Our initial engagement with Planning Partners was for superannuation and general financial advice some 15 years ago. The success of some of our investments put us in the fortunate position of being able to consider ongoing charitable donations. Martin has been instrumental in guiding us to establish a private ancillary fund, and then managing the foundation and its investments to allow the board to focus on all the positive elements of gifting.
Planning Partners have managed my finances for nearly 20 years to my complete satisfaction. They have always been obliging and cooperative to all my requests.
My health took an unexpected downturn in early 2017 forcing me to, not only leave employment , but rendered me mostly bedridden for nearly 24 months.
Being suddenly unable to sustain employment mid-career is a devastating experience, especially as for a single income first home owner.
The astute advice Planning Partners provided at our initial consultation, ten years ago meant that I suddenly had multiple options when they were most needed.
The professional support, competent guidance and proactive suggestions provided by Rebecca during this time, facilitated navigation of dense income insurance administration, enabling me to access practical income and ensured I remained financially sound during a potential crisis.
Martin McIntosh and his team at Planning Partners have been instrumental in the growth and ongoing success of building my business. Planning Partners have played a crucial role in the strategic planning, financial control and financial management on the business; enabling key business decisions to be made accurately along the journey.
With a focus on education and support, Planning Partners have been a wealth of knowledge right from the inception of the business. Laying the foundations of key business structures and financial control under the guidance of Martin and his team has proved to be critical to our success.
I can highly recommend the Planning Partners team for their knowledge and financial planning expertise to ensure you get the right advice to achieve your business and/ or lifestyle goals.