Partners in Planning

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 individually owned and believe that each client is an individual not just a number, we don’t believe in a product being a solution but in a strategy solutions.