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Empowering Law Firm Owners with Strategic Financial Advice

At Law Biz Con 2025, we were proud to welcome Partners in Planning as a Silver Sponsor—a company deeply aligned with the needs of progressive law firm owners.

Founded by Paul Pellegrino in 2010, Partners in Planning is a fully independent, fee-for-service financial advice firm operating across Victoria and Queensland. With a strong presence on the Gold Coast, Southport, and Victoria their Southport office puts them close to the heart of the legal community in Queensland, supporting family law matters, estate planning, and property settlement strategy.

Their unique focus on estate-linked financial planning makes them a natural fit for law firms exploring how to scale a law firm by adding complementary, high-value services.

 

What Partners in Planning Offers

Law firm owners who serve clients navigating separation, property division, or estate matters understand the importance of strategic financial guidance. That’s where Partners in Planning excels. Their services include:

• Financial Planning: Long-term strategy development across superannuation, investments, retirement, and tax structuring.
• Insurance Advice: Risk protection solutions tailored to personal and business needs.
• Estate and Succession Planning: Integrated financial plans that work hand-in-hand with wills, trusts, and legal documentation.
• Business Owner Advice: Strategies for succession, asset protection, and financial clarity for professionals and SME owners.

 

Their Estate Division is particularly valuable to law firms looking to extend their offerings or collaborate with trusted financial advisers for client referrals.

 

Independence You Can Rely On

Partners in Planning is known for its genuinely independent model—free from bank or product provider ownership, free from commissions, and 100% transparent in its fee structure.

This makes them an ideal strategic partner for law firm owners who want to ensure their clients receive unbiased, outcomes-focused financial advice—especially in sensitive matters like:

• Divorce or separation
• De facto property settlements in Queensland
• High-net-worth estate planning
• Asset protection and blended family structures

 

By working with a firm like Partners in Planning, legal practices can ensure their clients’ financial futures are as carefully structured as their legal documents.

 

A Strategic Fit for Scaling Law Firms

At Law Biz Con 2025, our focus was on helping law firm owners scale smarter—through systems, services, partnerships, and innovation. Partners in Planning contributed directly to that conversation by:

• Demonstrating how financial advice and legal practice intersect
• Supporting law firm owners with referral-ready strategies
• Encouraging firms to explore estate planning as a scalable service stream
• Offering clarity on succession and business advisory models

 

If you’re looking at how to scale a law firm by adding deeper client services, building strategic alliances, or increasing the value you provide—this is the kind of partner that fits into the future of law.

 

Quick Facts: Partners in Planning at a Glance

Detail	Information
Founded	2010 by Paul Pellegrino
Headquarters	Melbourne, with Gold Coast office in Southport
Services	Financial planning, insurance, estate strategy, business succession
Client Focus	Families, business owners, high-net-worth individuals, legal sector collaboration
Business Model	Independent, fee-for-service, commission-free

 

Why Their Law Biz Con 2025 Sponsorship Mattered

As a Silver Sponsor, Partners in Planning supported a conference built for law firm owners who are ready to grow beyond day-to-day legal work. Their participation showcased:

• The growing demand for cross-professional collaboration
• How legal and financial planning overlap in family and estate matters
• Ways to scale your firm by introducing strategic advisory services
• The importance of independent advice in today’s legal marketplace

 

They offered real-world insights for firms interested in scaling through value, not just volume—making them a perfect partner for the mission of Law Biz Con 2025.

We thank Partners in Planning for their support at Law Biz Con 2025, and for their ongoing commitment to helping law firm owners deliver deeper, more strategic client outcomes.

Couldn’t make it to Law Biz Con 2025? Don’t miss your opportunity to catch up — and get ahead — at Law Biz Con 2026.