A Partner In Planning

Book Direct with the Owner at A Partner In Planning with Cairns Accountant in Cheltenham, for all your Accountant financial and taxation needs Click on the Email or Call Now button to get your special price.

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 focused advice, not simply a one off set and forget product. 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, but licensed and supported by the resources of MLC Financial Planning which is owned by the nab Bank. We believe that each client is unique and with individual needs and wants. We believe a financial strategy that grows and evolves with you and you changing needs over time is the best answer for you. 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 making the right decisions about your finances has never been so important to your future. Our financial advisers can help you do this by understanding your financial situation and helping you develop a financial approach to achieve you and your families financial comfort and security.