• OVER 45 YEARS OF GIVING ADVICE

    John Casey has been giving advice since 1967.

  • SMALL AND PERSONAL

    We are based in Loganholme with easy parking and an open door approach.

  • QUALITY ADVICE AND SERVICE

    Our mission is to give you superior service while guiding you life's challenges.

Welcome to Partnership Planning

Our Mission Statement

To take care of your Longevity Risk, Investment Risk, Spending Risk and Heath Risk's so that we can assist you to make your way through the many challenges that life brings to the table.

Who is Partnership Planning

Partnership Planning is a locally based financial planning practice that prides itself on giving quality advice while building strong long term relationships.

The practice principle, John Casey, is a Certified Financial Planner having been in business since 1967.

Our Advice includes Superannuation and Retirement Planning, Investment and Wealth Creation along with personal and Business Insurances.

We are a locally based business based in Shailer Park and we invite you to visit our offices at Shop 23/60 Bryants Road Shailer Park Qld.

You will find our staff friendly, helpful and courteous, they would be happy to arrange an appointment with John. If you would like to ‘have a chat’ about where your future is heading, then drop in or give our office a call on (07) 3806 4449.

Help We Can Help You at Partnership Planning

John, not only being a CFP is an authorised representative of Charter Financial Planning, a part of the AMP group.

As part of your insurance, investment and superannuation needs, we are here to assist you in planning your future needs and taking the mystery out of financial planning advice. We can talk to you about a broad range of areas including:

  • Guidance on budgeting and goal setting
  • Savings and wealth creation strategies
  • Investment planning
  • Superannuation planning
  • Pre-retirement planning
  • Retirement planning
  • Estate planning considerations
  • Centrelink planning
  • Risk and insurance analysis
  • Business succession planning
  • Salary packaging advice
  • Gearing strategies

Please contact our offices between the hours of 8.30am to 5.00pm Monday to Friday should we be able to help you on your financial journey.

What Makes Us Different

In a fast moving world the old fashioned form of personal contact has been lost by so many organisations. Partnership Planning prides itself on making you feel comfortable while demonstrating how we can help guide you through planning your financial wellbeing.

The subject of financial planning and insurance may seem very daunting but we will provide you with the information and care to help you make the right decisions.