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Guiding You to Financial Freedom– Top Wealth Advisors in Australia

Planet Wealth empowers you with expert, personalized financial strategies for a secure and prosperous future

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Financial Planning

Depending on your age, your work situation and general living lifestyle, we can provide financial planning services advice to guide you through achieving your life goals.

SMSF

Find out how Planet Wealth can help you. Our SMSF financial advisor can set up a self-managed super fund for our clients and help them to manage it in a way that adheres to their financial goals.

Mortgage Assistance

With an understanding that your mortgage is only a means to that end result, you can rest assured that we will assist you through a path to pay it off as early as you can.

Services

See Our Financial Planning Services

Superannuation

If you need help making decisions regarding your superannuation fund, Planet Wealth can provide you with advice to help you navigate the process.

Retirement Planning

Transitioning from working to retirement is a major life change that can be difficult if it hasn’t been planned out adequately. If this is something you’re concerned about, get in touch with Planet Wealth to find out how we can help with financial planning for retirement.

Mortgage Consultation

Planet Wealth has a residential and commercial mortgage broker that can help potential homeowners acquire a suitable home loan.

Investment

The property market in Melbourne has grown significantly in recent years. Our financial consultant can provide tailored investment advice so you can make informed decisions.

Superannuation

If you need help making decisions regarding your superannuation fund, Planet Wealth can provide you with advice to help you navigate the process.

Retirement Planning

We help you plan today with retirement strategies designed to protect and grow your wealth for lasting financial security.

Mortgage Consultation

Planet Wealth has a residential and commercial mortgage broker that can help potential homeowners acquire a suitable home loan.

Property Investment

The property market in Melbourne has grown significantly in recent years. Our financial consultant can provide tailored investment advice so you can make informed decisions.

Estate Planning

We provide estate planning services to help clients create a personalized plan for managing and distributing assets, ensuring their wishes are honored and easing the process for beneficiaries.

Financial Advice

Home Loan Specialist

Planet Wealth has a residential and commercial mortgage broker that can help potential homeowners acquire a suitable home loan.

Personal Insurance

We ensure lasting security with personal insurance plans that cover health, income, and assets, providing financial stability for you and peace of mind for your family.

Property Investment

The property market in Melbourne has grown significantly in recent years. Our financial consultant can provide tailored investment advice so you can make informed decisions.

Property Investment

The property market in Melbourne has grown significantly in recent years. Our financial consultant can provide tailored investment advice so you can make informed decisions.

Property Investment

The property market in Melbourne has grown significantly in recent years. Our financial consultant can provide tailored investment advice so you can make informed decisions.

Property Investment

The property market in Melbourne has grown significantly in recent years. Our financial consultant can provide tailored investment advice so you can make informed decisions.

Property Investment

The property market in Melbourne has grown significantly in recent years. Our financial consultant can provide tailored investment advice so you can make informed decisions.

Property Investment

The property market in Melbourne has grown significantly in recent years. Our financial consultant can provide tailored investment advice so you can make informed decisions.

Financial Advice in Melbourne

Award-Winning Financial Advisor, Accredited Financial Planner & Mortgage Broker in Melbourne

The team at Planet Wealth has been providing expert financial advice for over 15 years to individuals, families and businesses across Australia. Our experienced financial advisors, accredited financial planners and mortgage broker in Melbourne have years of experience, allowing them to provide exceptional financial strategies and roadmaps to help you attain financial stability through your career and personal journey in life.

Frequenty Asked Questions

1. What is financial planning, and why do I need it?

Financial planning is the process of creating a roadmap for achieving your financial goals. It helps you manage your money wisely, prepare for the future, and ensure financial security for yourself and your family.

2. How much should I invest to start my financial plan?

Investment amounts vary based on individual goals and circumstances. Our advisors will work with you to create a plan that aligns with your budget and objectives.

3. Will my financial plan include retirement savings?

Yes, retirement planning is a crucial part of our financial planning services. We help you create a comfortable, secure retirement plan to support you in your later years.