Partners in Planning

Partners in Planning At Partners in Planning, we believe not all financial planners are built the same. Independent. Focused. Local. Financial planning like you’ve never seen before.

We were founded to do financial advice differently. Our focus has always been on people We’re not your average financial planning firm !!! We work with you to provide the best service and achieve maximum results. We do this by;

• Being privately owned.
• Priding ourselves in a ‘Client First’ philosophy.
• Having no sales targets.
• Being tertiary educated, and qualified.
• Being 100% Certified Fi

nancial Planners.
• Encouraging business collaboration with professional entities. We are NOT salespeople or an agent for a bank, insurer or third party. We have NEVER recommended any ‘alternative’ investments, such as ‘Emus’, forestry products or unlisted property trusts.

01/09/2026
If you’ve moved from New Zealand to Australia, your KiwiSaver might be something you haven’t looked at for a while.At th...
31/08/2026

If you’ve moved from New Zealand to Australia, your KiwiSaver might be something you haven’t looked at for a while.

At the same time, you’ve probably started building superannuation here in Australia.

So what happens to your KiwiSaver? Can you transfer it? Should you? And how does it fit alongside your Australian super?

Understanding your options is a good place to start.

We’re excited to officially open the doors to our newest Partners in Planning office in Bayswater, our sixth location ac...
25/08/2026

We’re excited to officially open the doors to our newest Partners in Planning office in Bayswater, our sixth location across Victoria.

For us, growth has never been about putting more pins on a map. It’s about making genuinely independent financial advice more accessible and giving clients the option to deal with a local team, face to face.

The Bayswater office is now open, looking sharp and ready for clients.
Same independence. Same straight-talking advice. Just another place to find us.

The Bayswater office will be led by Tom, bringing his energy, experience and commitment to straightforward, independent advice to Melbourne’s east.

Address

241 Koornang Road
Carnegie, VIC
3163

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm

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