About Us What We Do News & Insights Join Our Team Contact
Linkedin Facebook Twitter

Platinum Financial Planning was established in 2004 with the desire to operate an independent financial planning firm with absolute integrity and transparency at its core.

Platinum has always been about more than financial advice. We’re chosen by people and businesses who value experience, honesty and a personal approach to long term prosperity.

Our fundamental principle is to provide our clients with quality financial insight to ensure that they are in an informed position where they fully understand how they are going to achieve their financial goals. Simply put, we use insight to empower and improve lives. We believe that the more knowledge we share, the more empowered our clients will become.

Reflecting on the past two decades and the changes during this time, we felt it was important to update our brand to better represent the company that Platinum is today and make sure it embodies each of our core values of being professional, invested, trusted and always improving.

We as a firm are always striving to be industry leaders and recognised experts within the financial advice market, delivering unparalleled levels of service to our clients.

We have grown significantly as a company and in 2020 we were delighted to introduce Platinum Chartered Accountants to our brand in a strategic partnership to provide our clients with a holistic financial offering.

For us, our brand is more than just a logo. It portrays who we are as a company, what we value and what we represent.

Our brand has been shaped by the people that work at Platinum, and through engagement with our clients. It is a celebration of who Platinum is today, and who we aspire to be in the future.

Sign up to newsletter

Email communications are not secure and for this reason, Platinum Financial Planning Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy policy.