Robert Graham
3/16 Nicholson Rd, Subiaco WA 6008, Australia
08 9381 7474
Foundation Partners
www.foundationpartners.com.au
Background
Summary
Foundation Partners actively pursues the ideals of the Boutique Practice and sets out to swim against the tide of the One Stop Shop approach. Time has shown that the concept of offering all forms of Financial Planning within one firm is not efficient, (although originally a noble idea). Often the reality is the provision of non-specialised, un-personalised advice of a very general nature.
With this in mind Foundation Partners was launched back in 1998. The very name of the practice was to emphasise the ideals of partnership with our clients, in order to provide specialised and tailored advice in the complex area of Protection Planning.This includes Life Assurance Solutions,Focus Areas
Bio Alignments
Not institutionally aligned
Education
ADFP - Advanced Diploma of Financial Planning
