Financial Planners Melbourne - PowerPoint PPT Presentation

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Financial Planners Melbourne

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Looking for best Financial Planner in Melbourne, We are a team of committed professionals who believe in sound and professional advice. We know when it comes to financial planning your privacy is an important factor. We are a Melbourne based financial adviser. – PowerPoint PPT presentation

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Title: Financial Planners Melbourne


1
Financial Planners Melbourne
  • Not All Financial Planners Are Built The Same

http//www.apartnerinplanning.com.au/
2
We are Certified Financial Advisor
  • We are individually owned and treat each client
    as an individual not just a number, we dont
    believe in a product being a solution but in a
    strategy solutions.
  • We are independently owned and importantly we are
    not owned or controlled by a bank, superannuation
    fund, union or insurance company.
  • This allows us a perfect foundation for our
    advisers to use their professional judgement when
    making recommendations to clients.?

3
Financial Investment Plans
  • 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.
  • Investment Plans for Young Professionals
  • Investment Plans for Families
  • Investment Plans for Business Owner
  • Investment Plans for Retirement
  • Investment Plans High Profile Individual

4
Contact Us - Financial Planner
  • Partners In Planning09/349-351 Bluff Road,
  • Hampton VIC 3188
  • Toll Free 1300 880 100
  • Email paul_at_partnersinplanning.com.au
  • www.partnersinplanning.com.au

5
Partners in Planning
  • Thanking You
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