Retirement Planning Partners are proud sponsors of community radio station 4CRB and the National Seniors Australia – Robina Branch.
Retirement Planning Partners Pty Ltd is a fee for service financial planning firm based on the Gold Coast.
Our fee is based on the complexity of your needs and the advice you require, not the amount of money you are investing.
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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
Client Services
DipFinPlan, GradCertFinPlan
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?
At Retirement Planning Partners we offer a FREE INITIAL MEETING with one of our experienced financial planners so that you can understand your financial position without feeling pressured. Phone our office on (07) 5593 0005 to book in your obligation free appointment.
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.