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Partners in Planning

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Cheltenham, Australia

partnersinplanning.com.au
Financial planner· Consultant· Insurance broker· Life insurance agency· Financial institution· Investment service· Superannuation consultant

Partners in Planning Reviews | Rating 5 out of 5 stars (7 reviews)

Partners in Planning is located in Cheltenham, Australia on 23/347 Bay Rd. Partners in Planning is rated 5 out of 5 in the category financial planner in Australia.

Address

23/347 Bay Rd

Phone

+61 395210010

Service options

Online appointmentsOn-site services

Amenities

Gender-neutral toiletsToilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible liftWheelchair-accessible toilet

Open hours

...
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Barry Hodge

Paul guided me throughout my financial transition into retirement and his advice with regards to superannuation was critical to a successful set up for my future. I thought I knew what I was doing but under Paul's guidance I achieved a far better outcome and avoided pitfalls that would have cost me dear. Paul and his team have always responded promptly, professionaly and efficiently in a friendly open manner. Paul made you feel like you could ask any questions regardless of how dumb you may think they are and always explained clearly his answers in terms you could understand. I would not hesitate to recommend Paul and his team to anyone.

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Elle C

Since meeting with Paul to have my personal insurances and financial position assessed, I have not hesitated in recommending his services to colleagues, family and friends. His professionalism, wealth of experience and subject matter knowledge put me at ease throughout the process. I have no doubt the advice I received, and consequently the strategies Paul has seamlessly implemented on my behalf are suited to my circumstances, and will hold us in good stead for the future.

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Pietro Sciotto

It's refreshing to find a business that still believes in great customer service. Paul and his team have always been prompt, professional and efficient with all our dealings. Paul's knowledge has been exceptional in assisting us to put together a financial plan to assist us with our retirement planning. His help with superannuation and income protection insurance has also given us the peace of mind that we are covered in an unforseen life event. I would highly recommend Paul and his team.

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Tyson Maschler

I had the pleasure of Paul Pellegrino and his team, look after my Financial Planning / Super for over four years. He is fantastic to work with. Always punctual, very reliable and good at explaining all the products available and which ones was best suited to my needs. Nothing was ever too much trouble for Paul and he always helpful to my provide me with professional advice and confidential when dealing with financial matters, which is important.

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Martin Nonino

Excellent service, organized and efficient. Paul has provided with all the information I needed to understand my options. Always available for inquiries, and happy to help.

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Robert Wise

Paul has been my financial planner for many years. He's someone I trust as an adviser and as a person and I have referred my family and friends to him. I can always rely on Paul to give me the right advice and look after my best interests.

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Brian Cachia

Paul is an efficient, prompt, honest and friendly financial advisor – I recommend him to my family, friends and work colleagues at every opportunity as I know he will be able to help them and provide accurate and very good quality advice.

Top 10 companies in Financial planner category in Australia

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