About Premier
Our Approach
Quality, comprehensive financial advice, tailored to your goals.
It starts with your goals
Our approach is simple: provide quality, comprehensive financial advice that is tailored to each client’s individual goals, needs and objectives.
We believe goal setting is the foundation of purpose-led financial advice. Before recommending strategies or products, we take the time to understand what is important to you — where you are today, where you want to go and what you want your financial future to look like.
From there, we work with you to develop a clear and considered financial plan designed around your goals. As your circumstances and priorities change, we continue to work alongside you, adapting your plan to help keep you on track.
For us, financial planning isn’t about providing a one-size-fits-all solution. It’s about understanding the person behind the numbers and providing advice that is relevant to your life, your goals and your future.
How it works
From your first discovery appointment through to implementing your advice and ongoing reviews, we walk you through every step so you always know what comes next.
See our processMeet our advisers
Robert Morris
Director | Certified Financial Planner
Robert founded Premier Financial Planning in 2010 after leaving ANZ, where he worked as a Regional Financial Planner. As a Certified Financial Planner®, Robert brings extensive experience to his role.
Meet the team
Troy Bartlett
Director | Financial Planner
Troy commenced as a financial planner in 2014, specialising in risk insurance. He became a Director of the business in 2017. Working alongside Robert, he has expanded his scope to cover all areas of advice offered by PFPIS.
Meet the teamLet’s talk about your goals
Every plan starts with a conversation. Book an initial appointment and we’ll let you know if we’re the right fit to help.