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www.apartnerinplanning.com.au
We are a team of
committed professio
who believe in sound
professional advice. W
firmly believe in our
motto ‘Not all financ
planners are built the
same’.
We focus on client
relationships
Why Choose Partners
In Planning?
Why Us: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
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”
Financial Planner
AKA Sales Person
Financial Planner
AKA Agent for a
Bank/Insurer/3rd
Party
Having a driving force
behind them to tow the
‘company line’ and use
related products/services
because they have to.
True Financial Planners
AKA Our Guys
Client first philosophy
No sales targets
No hidden agendas
Independently owned
University educated
Certified Financial Planners ™
Not all financial planners are created EQUAL
Driven by sales targets and
commissions
Little/minimal education or
experience
Limited knowledge
Short term in the industry
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
Just
‘Google Us’
See What Our
Clients Say
Why not have a coffee
and chat with us?
Product overview
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Financial planning melbourne

  • 2. We are a team of committed professio who believe in sound professional advice. W firmly believe in our motto ‘Not all financ planners are built the same’. We focus on client relationships Why Choose Partners In Planning?
  • 3. Why Us: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
  • 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. Financial Planner AKA Sales Person Financial Planner AKA Agent for a Bank/Insurer/3rd Party Having a driving force behind them to tow the ‘company line’ and use related products/services because they have to. True Financial Planners AKA Our Guys Client first philosophy No sales targets No hidden agendas Independently owned University educated Certified Financial Planners ™ Not all financial planners are created EQUAL Driven by sales targets and commissions Little/minimal education or experience Limited knowledge Short term in the industry
  • 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
  • 8. Why not have a coffee and chat with us?
  • 9. Product overview Lorem ipsum dolor Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur arcu velit, congue sed auctor at, dignissim vitae tellus. Sed mattis odio sit amet sapien gravida, vitae venenatis nibh feugiat.