Partners in Planning Est. 2010 Green Financial Planning
Our Services
Retirement and Super
Before you start planning your retirement, there are some key factors to consider.
Financial Planning
The starting point to great financial advice is catering to your specific needs and goals.
Investing
For you and many other Australians, a secure financial future is a top priority.
About Partners in Planning
Financial advice tailored to your values
We are a Melbourne-based financial planning practice working with professionals, families and business owners who want clarity about their future, and who care where their money is invested along the way.
Our process starts with you. We take the time to understand what matters to you most, then build a financial strategy around your values, one that moves you confidently toward financial security.
Why Choose Us?
We firmly believe in our motto ‘Not all financial planners are built the same’.
We believe in the importance of unbiased financial advice. To ensure that advice is truly in your best interests, it must be free from conflicts of interest.
Many financial planning firms claim to be ‘privately owned or self-licensed,’ but that doesn’t necessarily mean they offer genuinely independent advice.
At Partners in Planning, we proudly maintain our 100% true independence: we do not accept commissions on any financial products, including insurance. Our only compensation comes directly from you, our clients. This ensures that we work solely in your best interest.
The green in our name
Values-aligned investing, without the guesswork
Sustainable investing has a marketing problem. Plenty of funds carry the label; far fewer can show you what they actually hold.
We look past the badge to the underlying holdings, screening methodology and disclosure quality, so the portfolio you end up with genuinely matches the values you told us mattered. Where a sustainable option would compromise your objectives, we will tell you that too.
Where to find us
Our Offices
Seven locations across Melbourne, regional Victoria and the United States.
Melbourne South
241 Koornang Rd, Carnegie VIC 3163
Melbourne Bayside
1C / 9 Ambrose Ave, Cheltenham VIC 3192
Melbourne Inner North
281 Lygon St, East Brunswick VIC 3057
Mornington Peninsula
326 Main St, Mornington VIC 3931
Geelong North
21A Fairlie St, Hamlyn Heights VIC 3214
Santa Monica, USA
1450 2nd St, Santa Monica, CA 90401Product partners
Who we invest through
We are not tied to any product issuer. These are the providers whose funds most often earn a place in our clients’ portfolios, chosen on cost, transparency and the quality of what sits underneath.
Low-cost index funds and ETFs
Australian-managed ETFs
Screened ethical investment and super
Next step
Start with a conversation, not a commitment
The first meeting is at our cost and carries no obligation. If we are not the right fit, we will say so and point you somewhere that is.
