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Why Us

Home / Why Us

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 are founded as a fee for service practice and strongly support the government’s changes to makes fee for service the only way forward.

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.

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

Our Beliefs Are Our Differences

  • We are a proud fee for service practice on all superannuation and investment advice giving you full transparency.
  • We find solutions not just products.
  • Fundamental investing and protection of your lifestyle.
  • Clients are people not just numbers.
  • We are with you for the long term.
  • Lifestyle financial planning.
  • Each of our financial planners as a minimum are degree qualified and have experience in all aspects of financial planning and insurance advice.

We believe in making the right decisions about your finances has never been so important. Our Self-Licensed financial advisers can help you do this by understanding your financial situation and helping you develop a financial plan to meet short and long-term goals.

The right financial adviser has the potential to provide outstanding value for money – creating a benefit that reaps rewards far in excess of the cost involved.

Areas where we can help:

Young to mid-life

You Are Establishing And Building Your Career And Perhaps Starting A Family.

You may be looking at:

  • getting married
  • first home
  • having children
  • income protection
  • debt management
  • family healthcare
  • business planning

Mid-life

This Is Your Consolidation Stage – Achieving A Comfortable Lifestyle And Thinking About Managing Your Long-Term Future.

You’re likely to focus on:

  • protection of lifestyle
  • healthcare
  • investments
  • tax management
  • inheritance
  • retirement planning
  • long-term care planning

Pre-retirement

With 20 Or More Years Of Retirement Ahead Of You, Your Priorities Will Depend On How Well You’ve Prepared.

Your main concerns may be:

  • protection of assets
  • debt elimination
  • family healthcare
  • helping your children
  • retirement planning
  • wills and trusts
  • business exit strategy

Retirement

This Is The Time To Indulge In Hobbies Or Travel, Enjoy Your Family And Prepare For Transferring Your Wealth.

You may be thinking of:

  • protection of assets
  • healthcare
  • aged care planning
  • inheritance tax mitigation
  • gifting to family
  • preserving your capital
  • estate planning.

Like any partnership we are in it for the long term. Our Planners help each client individually become financially independent and achieve their life goals.

Whilst helping to better your financial future we utilise the extensive experience of our team to tailor advice to your specific financial needs. Like true partners we do not stop there, we guide you through the implementation of the advice and manage the strategy.

We do like to joke around at times but one thing we don’t joke around about is our responsibilities to our clients.

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


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We service the Melbourne area including the following suburbs: 
Albert Park | Armadale | Ashburton | Ashwood | Balaclava | Beaumaris | Bentleigh | Bentleigh East | Black Rock | Bonbeach | Brighton | Brighton East | Canterbury | Carnegie | Caulfield | Caulfield East | Caulfield North | Caulfield South | Chadstone | Cheltenham | Collingwood | Elsternwick | Elwood | Gardenvale | Glen Huntly | Glen Iris | Glenferrie | Hampton | Hampton East | Hawthorn | Hawthorn East | Highett | Kooyong | Malvern | Malvern East | McKinnon | Mentone | Middle Park | Moorabbin | Murrumbeena | Oakleigh | Oakleigh East | Oakleigh South | Ormond | Parkdale | Port Melbourne | Prahran | Richmond | Ripponlea | Sandringham | South Melbourne | South Yarra | St Kilda | St Kilda East | St Kilda West | Toorak | Windsor 

Service also available in the City of Knox area: 
Bayswater | Boronia | Ferntree Gully | Knoxfield | Lysterfield | Lysterfield South | Rowville | Sassafras | Scoresby | The Basin | Wantirna | Wantirna South | Warrandyte South | Heathmont | Croydon | Carlton | Docklands | East Melbourne | Flemington | Kensington | Melbourne 3000 (Central business district) | Melbourne | North Melbourne |Parkville |Abbotsford |Alphington | Burnley | Carlton North | Clifton Hill | Collingwood | Cremorne | Fairfield | Fitzroy | Princes Hill | Richmond | Thornbury |Ivanhoe | Alphington | Brunswick | Carlton | Princes Park | Hawthorn | Balwyn | Canterbury | Surrey Hills | Box Hill | Mont Albert | Camberwell | Glen Iris | Kew | Oak Park | Pascoe Vale | Glenroy | Essendon | Moonee Ponds | Brunswick | Carlton | Coburg | Ascot Vale | West Melbourne | Kensington | Flemington | Parkville | North Melbourne | Eltham | Greensborough | Yallambie | Templestowe | Doncaster | Bundoora | Macleod | Rosanna | Ivanhoe | Heidelberg | Watsonia | View Bank | Elsternwick | Brighton | Hampton | Ringwood | Warrandyte | Croydon | Wonga Park | Blackburn | Forest Hill | Vermont | Wantirna | Nunawading | Ferntree Gully | Knox | Lysterfield | Boronia | Upwey | Bayswater | Hampton Park | Hallam | Noble Park | Keysborough | Frankston | Mornington | Mount Martha | Mt Eliza | Somerville | Clayton | Chadstone | Malvern | Murrumbeena | Carnegie | Oakleigh | Dingley | Mount Waverley | Williamstown | Altona | Point Cook | Greenvale | Attwood | Fitzroy North