Retirement Planning Partners Financial Services

FEDERAL BUDGET BRIEFING RESERVATIONS – 9th APRIL – RESERVE YOUR SEAT HERE

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.

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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 & Director, Adv Dip FS   (Financial Planning)


Josh Mashman
SMSF Specialist Adviser, BBus, Adv Dip FS (Financial Planning), C.dec


Adam Lomas
Master of Financial Planning, BCom, Adv Dip Share Trading & Investments


Raelene Corbitt
Client Services
Manager


Tom Davies
Associate Adviser
Post Graduate Diploma of Financial Planning

Read more about the team and Retirement Planning Partners here

GOOGLE REVIEWS & COMMENTS

Retirement Planning Partners Pty Ltd
4.8
Based on 9 reviews
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beth weil
21:48 25 Sep 20
Thank you John and Josh you are such a professional team and you have done an excellent job for me with my superannuation and financial planning
Kerrie Klose
03:43 25 Sep 20
We were so pleased, and relieved, to be able to move our SMSF advice arrangements over to John and Josh when they started RPP. They offer no nonsense, easy to follow, quality advice on a timely basis which takes all stress out of managing super ourselves and leaves us free to really enjoy our retirement in the knowledge they 'have our backs'. Highly recommended.
erin parkes
23:49 24 Sep 20
Staff are always competent ,friendly,knowledgeable and very helpful.I feel very confident that we are in great hands and my portfolio is safe.My portfolio has steadily increased during this COVID pandemic which is a great comfort for us..Highly recommend this organisation.
Gail Casey
00:35 24 Sep 20
My husband and I were ready to retire and we were very overwhelmed by what we should be doing with our super. On recommendation we had a meeting with Josh and John.Our experience with Josh and John was everything we were looking for. They gave us a lot of their time to get to know us to find out the best possible plan that we would be happy with. They explained everything to us in simple terms that made it essy for us to follow and understand.We have been with them now for two years. They are always there to answer any questions and help and advise when ever needed.Josh keeps in touch to let us know of any changes that we may need to look at. We also have a review once a year with them. We highly recommend Retirement Planning Partners.
Jennifer Niebour Pott
05:07 23 Sep 20
I was advised to find a financial planner. I had no idea where to start, I was given suggestions and had some interviews one of these was with Josh Mashman. My friend of several years had always talked about her planner, who she had followed from a previous company and did not want anyone else but Josh. It was when she mentioned she had an appointment in Robina that I connected the dots. Since that time I can say I am more than happy with selecting Josh Mashman as our financial planner, especially during this year of Covid-19 2020.
Karen watson
04:59 23 Sep 20
The advisers of Retirement Planning Partners Josh and John are the most helpful and professional consultants I have dealt with. The effort they put into identifying my needs and plans is greatly appreciated as they guide and direct me to really exploring what my future needs could be, they make me think about what is possible. The explanation re the investment proposals to achieve the identified goals is clear and delivered with patience and understanding, I feel comfortable to ask any question as nothing is too simple.Josh communicates regularly and clearly keeping me up to date with all aspects of the management of my portfolio. If I have any queries there is no hesitation in responding to phone calls which is reassuring and follow up face to face appointments if necessary.I have been very pleased with the returns on my investment port folio over the years and trust Josh and John with the management of my superannuation funds.I can highly recommend the advisers of Retirement Planning Partners for their personal attention to my financial needs.Karen Watson
Raymond Marendaz
01:34 23 Sep 20
Having known Josh and John for many years that has cemented a complete trust in the very professional and unquestionable integrity.The Partners have assisted me and my wife with sound and understandable financial advise and an excellent retirement portfolio.My Wife and I would hesitate to recommend their wide financial servicesRay and Carleine Marendaz
More reviews

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.