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.

Trusted Financial Advisory Services in Melbourne, Geelong, Sheparton, and Cobram

When it comes to securing your financial future, look no further than PTPs. As one of the leading financial advisory firms in Melbourne, Geelong, Shepparton, and Cobram, we offer a wide range of services, from retirement financial planning to investment strategies, all guided by expert chartered financial planners.

Our Services

Retirement Financial Planning

At PTPs, we understand the importance of a well-planned retirement. Our specialised retirement financial planning services are designed to help you achieve your retirement goals. Our team of experienced chartered financial planners will work closely with you to create a tailored plan that ensures a comfortable and secure retirement.

Investment Planning:

Maximising your financial growth through smart investments is our priority. Our knowledgeable advisors can assist you in creating an investment strategy that aligns with your financial goals and risk tolerance. We’ll guide you through various investment options to make informed decisions for your future.

Self Managed Super Funds (SMSFs)

Our experts are well-versed in Self Managed Super Funds (SMSFs). Whether you’re considering setting up an SMSF or need advice on managing your existing fund, our team can provide comprehensive guidance to help you make the most of your superannuation.

Life Insurance & Income Protection Insurance

Protecting your loved ones and securing your income is essential. Our advisory services include helping you choose the right life insurance and income protection insurance policies to ensure your family’s financial well-being during unexpected situations.

Why Choose Us?

Expert Chartered Financial Planners

Our chartered financial planners are highly qualified professionals with extensive experience in the industry. They stay updated with the latest financial trends and regulations to provide you with accurate and up-to-date advice.

Tailored Solutions

We understand that every individual’s financial situation is unique. Our solutions are customised to your specific needs, ensuring that your financial strategy is aligned with your goals and circumstances.

Local Presence

With offices in Melbourne, Geelong, Shepparton, and Cobram, we have a deep understanding of the local economic landscape. This enables us to offer advice that takes into account the specific opportunities and challenges of your area.

“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.”