A Partner in Planning 281 Lygon Street, Brunswick East, Victoria 3057

Welcome to A Partner in Planning, a trusted establishment located at 281 Lygon Street in Brunswick East, Australia. As a leading finance institution, we are dedicated to providing exceptional financial planning services to individuals and businesses alike.

At A Partner in Planning, we understand that not all financial planners are the same. That's why we prioritize catering to your specific needs and goals when offering our expert advice. We firmly believe in the importance of having the right insurance to provide peace of mind throughout every stage of your life.

For many Australians, securing a stable financial future is a top priority. Our motto, "Not all financial planners are built the same," reflects our commitment to following fundamental investing principles and protecting your lifestyle. We are a small institution that truly cares about our clients, yet we are also big enough to be here for the long haul.

Whether you are a family looking to create a comprehensive financial strategy or an individual planning for retirement, our team of experienced professionals can help you set goals and get your finances in order. We believe in providing you with the freedom to retire on your own terms.

Business owners can also benefit from our services, as we offer business insurance to protect against events that could negatively impact liquidity, profitability, and ongoing viability. No matter where you are in the world, whether it's Venice Beach or Bondi Beach, we are here to ensure your long-term financial planning needs are met.

We understand that privacy is crucial, especially for high-profile individuals such as CEOs, fashionistas, and actors. Rest assured that we are not owned or controlled by any bank, superannuation fund, union, or insurance company. This allows our advisers to use their professional judgment when making recommendations to clients.

In addition, we provide valuable resources to our clients. For parents acting as guarantors, we offer a step-by-step guide to navigate the challenges of helping their children achieve home ownership. We also highlight the four most common mistakes people make when buying life insurance, ensuring you make informed decisions to protect your loved ones.

With a Royal Commission into the finance industry looming, it is now more important than ever to seek accurate financial advice. To help you make the right choice, we have compiled a list of go-to questions to ask before partnering with a financial planner. We want you to feel confident and secure in your financial future.

Don't hesitate to get in touch with us today to find out how we can help you plan for a brighter future. A Partner in Planning is here to provide you with exceptional financial advice and guidance every step of the way.