Partners in Planning
9 Ambrose Avenue, Cheltenham, Victoria 3190
About the Business
Welcome to Partners in Planning, located at 9 Ambrose Avenue in Cheltenham, Australia. As an accounting, establishment, finance, insurance agency, and point of interest institution, we offer comprehensive financial planning services to cater to your specific needs and goals.
At Partners in Planning, we believe in our motto "Not all financial planners are built the same." We prioritize your financial future and follow fundamental investing principles to protect your lifestyle. We are a small institution that cares about our clients, but we are also big enough to be here for the long haul.
Whether you are a family looking for financial planning strategies to manage your money through different life stages or an individual planning for retirement, we can help you set goals and organize your finances for a secure future. We understand the importance of having the right insurance to provide peace of mind at every stage of life.
Our services extend beyond Australia's shores, as we are dedicated to ensuring your financial planning needs are met, whether you are in Venice Beach or Bondi Beach. We understand the importance of privacy, especially for individuals in the spotlight, and we assure you that we are not owned or controlled by any bank, superannuation fund, union, or insurance company.
Parents who are acting as guarantors for their children's first home ownership dreams can benefit from our step-by-step guide, which addresses the risks and concerns associated with this process. Additionally, we offer insights into the four most common mistakes people make when buying life insurance, helping you make informed decisions to protect your loved ones.
With a Royal Commission into the finance industry on the horizon, it is crucial to obtain accurate financial advice. Before partnering with a financial planner, ask the right questions, and we have compiled a list of go-to questions to ensure you make the best choice for your financial future.
Contact us now to find out how Partners in Planning can help you plan for your future. We are dedicated to providing top-notch financial advice and ensuring your peace of mind.
Photos
Contacts
9 Ambrose Avenue, Cheltenham, Victoria 3190, Australia
Opening hours
Monday:
08:30 - 20:00
Tuesday:
08:30 - 20:00
Wednesday:
08:30 - 20:00
Thursday:
08:30 - 20:00
Friday:
08:30 - 20:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Paul, was very informative and helpful in his advice for what was required for us to have a successful transition into age retirement. Highly recommend him as a Financial Planning Adviser."
"Paul guided me throughout my financial transition into retirement and his advice with regards to superannuation was critical to a successful set up for my future. I thought I knew what I was doing but under Paul's guidance I achieved a far better outcome and avoided pitfalls that would have cost me dear. Paul and his team have always responded promptly, professionaly and efficiently in a friendly open manner. Paul made you feel like you could ask any questions regardless of how dumb you may think they are and always explained clearly his answers in terms you could understand. I would not hesitate to recommend Paul and his team to anyone."
"I had the pleasure of Paul Pellegrino and his team, look after my Financial Planning / Super for over four years. He is fantastic to work with. Always punctual, very reliable and good at explaining all the products available and which ones was best suited to my needs. Nothing was ever too much trouble for Paul and he always helpful to my provide me with professional advice and confidential when dealing with financial matters, which is important."
"Since meeting with Paul to have my personal insurances and financial position assessed, I have not hesitated in recommending his services to colleagues, family and friends. His professionalism, wealth of experience and subject matter knowledge put me at ease throughout the process. I have no doubt the advice I received, and consequently the strategies Paul has seamlessly implemented on my behalf are suited to my circumstances, and will hold us in good stead for the future."
"It's refreshing to find a business that still believes in great customer service. Paul and his team have always been prompt, professional and efficient with all our dealings. Paul's knowledge has been exceptional in assisting us to put together a financial plan to assist us with our retirement planning. His help with superannuation and income protection insurance has also given us the peace of mind that we are covered in an unforseen life event. I would highly recommend Paul and his team."
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