Planning Partners

Planning Partners is a privately owned and operated financial planning business based in Camberwell, Victoria. They specialize in offering a range of services to individuals, families, and businesses, including financial planning, superannuation, and insurance. They have a long history, having been established in 1999, and are dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals. Planning Partners is also committed to being a socially responsible company, as demonstrated by their B Corp Certification, signifying their commitment to high standards of social and environmental performance.

In addition to their expertise in various financial areas, Planning Partners prides itself on its personalized approach and commitment to building long-term relationships with clients. They are known for their experienced and knowledgeable team of financial planners, who provide tailored advice and guidance to help clients navigate the complexities of financial planning. The company operates with a strong focus on ethics, transparency, and community engagement, further solidifying their position as a trusted and reliable financial partner.

Planning Partners offers a range of flexible working arrangements, including remote work options and the ability to schedule meetings outside of traditional business hours. The company's commitment to work-life balance is highlighted in their company values and their emphasis on creating a supportive and inclusive work environment.

Planning Partners is a privately owned financial planning business dedicated to providing personalized financial advice and guidance to individuals, families, and businesses. They strive to empower clients with clarity and confidence to achieve their financial goals through comprehensive financial planning, superannuation management, and insurance solutions. Their approach emphasizes a holistic view of their clients' financial well-being and a commitment to building long-term relationships based on trust and understanding.

Planning Partners cultivates a culture of partnership, emphasizing personalized and holistic financial guidance for their clients. They value clarity, knowledge, and understanding, aiming to build long-term relationships through collaborative and strategic planning. Their commitment to community and sustainability is demonstrated through their B Corp certification, signifying their focus on ethical practices and positive social impact.

Planning Partners is a certified B Corp, demonstrating a commitment to social and environmental responsibility. This includes promoting diversity, equity, and inclusion within their workplace and community. They strive to create a welcoming and supportive environment for all employees, regardless of their background or identity, and actively seek to hire and retain a diverse workforce. Their inclusive culture is evident in their diverse team of professionals and their work with a broad range of clients, including individuals, families, businesses, and philanthropic organizations.