Partners in Planning

Partners in Planning At Partners in Planning, we believe not all financial planners are built the same. Independent. Focused. Local. Financial planning like you’ve never seen before.

We were founded to do financial advice differently. Our focus has always been on people We’re not your average financial planning firm !!! We work with you to provide the best service and achieve maximum results. We do this by;

• Being privately owned.
• Priding ourselves in a ‘Client First’ philosophy.
• Having no sales targets.
• Being tertiary educated, and qualified.
• Being 100% Certified Fi

nancial Planners.
• Encouraging business collaboration with professional entities. We are NOT salespeople or an agent for a bank, insurer or third party. We have NEVER recommended any ‘alternative’ investments, such as ‘Emus’, forestry products or unlisted property trusts.

22/06/2026
12/06/2026
09/06/2026

Quote of the Day!
04/06/2026

Quote of the Day!

Address

241 Koornang Road
Carnegie, VIC
3163

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm

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