1 / 5

Individual Financial Planning

We provide best financial advice to high profile individuals like CEO, actor, We know when it comes to financial planning your privacy is an important factor.

Simon2012
Download Presentation

Individual Financial Planning

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Individual Financial Planning

  2. Individual Financial Plans - Melbourne We pride ourselves on our down to earth approach to your financial planning

  3. 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 a proud fee for service practice on all superannuation and investment advice giving you full transparency. Individual Financial Advice

  4. Cheltenham Office: 23/347 Bay Rd Cheltenham VICTORIA 3192 Brunswick Office: 281 Lygon Street EAST BRUNSWICK VICTORIA 3057 Phone: 1300 880 100 Email: info@partnersinplanning.com.au http://partnersinplanning.com.au 9:30am to 5:30pm Mon-Fri After hours by appointment only Contact Us

  5. Individual Financial Planning Thanking Youwww.apartnerinplanning.com.au

More Related