experience
Limited knowledge Short term in the industry
Client first philosophy No sales targets No
hidden agendas Independently owned University
educated Certified Financial Planners
Having a driving force behind them to tow the
company line and use related products/services
because they have to.
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Our Philosophy

• Fundamental investing (tried and tested
  methodology)
• Insurance should be strategic to solve a problem
  not for the sake of having it
• Run as efficiently as possible to ensure our fees
  remain economical
• Annual catch ups with clients by phone or in
  person to ensure that they KNOW we are always
  here to help

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See What Our Clients Say
Just Google Us
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Why not have a coffee and chat with us?
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Product overview
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