Financial Planning

Financial planning isn’t just about managing your money; it’s about taking charge of your financial future and achieving your financial goals.

Depending on your stage of life, this could be any goal from paying off your mortgage, setting up an educational fund for your children, saving for a car, investing in property, or planning for retirement. Good financial advice from a professional financial planner will help you detail your goals, provide a roadmap on getting there and can be anything from creating a budget, creating an investment plan or choosing the right mortgage to suit your pocket – a certified financial planner can help with all of that.

Being a little smarter about your money can make a big difference in your life. At PTP, we do financial planning differently. We build and provide financial strategies that are entirely custom made to the specific needs, desires, and goals of our clients.

“The longer you wait to take action, the more money you are losing.” – Carrie Wilkerson

Did you know that only 35% of people have a plan in place in case of a financial emergency? This number gets even smaller when looking at savings for goals like retirement or education funds for our children. Financial planning is not all about the future, however – getting good financial advice and putting a financial plan in place can make significant difference to your current situation, as well are preparing you and your family for the future.

Ready for more financial security and independence? Our certified financial planners at PTP can help you reach your financial goals through comprehensive advice, risk management and investment strategies.

What can a Financial Planner help with?

Save Money & Grow Your Wealth

Boost Your Super or Setup SMSF

Build an investment portfolio

Protect your income

Secure a financial future for your children

Your Financial Planner

At 21, Scott Millson was Australia’s youngest certified financial planner. Now, he creates dreams worth fighting for at PTP.

Think of him as your money’s personal trainer. Scott masterminds financial wellbeing strategies then helps set goals so your future is in the best shape possible.

Scott says what he really gives people isn’t advice: “It’s peace of mind to enjoy their life. I hold their hand as they achieve milestones and transition through life stages like retirement.”

Scott Millson CFP

Certified Financial Planner

Secure Your Financial Future

Build Your Own Perfect Foundations

FREE Initial Meeting To Discuss Your Financial Potential
Retirement Financial Planning
Investment Planning
Self Managed Super Funds
Life Insurance & Income Protection
Grow Wealth For Your Future
Ongoing Accountability To Ensure Goals Are Met

Claim Your Free Consult With Scott

Perta Thomson Partners Wealth Management Pty Ltd ABN 51 167 290 931 is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL No. 253125. The Financial Planners of Perta Thomson Partners Wealth Management provide financial advice as Authorised Representatives of Politis Investment Strategies Pty Ltd.

Perta Thomson Wealth Management Pty Ltd does not provide any other service other than those services authorised under the agreements connected with Politis Investment Strategies Pty Ltd.

www.politis.com.au

“This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.”