Trusted
Financial Planning
Since 1990
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For over 35 years, Partners in Financial Planning has guided individuals, families and business owners towards lasting financial confidence through independent, personalised advice.
From retirement and investment planning to estate planning and wealth protection, we create tailored strategies designed to help you achieve your financial goals with clarity and peace of mind.
Led by Certified Financial Planner® Gordon Shaw, we are committed to building trusted, long-term relationships founded on integrity, expertise and personal service.
Investment Planning
We create tailored investment strategies with appropriate product structures to
help you grow, protect, and manage your wealth with confidence, aligned to your unique goals and risk profile.
Is your money working as hard for your future as you are today?
Risk Planning
We help protect your income, assets, and loved ones through personalised risk solutions designed to provide financial security when life is unpredictable.
If the unexpected happened tomorrow, would your family be financially secure?
Estate Planning
We work with you to structure your estate efficiently, ensuring your wishes are honoured and your legacy is preserved for future generations.
Have you decided what legacy you want to leave behind?
Business Planning
We help businesses build sustainable futures through tailored group retirement solutions, employee benefits, succession planning, and risk management strategies.
Are you doing enough today to secure the future of your business and your employees?
Why Choose Partners in Financial Planning?
Independent Advice
Client-First Approach
Proactive Financial Planning
Long-Term Partnership
We take the time to understand your goals, circumstances and priorities before creating a personalised financial plan. From growing and protecting your wealth to preparing for retirement, providing for your family and planning your estate, we help you make informed financial decisions with confidence.
Through independent advice, proactive planning and ongoing support, we keep your financial plan aligned with every stage of your life.
Plan with confidence. Protect what matters.
