Independent Financial Planner - PowerPoint PPT Presentation

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Independent Financial Planner

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We have team of expert professional who provide independent financial advisers and independent financial planning to protect a business against these risks. – PowerPoint PPT presentation

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Title: Independent Financial Planner


1
Independent Financial Planner
http//www.apartnerinplanning.com.au
2
Independent Financial Planner
Partners in Planning was founded out of a need to
provide client focus advice (opposed from the
traditional bank product sell) . We are
founded as a fee for service practice and
strongly support the governments changes to
makes fee for service the only way forward. We
firmly believe in fundamental investing and the
protection of your lifestyle. We are small
enough to care BUT big enough to be around for
the long haul. We are individually owned and
believe that each client is an individual not
just a number We believe in making the right
decisions about your finances has never been so
important. Our financial advisers can help you do
this by understanding your financial situation
and helping you develop a financial plan to meet
short and long-term goals.
http//www.apartnerinplanning.com.au
3
Services Offered
  • You may be looking at
  • getting married
  • first home
  • having children
  • income protection
  • debt management
  • family healthcare
  • business planning
  • Pre-retirement
  • Retirement
  • We do like to joke around at times but one thing
    we dont joke around about is our
    responsibilities to our clients.

http//www.apartnerinplanning.com.au
4
Contact Us
  • Cheltenham Office
  • 23/347 Bay Rd
  • Cheltenham VICTORIA 3192
  • Brunswick Office
  • 281 Lygon Street
  • EAST BRUNSWICK VICTORIA 3057
  • Phone 1300 880 100
  • Email info_at_partnersinplanning.com.au
  • http//partnersinplanning.com.au
  • 930am to 530pm
  • Mon-Fri
  • After hours by appointment only

http//www.apartnerinplanning.com.au
5
Independent Financial Planner
  • Thanking You

http//www.apartnerinplanning.com.au
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