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Welcome

What type of client are you?

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Latest Video

Latest
Video

Planning Partners have three Certified Financial Planner(TM) Practitioners. View the video presentation here.

Market Update

Market
Update

Click here for the latest monthly market review from Colonial First State.

Fund of the Month

Fund of the Month

The Walter Scott Global Equity Fund was added to Planning Partners recommended list in July 2006 following the designation of an A rating... News & Views 

Financial Planning and Superannuation Consulting

Planning Partners is an independently owned and operated Financial Planning and Superannuation Advisory Firm. We hold an Australian Financial Services Licence (No. 222835) and provide financial advisory services to individuals and businesses. Planning Partners is a Principal Member of the Financial Planning Association.

Planning Partners develop long term relationships with clients to assist them in the achievement of their financial goals. We adopt a transparent fee-for-service offering and are committed to acting in the best interests of our clients at all times.

Financial Planning Association of Australia Principal Member

Contact Us

Level 1, 587 Canterbury Road
Surrey Hills Victoria 3127
PO Box 76 Surrey Hills 3127


Tel
Fax

Online

03 9830 0366
03 9830 7028

Submit enquiry here

Latest News

4 March 2010
Planning Partners provide articles on a regular basis to two leading journals in the hospitality industry.

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8 February 2010
Planning Partners Newsletter - Prosperitas Issue 12

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20 January 2010
The Platinum International Fund has been a core fund manager in Planning Partners client's portfolio for a number of years.

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