Financial Services Partners

Excellence in financial planning begins with high ideals

Financial Services Partners is an organisation formed from a unique and inspired vision. It is a vision which drives our thinking, our actions and is focused on delivering genuine value to our clients.

We are now recognised as the second largest non-institutionally owned Financial Planning Dealership in Australia.

The rate of change in investment opportunities, legislative environment and technology presents a challenge that will test those without the right commitment and resources. Financial Services Partners embodies a progressive, pioneering and passionate spirit that thrives on this challenge.

Formed in 1999, we are a non-institutionally owned Australian Financial Services licensee with over 150 planners located all over Australia. Our planners own 50% of the organisation and without the constraints of large institutional control, our attitude and philosophy are founded on the highest of ideals in the service we provide and the professional standards we uphold.

Our strategy to earn your loyalty

We have developed a culture of innovation as an essential ingredient to earn your loyalty. From this innovation springs the creative drive to find better solutions for clients and achieve results beyond expectations. We recognise that anything less does not deserve your business.

Excelling at what we do is only half the story. Earning your loyalty also means communicating with you clearly and consistently to build your confidence and trust and to learn more about your aspirations. We are committed to fulfilling this mandate vigorously, so that you have a fuller appreciation for how well your plans are performing and to ensure that we keep our service as flexible and responsive to your needs as possible.

In the end, financial planning can only ever be of real value if it serves the greater need for total lifestyle enhancement. Toward that aim, we will always strive to tailor our services to take your total lifestyle into account. That means understanding where you want to be in five, ten or twenty years and being aware of what you believe are the important milestones of success in life.

Experience the difference

Financial planners use a process that helps you take a 'big picture' look at where you are and where you want to be financially. Using this process, we invite you to come and share your investment goals. By determining your life stage and your attitudes to investment risk, we can determine an appropriate investment strategy. Full details of the services that we offer, and the associated costs, are contained in the Financial Services Guide that you must read prior to accepting any personal financial advice. Please take the time to review this document, to determine the areas in which our service solution can help create a secure and prosperous future for you.

Our services: