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Spending power
Key facts
Counted staff
12
self-reported 11–50 band
Founded
2010
16 years
Legal entities
None matched
Office countries
1
7 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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 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.
Whether it's superannuation, insurance, general financial advice, Partners in Planning are here to partner with you to ensure you aim for a secure financial future and the protection of your lifestyle.
We are a team of committed professionals who believe in sound and professional advice
WHY GO Privately OWNED?
We are privately owned and importantly we are not owned or controlled by a bank, superannuation fund, or insurance company.
This allows us a perfect foundation for our advisers to use their professional judgement when making recommendations to clients.
Specialties
All 7 specialties
- Superannuation
- Independently Owned Financial Planning And Advice Melbourne
- General Financial Advice
- Personal and Business Insurance
- Investments
- Financial Planning Melbourne
- Financial Advice Melbourne
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|
All codes: AU
Addresses
- AU281 Lygon Street; Brunswick East, VIC 3057
- AU8/44 LEWALAN STREET; Grovedale , VIC 3216
- AU326 Main Street; Mornington, VIC 3931
- AU347 Bay Road; Cheltenham, VICTORIA 3192
- AUThe Mills West 6, Federal Mills Park, 33 Mackey St,; North Geelong VIC 3215
- AU45 Nerang St; Southport, Queensland 4215
- AU241 Koornang Rd; Carnegie, Victoria 3163Primary
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Signals & hiring
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Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
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Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
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FAQ
How many people work at this brand?
The record holds 12 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does this brand have offices?
Seven addresses on record, Australia only. Primary: 241 Koornang Rd, Carnegie, Victoria 3163.
Has Partners in Planning:Independent Financial Planners ( Australia) raised funding?
None linked to this brand.
What does this brand list as its specialties?
Seven tags on the brand's own list, among them investments and superannuation.
Which companies are listed alongside this brand?
18 profiles list Partners in Planning:Independent Financial Planners ( Australia) as a peer — 94th percentile in Financial Services. It lists ten peers of its own. Trade View and Local Brewing Co. list it back.