The Financial Planning Association of Australia The Financial Planning Association of Australia

Partners In Planning

Company Partners In Planning
Address 23/347 Bay Road
Cheltenham, VIC 3192
Phone 03 95210010
Mobile 0421355877
Languages Italian

Partners in Planning is proud to be an Independently Owned Company .

We have been 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.

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