Partners in Planning

Partners in Planning Your trusted partner for success, not all financial planners are built the same. We don’t believe in a product being a solution, but in a strategic solution.

We are independently owned and believe that each client is an individual not just a number. We’re not your average financial planning firm !!! We work with you to provide the best service and achieve maximum results. We do this by;

• Being privately owned.
• Priding ourselves in a ‘Client First’ philosophy.
• Having no sales targets.
• Being tertiary educated, and qualified.
• Being 100% Certifie

d Financial Planners.
• Encouraging business collaboration with professional entities. We are NOT salespeople or an agent for a bank, insurer or third party. We have NEVER recommended any ‘alternative’ investments, such as ‘Emus’, forestry products or unlisted property trusts.

01/06/2026

30/05/2026
29/05/2026

Quote of the Day!
20/05/2026

Quote of the Day!

Address

241 Koornang Road
Carnegie, VIC
3163

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm

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