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About Me

Foundation Partners actively pursues the ideals of the Boutique Practice and sets out to swim against the tide of the One Stop Shop approach. Time has shown that the concept of offering all forms of Financial Planning within one firm is not efficient, (although originally a noble idea). Often the reality is the provision of non-specialised, un-personalised advice of a very general nature.</p>With this in mind Foundation Partners was launched back in 1998. The very name of the practice was to emphasise the ideals of partnership with our clients, in order to provide specialised and tailored advice in the complex area of Protection Planning.

Areas of Focus

  • Life/personal insurances
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Millennium 3 Financial Services Pty Ltd