WHY WE FIRMLY BELIEVE IN OUR MOTTO ‘NOT ALL FINANCIAL PLANNERS ARE BUILT THE SAME’.
We are a proud, independently owned firm. This means that we are in a position to make recommendations to clients that are driven by our client’s best interests, and not dictated by corporate mandates.
Our client’s best interests are our best interests.
Partners in Planning was founded out of a need to provide client focus advice (opposed from the traditional bank ‘product’ sell) .