Our Financial Planning Partners

We work closely with P3 Financial Planning, whose office is located on the next floor up from us. So closely, in fact, that our partners are also partners in P3. And we’re clients. That’s how much we believe in the importance of getting expert advice on investments, insurance, aged care and finance. They work for agreed fees, not commissions - so their clients pay for strategic advice, not for the fluctuations in investment markets.

If you already have a financial planner who you’re stoked with, that’s really cool – we’ll work with them, and we won’t pressure you to change to our guys.