James Hicks

James is a partner at Partners in Planning, an independent financial planning firm built around the belief that not all financial planners are built the same.

James holds:

• Bachelor of Commerce (Finance),
• Master of Applied Finance
• Graduate Diploma in Financial Planning, and is an
• SMSF Specialist Adviser.

His approach is centred on providing clear, strategic advice that helps clients make confident financial decisions, without being influenced by product providers or commissions.

About Partners in Planning

Partners in Planning is an independent, fixed-fee financial planning practice.

The firm was established to offer an alternative to the traditional product-driven model of financial advice. Rather than being paid based on how much a client invests or which products they use, Partners in Planning focuses on the advice and strategy itself.

We work with clients across areas including retirement planning, superannuation, investments, personal insurance and broader wealth strategies, with a strong focus on protecting both their financial position and lifestyle.

Our independence means our recommendations are driven by what we believe is appropriate for the client - not by ownership arrangements, product incentives or commissions.

We pride ourselves on being small enough to provide genuinely personal advice and long-term relationships, while having the experience and capability to support our clients for the long haul.