Find Out Exactly When You Can Retire With a $500k+ Freedom Fund
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We Build Retirement Plans That Let You Breathe
Get a clear, personalised roadmap for your super, income, tax, and Centrelink strategy, so you know exactly what life can look like after work.
“We can just relax and enjoy our retirement”
Nadmine & Christine now enjoy retirement without having to check their accounts every night, knowing they are looked after so retirement finances are never a worry again.
“Paul’s protect, plan, prosper approach gave us real confidence about our future.”
Before meeting Paul at Partners in Planning, Matt and his family hadn’t really thought deeply about their super or long-term financial security. Now, with a clear protect–plan–prosper strategy in place, they feel confident, secure, and focused on building lasting prosperity for their family.
4 Steps To Stress-Free Retirement
So you never have to worry about retirement finances again...
Free Retirement Clarity Session
We start with a relaxed conversation to uncover what retirement really looks like for you - your lifestyle goals, income needs, and what’s keeping you up at night.
The Financial X-Ray
We break down your super, investments, and cash flow to show exactly where you stand today - and reveal gaps or hidden opportunities most people never see.
The Strategy Blueprint
You’ll see a clear, easy-to-follow plan built around your ideal lifestyle - how to maximise income, reduce tax, and protect your wealth for decades ahead.
Done-For-You Implementation
We turn your strategy into action, managing the moving parts so you can stop worrying about money and start focusing on living the retirement you’ve worked for.
Discover the Difference
The Old Way vs. The [Your Solution/Service] Way
Traditional methods of [describe the process or field, e.g., lead generation, customer onboarding] can often be time-consuming, inefficient, and costly. With [Your Solution/Service], we’ve transformed the process to be streamlined, effective, and designed for results.
Manually sorting and responding to emails
AI automatically categorizes and responds to routine emails
Constantly scheduling meetings manually
AI handles scheduling and rescheduling, saving you hours
Spending time organizing data and files
AI organizes your data and retrieves it in seconds
Tracking projects manually with spreadsheets
AI tracks project progress and sends automatic updates
Writing repetitive reports by hand
AI generates reports based on real-time data
Discover the Difference
The Old Way vs. The [Your Solution/Service] Way
Traditional methods of [process or field, e.g., data analysis, customer engagement, lead generation] are often slow, manual, and expensive. With [Your AI Solution], we automate and optimise the process—delivering faster, smarter, and more cost-effective results.
Old Way
New Way
Manually sorting and responding to emails
AI automatically categories and responds to routine emails
Constantly scheduling meetings manually
AI handles scheduling and rescheduling, saving you hours
Spending time organising data
and files
AI organizes your data and
retrieves it in seconds
Tracking projects manually
with spreadsheets
AI tracks project progress and
sends automatic updates
Writing repetitive reports
by hand
AI generates reports based on
real-time data
Manually handling client communications
AI automates customer interactions for smoother communication
General Advice Warning: Any information shown on this website is of a general nature and does not take into account your personal finances, circumstances or goals, please consider your own situation & life circumstances / speak to our professionals before making any decisions.
Paul Pellegrino (339592), James Hicks (1302255) and Partners in Planning Pty Ltd (405541) are Authorised Representatives of A Partner in Planning (Aus), the Licensee who is responsible for his advice. Paul Pellegrino & James Hicks are authorised to provide the same range of financial products services as A Partner in Planning (Aus) is licensed to provide.