Retirement Planning Partners Pty Ltd

The advisers of Retirement Planning Partners Josh and John are the most helpful and professional consultants I have dealt with. The effort they put into identifying my needs and plans is greatly appreciated as they guide and direct me to really exploring what my future needs could be, they make me think about what is possible. The explanation re the investment proposals to achieve the identified goals is clear and delivered with patience and understanding, I feel comfortable to ask any question as nothing is too simple.Josh communicates regularly and clearly keeping me up to date with all aspects of the management of my portfolio. If I have any queries there is no hesitation in responding to phone calls which is reassuring and follow up face to face appointments if necessary.I have been very pleased with the returns on my investment port folio over the years and trust Josh and John with the management of my superannuation funds.I can highly recommend the advisers of Retirement Planning Partners for their personal attention to my financial needs.Karen Watson

Josh and the team at Retirement Planning Partners have been excellent! Clear, detailed, researched information provided so we could make an informed decision.

My husband and I were ready to retire and we were very overwhelmed by what we should be doing with our super. On recommendation we had a meeting with Josh and John.Our experience with Josh and John was everything we were looking for. They gave us a lot of their time to get to know us to find out the best possible plan that we would be happy with. They explained everything to us in simple terms that made it essy for us to follow and understand.We have been with them now for two years. They are always there to answer any questions and help and advise when ever needed.Josh keeps in touch to let us know of any changes that we may need to look at. We also have a review once a year with them. We highly recommend Retirement Planning Partners.

I was advised to find a financial planner. I had no idea where to start, I was given suggestions and had some interviews one of these was with Josh Mashman. My friend of several years had always talked about her planner, who she had followed from a previous company and did not want anyone else but Josh. It was when she mentioned she had an appointment in Robina that I connected the dots. Since that time I can say I am more than happy with selecting Josh Mashman as our financial planner, especially during this year of Covid-19 2020.

Staff are always competent ,friendly,knowledgeable and very helpful.I feel very confident that we are in great hands and my portfolio is safe.My portfolio has steadily increased during this COVID pandemic which is a great comfort for us..Highly recommend this organisation.

We were so pleased, and relieved, to be able to move our SMSF advice arrangements over to John and Josh when they started RPP. They offer no nonsense, easy to follow, quality advice on a timely basis which takes all stress out of managing super ourselves and leaves us free to really enjoy our retirement in the knowledge they 'have our backs'. Highly recommended.

Having known Josh and John for many years that has cemented a complete trust in the very professional and unquestionable integrity.The Partners have assisted me and my wife with sound and understandable financial advise and an excellent retirement portfolio.My Wife and I would not hesitate to recommend their wide financial servicesRay and Carleine Marendaz

Retirement Planning Partners have been an amazing support for my wife and I as we plan for our retirement. Josh is understanding and completely professional, we both always come away from meetings not only feeling listened to and understood but also cared for. We highly recommend Retirement Planning Partners for anyone considering their future.

About 10yrs ago, we were advised by a good to contact John Lomas for a financial plan with our retirement in mind.John helped us reach our goals and now we enjoy a stress free retirement.John Lomas and Josh Mashman with their staff at Retirement Planning Partners are always there to advise with a phone call and reviews throughout the year.We appreciate the support and knowledge they are able to communicate keeping us up to date with our financial wellbeing. We highly recommend John and Josh of Retirement Planning Partners.Thank you for looking after our financesWayne Margaretha Clarke

As a new retiree the advise before and after retirement gave me the confidence and piece of mind that my money matters were all in order for the future ahead.