Guiding You to Financial Freedom– Top Wealth Advisors in Australia

Guiding You to Financial Freedom– Top Wealtisors in Australia

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

 

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.
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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.
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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.
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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.

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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.

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Mortgage Consultation

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

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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.

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Superannuation

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

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Retirement Planning

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

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Mortgage Consultation

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

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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.

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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.

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Financial Advice

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.

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Home Loan Specialist

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

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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.

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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.

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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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

About Us

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. 

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Frequenty Asked Questions

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.
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.
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.

Testimonials

The team was friendly

I had an excellent experience working with Ali at Planet Wealth. I had two sessions  him, and he went above and beyond by traveling all the way from Glen to my home in Tarneit.

Rahul K

Very Professional

Ali’s approach in providing financial advice is very thorough. His explanations and suggestions in the process address my key concerns and objectives, which is a true testament to his expertise within the financial advice sector.
Helen K

Trusted

Had a great discussion with Ali on their services, goal setting and planning. He is very genuine and offers a lot of insights from his rich financial planning experience.Would consider using his services! If you are looking for financial advice, speak to Ali first!
Vivek

Trusted

We have been associated with Ali from Planet Wealth for the last 1 year. What strikes the most with Ali is his truly consultative approach, where he is Passionate to Provide value to his clients by understanding the client’s situation and tailoring his offerings accordingly.
Jaseer Ahmed

Trusted

Had a great discussion with Ali on their services, goal setting and planning. He is very genuine and offers a lot of insights from his rich financial planning experience. Would consider using his services!
Vivek Krishnan

Professional

Ali is highly processional and has helped us over the years with his skills and expertises to achieve our goals. Highly recommend him anyone who is looking to get financial planning, insurance related services.
Pandher Pandher

Trusted

Mr Ali is very humble and honest person down to earth . I recommend if someone wants to choose his services for financial planning you can trust Planet Wealth.
Inderpreet singh

Professional

The team at Planet wealth know what their doing and do it well ! A proactive team that thinks about their customers first. 
Shaun Francis

Professional

Ali is very professional and highly experienced. He has provided excellent service, guidance and support whenever required. 
Anupama Gangapura

Professional

Ali ji has been such a great help with managing and advising investments and also any money related queries I have had. Highly recommend to everyone!
Mr Gravo
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Planet Wealth: Your Trusted Australian Partner in Wealth Management.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

 
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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

 
Facebook Linkedin Instagram

Quick Links

Our Services

Other Links

Contact Us

Planet Wealth Pty Ltd ACN 137 467 362 as Trustee of the Planet Insurance and Financial Planning Unit Trust ABN 15 757 194 605, is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706
Copyright © 2024 Planet Wealth. All Rights Reserved. 

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