Partners in Planning

Reviews of Partners in Planning

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  Pietro Sciotto Added December 29, 2023

  ★ ★ ★ ★ ★
  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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  Lara Cachia Added December 27, 2023

  ★ ★ ★ ★ ★
  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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  Tyson Maschler Added December 15, 2023

  ★ ★ ★ ★ ★
  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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  Barry Hodge Added December 07, 2023

  ★ ★ ★ ★ ★
  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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  Leanne Kohler Added December 04, 2023

  ★ ★ ★ ★ ★
  Paul, was very informative and helpful in his advice for what was required for us
  to have a successful transition into age retirement. Highly recommend him as a Financial Planning Adviser.

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About Partners in Planning

Independent Financial Planning