Melbourne Base Independent Financial Planning

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Melbourne Based Independent Financial Planner

• Not All Financial Planners Are Built The Same

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We are Independent Financial Advisor

• We are individually owned and treat each client
  as an individual not just a number, we dont
  believe in a product being a solution but in a
  strategy solutions.
• We are independently owned and importantly we are
  not owned or controlled by a bank, superannuation
  fund, union or insurance company.
• This allows us a perfect foundation for our
  advisers to use their professional judgement when
  making recommendations to clients.?

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Financial Investment Plans

• Partners in Planning was founded out of a need to
  provide client focus advice (opposed from the
  traditional bank product sell) . We are founded
  as a fee for service practice and strongly
  support the governments changes to makes fee for
  service the only way forward.
• Investment Plans for Young Professionals
• Investment Plans for Families
• Investment Plans for Business Owner
• Investment Plans for Retirement
• Investment Plans High Profile Individual

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Contact Us - Financial Planner

• Partners In Planning23/347 Bay Road
• CHELTENHAM VIC 3192
• 281 LYGON STREET
• EAST BRUNSWICK VIC 3057
• Toll Free 1300 880 100
• Email INFO_at_partnersinplanning.com.au
• www.partnersinplanning.com.au

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Partners in Planning

• Thanking You