About us

Independent advice, plainly explained

We built this practice around a simple idea: you should understand every recommendation we make, and know exactly what it costs.

Our story

Why we started Partners in Planning

From the very beginning, Partners in Planning was created to challenge the traditional financial planning firm of the time.

Since day one we have never been a traditional financial planning firm and our motto reflects this.

This is because we could see flaws in the pre post royal commission system.

We are built on a fee for service model from our inception. We deliver advice on a holistic level with no inhouse products.

Our investment philosophy is simple; we revere the tried and tested methodology of fundamental investing. This is where our work begins, and where it ends.

Our approach to green investment follows a multi-tiered menu offering basic exclusions all the way to impact investing.

Our financial planning fees are clear and transparent. Every single client is provided with a financial planning proposal that clearly states what we will do and the fees that will be charged.

A rainbow lorikeet perched among pink flowering gum blossoms

Ethical investing

Why we moved into ethical investment

We moved into the ethical investment space because we believe that strong financial positioning shouldn’t come at the cost of your morals.

We believe your money can be a force for good, and working with us means seeing that belief put into action.

Our approach

At Partners in Planning, we understand that everyone’s values are different. That’s precisely why we work closely with you to tailor your financial portfolio, meeting your investment goals while aligning with what matters to you.

We have access to a broad suite of products spanning a range of risk appetites and investment impacts, and we look forward to working with you to find where you sit.

What we stand for

Our principles

Fundamental Investing

We employ a fundamental investing strategy, using a tried and tested methodology that has stood the test of time.

Strategic

Understanding that insurance should be used strategically to solve a problem, and not just for the sake of having it.

Cost-effective

We run as efficiently as possible to ensure our fees remain economical, and our firm remains accessible to all clients.

Client Focused

We develop strong relationships with our clients by having annual catch ups so you know that we are ALWAYS here to help.

Next step

Come and meet us

An introductory conversation costs you nothing and commits you to nothing.

Book an introduction