Client Review : Partners in Planning : Insurance advice

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By Partners In Planning 09 OctMarch 18, 2021

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Case Study Financial Planning Small business Partners in Planning

Insurance Protection Service

Contact Info

1300 880 100
info@partnersinplanning.com.au
http://partnersinplanning.com.au
Cheltenham Office:
23/347 Bay Rd
Cheltenham VICTORIA 3192

Brunswick Office:
281 Lygon Street
EAST BRUNSWICK VICTORIA 3057

Mornington Office:
Level 1 / 326 Main Street
MORNINGTON 3931

Geelong Office:
Federal Woollen Mills,
SHED WEST 5,
13-35 Mackey St,
NORTH GEELONG VIC 3215
9:30am to 5:30pm
Mon-Fri
After hours by appointment only

CONTACT INFO

1300 880 100
info@partnersinplanning.com.au
http://partnersinplanning.com.au
Cheltenham Office:
23/347 Bay Rd
Cheltenham VICTORIA 3192

Brunswick Office:
281 Lygon Street
EAST BRUNSWICK VICTORIA 3057

Mornington Office:
Level 1 / 326 Main Street
MORNINGTON 3931

Geelong Office:
Federal Woollen Mills,
SHED WEST 5,
13-35 Mackey St,
NORTH GEELONG VIC 3215
9:30am to 5:30pm
Mon-Fri
After hours by appointment only

Why choose Partners in Planning?

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.

We are individually owned and treat each client as an individual not just a number, we don’t believe in a product being a solution but in a strategy solutions.

Why go for a self-licensed practice?

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 us a perfect foundation for our advisers to use their professional judgement when making recommendations to clients.

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PAUL PELLEGRINO

© 2020 - Partners in Planning Group
Partners in Planning Pty Ltd | ABN: 25 147 390 734
Authorised Representatives of A Partner in Planning (AUS) Pty Ltd ABN: 16 605 522 638
Australian Financial Services Licensee 476202 Registered Office at: 23/347 Bay Rd Cheltenham VICTORIA 3192