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We welcome new clients to contact our offices to make an appointment with one of our Financial Planners
Fund of the Month
The T Rowe Price Global Equity Fund was added to our recommended list following the designation of an A rating by our preferred Research House, Van Eyk. 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.
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
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Latest News
Share markets - A “Perfect Storm” for the year end 30 June 2008
Direct Property Investing within DIY Super
On Thursday 29th May, Planning Partners hosted a Seminar at Hawthorn Receptions.
April 2008
Planning Partners Newsletter - Prosperitas Issue 8







