Partners in Planning

Other companies in Cheltenham

Description

WHY WE FIRMLY BELIEVE IN OUR MOTTO ‘NOT ALL FINANCIAL PLANNERS ARE BUILT THE SAME’.
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 government’s changes to makes fee for service the only way forward.

We firmly believe in fundamental investing and the protection of your lifestyle. We can proudly put up our hand and say we have NEVER recommended any ‘alternative’ investments like emus or forestry products.

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 don’t believe in a product being a solution but in a strategy solutions.



OUR BELIEFS ARE OUR DIFFERENCES
We are a proud fee for service practice on all superannuation and investment advice giving you full transparency.
We find solutions not just products.
Fundamental investing and protection of your lifestyle.
Clients are people not just numbers.
We are with you for the long term.
Lifestyle financial planning .
Each of our financial planners as a minimum are degree qualified and have experience in all aspects of financial planning and insurance advice.
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.

The right financial adviser has the potential to provide outstanding value for money – creating a benefit that reaps rewards far in excess of the cost involved.

Keywords: Home Loans, Financial Planners, Commercial Loan, Estate Planning, Protecting Wealth, Managing Debt, Financial Planning Income Protection, Strategies Growing
Service Areas: We