Partners in Planning - Cheltenham (VIC)

5 /5 Tyson Maschler: I had the pleasure of Paul Pellegrino and his team, look after my Financial Planning / Super for over four years. He is fantastic to work with. Always punctual, very reliable and good at explaining all the products available and which ones was best suited to my needs. Nothing was ever too much trouble for Paul and he always helpful to my provide me with professional advice and confidential when dealing with financial matters, which is important.

5 /5 Robert Wise: Paul has been my financial planner for many years. Hes someone I trust as an adviser and as a person and I have referred my family and friends to him. I can always rely on Paul to give me the right advice and look after my best interests.

5 /5 Barry Hodge: Paul guided me throughout my financial transition into retirement and his advice with regards to superannuation was critical to a successful set up for my future. I thought I knew what I was doing but under Pauls guidance I achieved a far better outcome and avoided pitfalls that would have cost me dear. Paul and his team have always responded promptly, professionaly and efficiently in a friendly open manner. Paul made you feel like you could ask any questions regardless of how dumb you may think they are and always explained clearly his answers in terms you could understand. I would not hesitate to recommend Paul and his team to anyone.

5 /5 Lara Cachia: Since meeting with Paul to have my personal insurances and financial position assessed, I have not hesitated in recommending his services to colleagues, family and friends. His professionalism, wealth of experience and subject matter knowledge put me at ease throughout the process. I have no doubt the advice I received, and consequently the strategies Paul has seamlessly implemented on my behalf are suited to my circumstances, and will hold us in good stead for the future.

5 /5 Leanne Kohler: Paul, was very informative and helpful in his advice for what was required for us to have a successful transition into age retirement. Highly recommend him as a Financial Planning Adviser.