About us
We know wealth,
we know people
Platinum Financial Planning has always been about more than financial advice. It was founded in 2004 with the belief that the successful management of wealth requires an understanding of finance but is rooted in an even deeper understanding of people. It is about understanding our clients and recognising the trust they place in us.
Why the name
Platinum?
There is more to platinum than meets the eye. You probably know it is one of the rarest elements in the world, and you might even be aware of its tarnish-free reputation. Less well known is its stability and flexibility; it is the most ductile material on Earth.
The official metre stick and kilo weight measures are both made from pure platinum, making it one of the most trusted substances in existence. And it is hard-working too, as a crucial component in every car’s catalytic converter.
Look beneath platinum’s shiny surface, and you will discover a wealth of useful yet largely unknown qualities. Unless, of course, you happen to be one of our clients, in which case all of this will already be reassuringly familiar.
Our vision
We use insight to empower and improve lives
Our fundamental goal is to provide our clients with quality financial insight to ensure they are in an informed position where they can fully understand how they are going to achieve their financial goals.
We believe that the more knowledge we share, the more empowered our clients will become.
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.
