Our Planner Pty Ltd
Financial Services - Gold Coast, Queensland, Australia
Our Planner Pty Ltd Employees
Our Planner Pty Ltd Details
Our Planner is a privately owned integrated financial planning firm, committed to providing a fresh perspective in regard to your financial goals by delivering relevant and professional advice, education and expertise. Our Planner offer services and products for the following areas;• Home loan & mortgage debt reduction strategies• Tax minimisation strategies (accountancy based)• Personal Insurance (Life, TPD, Income Protection & Trauma)• Superannuation & SMSF• Financial Planning (General Scope)• Investment Advice• Retirement PlanningReceiving appropriate financial advice can be a positive and life changing event, though finding a professional financial adviser that suits your needs and requirements can be difficult.Our Planner prides itself in ensuring that you, the client, are educated at every stage of the process, to the point where you are able to make calculated decisions yourself. Our policy is simple; understand the client!At Our Planner, we ensure absolute transparency. Meaning, no hidden fees or costs, you the client is informed of our entire service all fees if applicable before entering into any arrangement with us. Our ongoing commitment to you includes access to our dedicated team of financial professionals, high quality tools and advice with regular reviews and monitoring giving the best possible chance of achieving your financial dreams.
