MenuPeter Bailey CFP®
About Me
Planning Partners is a boutique financial planning firm located in the inner Eastern suburbs of Melbourne. Pete continues to provide astute advice to a wide range of individuals in the areas of tailored portfolio management, superannuation strategies, estate planning and debt management. In conjunction with an extremely proficient implementation team, Planning Partners will develop a tailored financial strategy and ensure that it continues to remain relevant.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years -
Licensed By Planning Partners Pty. Ltd.
