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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
Reportable Superannuation Contributions
From 1 July 2009, it will be important to be aware of the concept of reportable superannuation contributions with regards to clients' superannuation, tax planning and Centrelink entitlements.