Retirement Planning Partners Pty Ltd
28 Commerce Drive, Robina, Queensland 4226
About the Business
Welcome to Retirement Planning Partners Pty Ltd, a leading fee for service financial planning firm based on the beautiful Gold Coast in Australia. We are dedicated to providing quality specialist financial advice to our clients, ensuring they have confidence and clarity about their financial future.
At Retirement Planning Partners, we understand that everyone's financial needs are unique. That's why our fees are based on the complexity of your needs and the advice you require, not the amount of money you are investing. Our goal is to be your trusted adviser and guide you through retirement, helping you achieve your life goals without putting a limit on your dreams.
Our team of experienced consultants includes John Lomas, a Senior Consultant & Director with an Advanced Diploma in Financial Planning, Josh Mashman, an SMSF Specialist Adviser with a Bachelor of Business and Advanced Diploma in Financial Planning, Adam Lomas, a Master of Financial Planning with a Bachelor of Commerce and Advanced Diploma in Share Trading & Investments, and Tom Davies, a Client Services expert with a Diploma in Financial Planning and Graduate Certificate in Financial Planning.
We are proud sponsors of community radio station 4CRB and the National Seniors Australia β Robina Branch, showing our commitment to giving back to the community that supports us.
But don't just take our word for it, hear what our clients have to say. Thea R. expressed her gratitude for finding someone she can trust, while Garry and Gail C. highly recommend Retirement Planning Partners for their stress-free retirement planning experience. M.R. also commends our team for their expertise and customer service.
Please note that all the information provided on our website is for general information purposes only and does not take into account your specific objectives, financial situation, or needs. We strongly recommend seeking professional advice tailored to your individual circumstances before making any investment decisions.
Contact Retirement Planning Partners today and let us help you achieve a financially secure and fulfilling retirement.
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Contacts
28 Commerce Drive, Robina, Queensland 4226, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Josh and the team at Retirement Planning Partners have been excellent! Clear, detailed, researched information provided so we could make an informed decision."
"Having known Josh and John for many years that has cemented a complete trust in the very professional and unquestionable integrity. The Partners have assisted me and my wife with sound and understandable financial advise and an excellent retirement portfolio. My Wife and I would not hesitate to recommend their wide financial services Ray and Carleine Marendaz"
"Retirement Planning Partners have been an amazing support for my wife and I as we plan for our retirement. Josh is understanding and completely professional, we both always come away from meetings not only feeling listened to and understood but also cared for. We highly recommend Retirement Planning Partners for anyone considering their future."
"My husband and I were ready to retire and we were very overwhelmed by what we should be doing with our super. On recommendation we had a meeting with Josh and John. Our experience with Josh and John was everything we were looking for. They gave us a lot of their time to get to know us to find out the best possible plan that we would be happy with. They explained everything to us in simple terms that made it essy for us to follow and understand. We have been with them now for two years. They are always there to answer any questions and help and advise when ever needed.Josh keeps in touch to let us know of any changes that we may need to look at. We also have a review once a year with them. We highly recommend Retirement Planning Partners."
"The advisers of Retirement Planning Partners Josh and John are the most helpful and professional consultants I have dealt with. The effort they put into identifying my needs and plans is greatly appreciated as they guide and direct me to really exploring what my future needs could be, they make me think about what is possible. The explanation re the investment proposals to achieve the identified goals is clear and delivered with patience and understanding, I feel comfortable to ask any question as nothing is too simple. Josh communicates regularly and clearly keeping me up to date with all aspects of the management of my portfolio. If I have any queries there is no hesitation in responding to phone calls which is reassuring and follow up face to face appointments if necessary. I have been very pleased with the returns on my investment port folio over the years and trust Josh and John with the management of my superannuation funds. I can highly recommend the advisers of Retirement Planning Partners for their personal attention to my financial needs. Karen Watson"
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