Image Placeholder

Welcome to Partners In Planning

Whether its superannuation, insurance or general financial advice, Partners in Planning(PIP) 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.

Value of Advice

Making the right decisions about your financial future is so important. Sound financial planning can help you achieve your short and long-term goals.

Read More

Why Choose PIP?

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...

Read More


"Paul and the team where great, they went beyond any other insurance advisor we have used in the past ."

T.Moughanie ,Brunswick VIC

Read More

Investments : Where do I start

For you and many other Australians, a secure financial future is a top priority. Why? Because financial security brings choice. And choice allows you to achieve your goals, live your

Read More

Retirement Planning: Where to start

How to get ready for retirement You are likely to spend more than 20 years in retirement. Don’t leave things to chance; you’ve earned it, so don’t lose it. Retirement

Read More

How much is enough in Retirement

How much super does a retiree really need to live comfortably? One of the most common questions we see as our clients start thinking about retirement is how much super, or

Read More

Insurance : Can my Super pay

A super way to insure An essential part of every financial plan is having personal insurance.  But it’s also important to make sure you purchase it in a tax-effective way.

Read More