Professionals & Executives
Planning Partners provides tailored advice to professional employees and executives. These clients often require advice in the following areas:
We review your income and expenditure patterns and identify areas where cashflow may be isolated for wealth creation or debt reduction purposes.
WEALTH CREATION STRATEGIES
We devise wealth creation plans which are tailored to your particular financial goals and involve a combination of investment, debt management, tax and superannuation strategies.
We work in conjunction with independent Finance Consultants to ensure appropriate structuring of your personal and investment debt.
We provide portfolio advice on a wide range of investments including direct equities, professionally- managed funds and fixed-interest investments. We can also provide you with access to direct property investments through our strategic alliances with Buyers Advocacy and Property Management firms.
EXECUTIVE SHARE AND OPTIONS PLANS
We provide advice on finance, taxation and investment issues associated with exercise and sale of company shares and options.
Our in-house Insurance Specialist provides advice on a complete range of Personal Risk products to protect you and your family in the event of medical catastrophe or premature death.
We provide comprehensive advice to ensure that your assets are protected and distributed in accordance with your wishes upon death. We work in conjunction with Estate Planning solicitors who prepare legal documents including Wills, Powers-of-Attorney and Trust Deeds.
» Business Owners
Ground Floor, 971 Burke Road
Camberwell, VIC 3124
PO Box 8192
Camberwell North, VIC 3124