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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 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’.

We follow fundamental investing principles and focus on the protection of your lifestyle. We are small enough to care BUT big enough to be around for the long haul.

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? 

We own and operate our own Australian Financial Services Licence and can freely decide on the advice and strategies that are right for you.

We are not owned or controlled by a bank, superannuation fund, union or insurance company.

This allows the perfect foundation for our advisers, who use their professional judgement when making recommendations to clients.​

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?

LATEST FROM THE BLOG

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Parental Guarantee Strategy

A step-by-step guide for Parents who are acting as Guarantors With today’s property prices, first home ownership is becoming harder and harder to achieve. Too often, we’re finding that parents want to help their children achieve their home ownership dreams, but are worried about how it may affect them financially. The risks appear to outweigh […]

The Four Most Common Mistakes when Buying Life Insurance

The Four Most Common Mistakes when Buying Life Insurance

Buying Life Insurance is no easy task. It raises a lot of uncertain questions that leave us wondering what we need to do to make it easier for our loved ones should anything unexpected occur. Here are the four most common mistakes that people make when buying life insurance; 1. Chasing the best price, and […]

Finding the Perfect Financial Planner

Finding the Perfect Financial Planner

With a Royal Commission into the finance industry just around the corner, it’s important now, more than ever, to obtain accurate financial advice. We’ve created a list of go-to questions to ask before partnering with a financial planner. Traditionally, the local Bank Manager was seen as the oracle of all things financial. Our parents would […]

We offer a wide product range

Product Partners

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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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