Financial Planning

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

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?

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.

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

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.

Vikram Chopra

CFP®, B.Econ, B.Fin, GDip FP

Partner & Financial Adviser
Authorised Representative No. 1006099

“I aim to give people peace of mind by being a trusted adviser for all their financial needs.”

More Information
CONTACT

M: +61 417 816 071
E: vikram@pfgl.com.au

 

EDUCATION AND QUALIFICATIONS
  • Bachelor of Economics
  • Bachelor of Finance
  • Graduate Diploma of Financial Planning
  • CERTIFIED FINANCIAL PLANNER®
EXPERTISE
  • Retirement Planning
  • Superannuation
  • Investment Structures
  • Asset Allocation
  • Budgeting and Cashflow Management
  • Life and Disability Insurance Advice
  • Wealth Protection
  • Insurance and Risk Management
  • Debt Management
EXPERIENCE
  • Private Wealth Management
  • High Net Wealth Individuals
  • Tax Structuring
  • Complex Investment Structures
  • Succession Planning
MEMBERSHIPS AND ASSOCIATIONS
  • Financial Planning Association of Australia (FPA)

Hao Min

M.Comm(App Fin), GDip GWM, B.Econ, AFP®

Partner & Financial Adviser
Authorised Representative No. 1004794

“I have had the privilege to provide guidance to clients in meeting their financial planning needs. With mutual trust and appreciation, I will continue the journey with them and help transform their financial future.”

More Information
CONTACT

M: +61 424 606 886
E: hao@pfgl.com.au

 

EDUCATION AND QUALIFICATIONS
  • Master of Commerce (Applied Finance)
  • Bachelor of Economics
  • Graduate Diploma in Global Wealth Management
  • Self Managed Superannuation Fund Accredited
  • Margin Lending and Geared Investments Accredited
EXPERTISE
  • Retirement Planning
  • Superannuation
  • Social Security
  • Asset Allocation
  • Self Managed Superannuation Funds (SMSFs)
  • Budgeting and Cashflow Management
  • Wealth Accumulation
  • Investment Structures
  • Insurance and Risk Management
EXPERIENCE
  • High Net Wealth Individuals
  • Tax Structuring
  • Complex Investment Structures
  • Succession Planning
MEMBERSHIPS AND ASSOCIATIONS
  • Financial Planning Association of Australia (FPA)

Stuart Lenton

DFP, ADFP

Partner & Financial Adviser
Authorised Representative No. 1005886

“I am passionate about helping people make important decisions today, to build their retirement lifestyle of the future.”

More Information
CONTACT

M: +61 412 218 349
E: stuart@pfgl.com.au

 

EDUCATION AND QUALIFICATIONS
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
EXPERTISE
  • Retirement Planning
  • Social Security
  • Superannuation
  • Investment Structures
  • Wealth Protection
  • Budgeting and Cashflow Management
EXPERIENCE
  • High Net Wealth Individuals
  • Tax Structuring
  • Succession Planning
MEMBERSHIPS AND ASSOCIATIONS
  • Financial Planning Association of Australia (FPA)
Investment advice and debt management
planning out your financial future
business protection and contingency planning
Superannuation advice

Contact

Suite 1, 15 Fullarton Road, Kent Town, South Australia 5067

General Enquiries
E: admin@pfgl.com.au

Vikram Chopra
M: +61 417 816 071 | E: vikram@pfgl.com.au

Hao Min
M: +61 424 606 886 | E: hao@pfgl.com.au

Stuart Lenton
M: +61 412 218 349 | E: stuart@pfgl.com.au

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