Partners in Planning is an independent financial advisor based in Melbourne that provides fee-for-service financial planning and advice. They support fee-for-service as the best way to ensure transparency and client focus. As a small firm, they are able to provide individualized care while still being a stable long-term partner for clients' financial needs, which include retirement and superannuation, insurance, and investing with a focus on protecting clients' lifestyles. They can be contacted at their Cheltenham office or online.

1. Financial Advisor – Partner in Planning
Welcome
Partners in Planning
Melbourne Base Independent Financial Advisor
www.apartnernplanning.com.au

2. Find Financial Advisor in Melbourne
Partners in Planning was founded out of a need to provide client focus advice. 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.
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.
We are a proud fee for service practice on all superannuation and investment advice giving you
full transparency
We are small enough to care BUT big enough to be around for the long haul.

3. Independent Financial Advisor
Financial Planning Start At:
Retirement and Super
Insurance
Investing
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.

4. Book an Appointment
Contact Us:
Cheltenham Office:
23/347 Bay Rd
Cheltenham VICTORIA 3192
Call: 1300 880 100
Email: info@partnersinplanning.com.au
http://www.apartnerinplanning.com.au

5. Partner in Planning
Thanking You