Financial Planning

Map out your financial plan today

Our advisors work with you to help you reach your goals.

Whether you are just starting out, building momentum with your finances or reaching retirement, we can help you and your family achieve your financial and lifestyle goals for every stage of your life.

Partners Teamwork

Partners Teamwork is a collaboration between Teamwork Accounting and Partners Wealth Group, one of Australia’s leading business and financial advisory groups.

Together, we provide you with complete wealth building solutions that cover financial planning, legal, property, superannuation, tax, investment, and lending.

When you work with a Partners Teamwork financial advisor, you will understand:

  • where you are now,
  • where you want to go, and
  • how we’ll work together to get you there.

Your advisor becomes your project manager, advisor, coach, and educator every step of the way, helping you manage your financial resources so you can achieve your lifestyle goals.

Feedback from a Satisfied Financial Planning Client

"Over several years Phil and I have come to know Eric as a friendly, personable, trustworthy and efficient accountant. He has always provided us with effortless taxation meetings and pleasing outcomes.

Feeling a sense of trust in financial affairs is very important to us and recently Eric referred us for Financial Planning to his partners in Financial Services to assist our retirement planning and we are very pleased with this outcome also.

Many thanks Eric for your services, friendship and support."

Jenny and Phil Aitken

Financial Planning Services

Don’t plan for now. Plan for the rest of your life. Our financial planning services cover all aspects of your life and business, including:

  • Property
  • Superannuation
  • Tax
  • Investments

For more information view the Financial Services Guide.

Your Advisors

Robert Hand

Rob Hand
Senior Financial Advisor, Ad.Dip.FS (Financial Planning)

Rob provides an array of expert financial knowledge, with a track record of delivering complex solutions and strategies that build and preserve wealth. A regular presenter at accounting and client seminars, Rob has quickly established himself as a subject matter expert in SMSFs, investments, tax structures and personal risk protection. Rob works with a diverse client base, including executives, SME business owners and individuals and families requiring holistic wealth management and strategic advice.

Tom Napier

Tom Napier
Financial Advisor, B.Bus (Acct.), Grad Dip FP, AFP®

Tom has over five years’ of valuable experience in the financial services industry. After completing a Bachelor of Business he diverted from the accounting path to pursue his passion for financial planning. Tom is a driven professional who takes great pride in assisting his clients to achieve their financial security and freedom. Creating long-lasting client relationships is as much a priority to Tom as is his ambition to develop a secure and attainable strategic financial plan.

Your Trusted Source for Personalised Accounting and Taxation Advice