Retirement Planning Partners Pty Ltd is an independent financial planning business based on the Gold Coast. We offer a very transparent fee for financial advice service, based on your needs, not the amount of money you have to invest.
We also have our own Australian Financial Services Licence (AFSL) which allows us to provide independent advice, away from the influence of any banks, superannuation funds, insurance companies or other investment organisations.
Retirement Planning Partners are proud sponsors of Gold Coast community radio station 4CRB and have been hosting talk back program Finance Forum for over 10 years. To listen to previous episodes click the Finance Forum link below.
If you would like to organise a meeting or just want to find out more about how we might be able to assist you, please complete your details and we will be in touch soon.
REQUEST A MEETING
Our mission is to provide quality specialist financial advice so that our clients will have confidence and clarity about their financial future.
We want to provide the very best service and as our clients trusted adviser guide them through retirement and enable them to achieve their life goals. We want our clients to never put a limit on their dreams and to be able to look back when they are older with contentment at the financial journey they have been on and the goals that they have achieved.
“Let us worry about your financial future”
John Lomas
Senior Consultant
Josh Mashman
Financial Planner
SMSF Specialist Adviser, BBus, Adv Dip FS (Financial Planning), C.dec
Adam Lomas
Financial Planner
Master of Financial Planning, BCom, Adv Dip Share Trading & Investments
Tom Davies
Financial Planner
Post Graduate Diploma of Financial Planning
Raelene Corbitt
Client Services
Manager
Read more about the team and Retirement Planning Partners here
GOOGLE REVIEWS & COMMENTS
ADDITIONAL CLIENT COMMENTS
“It was so reassuring speaking with you. I have needed someone sensible in whom I have trust! Thank you, thank you, for starting a new company J.”
Thea R.
“My husband was retired and I was planning on retiring soon. We were asking our accountant lots of questions about retirement and he suggested attending the seminars that Retirement Planning Partners were running as he thought they would be able to help us.
We attended a few seminars and realised we had received lots of financial advice over the years for our super but no advice on retirement planning. It was the best thing for us making an appointment to see John and Josh. We went through everything and both John and Josh asked what we wanted and worked on a plan to suit our needs.
What a relief. Not having to stress about how and what to do. We now have a plan for the best possible outcome for us thanks to John and Josh. It is a good feeling knowing that we can call them at any time for their advice if we are not sure about something.
We would highly recommend Retirement Planning Partners. Give them a try, you won’t be sorry you did.”
Garry and Gail C.
“I have been self employed for most of my working life and when it came to retirement, I was looking for a financial planner that would understand my needs and most importantly a team I could trust.
Retirement Planning Partners offered what I was looking for. I needed personnel that I could talk to, work with and who understood me. Our superannuation is something we have worked very hard for, is important to us and is all we have to provide for our future.
We couldn’t be happier with the level of expertise and service offered by John, Josh and the team at Retirement Planning Partners. Both John and Josh have taken the time to explain how to make our superannuation work for us in retirement and offered great customer service from day one.
I would highly recommend Retirement Planning Partners to anyone looking for financial guidance or planning retirement.”
M.R.
WHAT NEXT?
To book an appointment with one of our experienced financial planners please phone our office on (07) 5593 0005 or if you would prefer us to contact you please use the ‘request a meeting’ form at the top of the page so we can get in touch.
All of the information provided is for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information from this website, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.