MenuMartin McIntosh CFP®
About Me
Planning Partners is a boutique financial planning firm located in the inner Eastern suburbs of Melbourne. Martin continues to be successful in providing astute and proactive advice to a suite of private clients largely comprising executives and business owners.Tailored portfolio management, strategic wealth creation, succession planning (family and business), estate planning and philanthropic strategy are key among the broad offerings at Planning Partners.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 28 Years -
Licensed By Planning Partners Pty. Ltd.
