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  Tel: 03 8508 7800  Fax: 03 9500 1386
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About Partners

 PARTNERS' is a Financial Planning and Investment practice that works with clients and their accountants to achieve financial solutions that enables them to lead the lifestyles they choose.
Our approach to financial planning and investment advice follows a structured format. This provides clients and investors with the comfort of knowing their investments are structured and selected in a fashion that considers not just the raw investment return, but the effect both income and capital gains tax will play on the ultimate return.

Our services cover a range of areas within Investments, Superannuation (including Self Managed Super Funds) and Insurance.

PARTNERS Advisors are Authorised Representatives of Charter Financial Planning Limited, Australian Financial Services Licensee Licence Number 234665. Charter Financial Planning (Charter) is one of Australia's largest and most successful financial planning institutions. Charter's financial advisers are governed by legislative controls and strict industry guidelines that ensure you receive the right financial advice for your needs and lifestyle.

 

 

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Learn more about the Partners advce model

Partners investment approach, learn more ...

Our portfolio returns... you'll be pleasantly surprised!