Partners in Planning

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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 Financial 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.

26/10/2026
🎃👻 The Great Partners in Planning Halloween Showdown! 👻🎃3 of our offices have gone all out this year. The bats are hangi...
19/10/2026

🎃👻 The Great Partners in Planning Halloween Showdown! 👻🎃

3 of our offices have gone all out this year. The bats are hanging, the skeletons have moved in, and a few zombies have taken up residence in reception. 💀🦇

Now we need YOU to settle it once and for all…

Which office is the SCARIEST? 😱

🧡 Bayswater: zombies on the walls, skeletons in the windows, and a witch who’s always in

🖤 Carnegie: crime scene tape, tombstones in the lounge, and a creepy hand on the coffee table

💀 Geelong: bat curtains, a reaper guarding the fire extinguisher, and a skeleton who’s literally falling apart
.. and Mornington, Brunswick, maybe next year...

Vote in the comments: Bayswater, Carnegie or Geelong? 👇

Bragging rights are on the line, and our teams are VERY competitive. 😈

If you’re passing by, pop in and say hi… if you dare! 🕸️

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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