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Financial Planning Melbourne

We have young professional independent financial advisers to protect a business against these risks, we can help you achieve your goals and business value.

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Financial Planning Melbourne

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  1. Independent Financial Planning www.apartnerinplanning.com.au

  2. 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’. Why Choose Partners In Planning? We focus on client relationships

  3. We STAND behind our motto: ‘Not All Financial Planners Are Built The Same’. • We were founded out of a need to provide client focused advice, not simply a one-off ‘set and forget’ product. • We can proudly put up our hand and say: • We are independently owned • We are Certified Financial Planners ™ • We have never recommended any ‘alternative’ investments like emus or forestry products or unlisted property trusts Why Us:

  4. I can hear you say “we have tried this before”with other so- called financial planners “We have built our business on not being like the rest”

  5. Not all financial planners are created EQUAL True Financial Planners AKA Our Guys Financial Planner AKASales Person Financial Planner AKAAgent for a Bank/Insurer/3rd Party Driven by sales targets and commissions Little/minimal education or experience Limited knowledge Short term in the industry Client first philosophy No sales targets No hidden agendas Independently owned University educated Certified Financial Planners ™ • Having a driving force behind them to tow the ‘company line’ and use related products/services because they have to.

  6. Our Philosophy • Fundamental investing (tried and tested methodology) • Insurance should be strategic to solve a problem not for the sake of having it • Run as efficiently as possible to ensure our fees remain economical • Annual catch ups with clients by phone or in person to ensure that they KNOW we are always here to help

  7. See What Our Clients Say Just ‘Google Us’

  8. Why not have a coffee and chatwith us?

  9. Product overview Loremipsum dolor Loremipsum dolor sit amet, consecteturadipiscingelit. Curabiturarcuvelit, conguesedauctor at, dignissim vitae tellus. Sedmattisodio sit ametsapiengravida, vitae venenatisnibhfeugiat.

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