We use insight to empower and improve lives.
How we can help
We are a leading firm of Independent Financial Planners and Wealth Managers with significant experience advising individuals, businesses and partners on all aspects of their financial planning needs.
Our approach is based on deep insight – of the financial advice market and our clients’ specific circumstances and aspirations. We are known for a no-nonsense, helpful, and completely transparent service and our advice is always impartial, untainted by product bias and free from corporate agenda.
Platinum was established in 2004 with the desire to operate an independent financial planning firm with absolute integrity and transparency at its very core. During that time the team has grown significantly, providing advice to individuals, businesses and partners across the public and private sector. We are a team of knowledgeable, caring, warm, and accessible professionals who use insight to help our clients make the right financial decisions.
Insight drives everything we do, which means you’ll benefit from a wealth of financial expertise delivered by trusted professionals who’ll really get to know you.
We have a very client-focused and completely independent perspective to offer clients, and an unrestricted, fully accessible service.
This has quickly earned the firm a reputation of professionalism, reliability, and insightfulness.
If you would like peace of mind around your financial plans, we are invested in helping you get there.
What our clients say
Client survey results
Your point of view matters, so when clients just like you shared their opinions on their experience with us, we were delighted with what they said.
Meet the team
If you need a trusted professional who’ll take the time to understand you and your situation, speak to any member of the Platinum team today.