Who we work with
Our
clients
At Platinum Financial Planning, we work with clients just like you. Specialising in this way means we can focus all our efforts on meeting your needs, through professional, trusted advice.
Individuals – We work with individuals in both the public and private sectors who want to better understand their financial position and make the most of their finances.
Businesses – We help businesses and business owners in a number of areas, such as employee benefits, tax mitigation and business protection.
Partners – We have partnered with a number of organisations that trust us to provide insight to their members and clients.
Whoever you are, you can trust that the support we provide is always given with your best interests in mind.
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.
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.
