Partnership Advisory

The Partnership Advisory story was born in 2023 but dates back to 2006. We all started our individual journeys in the Financial Planning industry within Westpac & BankSA Financial Planning.

Over the last two decades, while practicing financial services, we have navigated and overcome many business challenges together. Our like-minded values of trust and integrity are at the centre of every decision we make personally and professionally with our clients.

At Partnership Advisory our vision is to continue being client-centric in everything we do. We believe this approach will lead to our client’s financial betterment now and well into the future.

As the industry continues to evolve, so does our desire to enhance the way we look after our clientele. We are very excited to write this new chapter at Partnership Advisory with you.

Services

Exploring your goals, understanding where you are financially and planning out your financial future
Planning your money (including budgeting, cashflow advice and debt management)
Understanding your protection needs (including personal insurance, business protection and contingency planning)
Investment advice (including regular contribution plans and gearing strategies)
Superannuation advice (including self-managed super funds)
Pre and post retirement planning
Estate planning (financial planning)
Social security and Centrelink advice
Exploring aged care options with you and your family
Tax-effective strategies

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Step 1

We will get to know you and your world

We will discuss your life, finances and future to help you understand:

What’s important to you and your family?
Where are you now?
What are your most urgent needs?
What would you like to achieve in the future?
What’s your current investment experience and attitude?

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Step 2

Explore your options

We will assess your situation and investigate options that may be appropriate for you.

Create a plan for you to consider

There are quite a few financial advice strategies that we could present to you. Yours will be tailored to help you achieve your goals and objectives.

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Step 3

Put your plan into action

The idea is to make it as easy for you as possible, including:

Set up new investments or transfer existing ones
Roll over your superannuation accounts
Establish regular investments or superannuation contributions
Establish insurance policies

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Step 4

Help keep you on track

We can provide you with ongoing advice which gives you confidence that your plan can change with you.

Regularly review your plan

Depending on your ongoing advice service, you might want to meet with us once or twice a year to review your plan based on changes to your situation, legislation and the investment markets.