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Welcome

What type of client are you?

None of the above? Click here to view our full range of services

Contact Us

Contact
Us

We welcome new clients to contact our offices to make an appointment with one of our Financial Planners

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 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.

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

02/07/08
While Australian resources shares have boomed on surging commodity prices, the rest of the market has generally slumped on debt concerns and profit worries.

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30/05/08

On Thursday 29th May, Planning Partners hosted a Seminar at Hawthorn Receptions.

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21/04/08

Planning Partners Newsletter - Prosperitas Issue 8 

 

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