Why We Are Different

Built for excellence. Built for the long haul.

It might be easy to think that all financial planning firms are similar.

The truth is that firms and clients are like snowflakes, no two are alike!

We’ve invested a vast amount of thought and energy into structuring our firm to be unique – and better.

We are built to:

  • Turn intellectual ferocity, loyalty and passion into a phenomenal experience for you.
  • Do everything we can to eliminate conflicts of interest.
  • Maximize transparency, relationships and continuity.


At Platinum Financial Planning we believe in the power of conversation. We know that every client is unique and there is no generic solution.

If you like the sound of what we’re doing, and are looking for sound professional financial advice, what are you waiting for? Let’s start a conversation.

What we do.