Financial Advisors and Planners in Melbourne - Planet Wealth

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Best Financial Advisor, Certified Financial Planner  and Mortgage Consultant in Melbourne

The team at Planet Wealth has been providing expert financial advice and planning for over 12 years to individuals, families and businesses across Australia. Our expert Financial Advisors, Certified Financial Planners and Accredited Mortgage Consultants use our years of experience to help you develop exceptional financial strategies and financial roadmaps to help you attain financial stability through your career and personal journey in life.

Testimonials of our work

Based on 25 reviews.
Abdul Qader
Abdul Qader
2022-02-21
I have been using Planet Wealth services for over a decade and fully satisfied with their services and the appropriate products delivery. I can strongly recommend anyone who needs a proper financial planning for their business and/or personal life.
Meghna Sanam
Meghna Sanam
2022-02-21
Ali has been a trusted advisor to me for many years now and I am extremely happy with the service. Highly recommend.
Laxman Sarav
Laxman Sarav
2022-02-16
Mr.Ali’s guidance through helping us with our Financial Planning strategies has always been on point and extremely helpful. He listened to our situation patiently, and advised us on the best ways to manage our finance in a manner that would be practical for us. He has also helped us implement them through regular follow ups. I highly recommend Mr. Ali and Planet Wealth for being the best financial planner and best mortgage broker in Melbourne’s south east suburbs.
Maniskandan Jayraman
Maniskandan Jayraman
2022-02-14
Great to be one of their client. Such an awesome team and a great commitment shown at every stage. Excellent guidance, suggestions and advise as needed for the right things in life . Can't recommend or refer my friends to anyone other than these guys and my friends does the same to their other friends. That's the power of this team's service to the community. Hats off !!! Keep rocking and wish many more success in the years to come. Sky is the limit.
M Jamal (Dr M Jamal)
M Jamal (Dr M Jamal)
2022-02-08
Planet Wealth team is awesome, great in dealing with clients, friendly and always respectful, with correct/up to date knowledge of financial markets and most of all they tell you as it is which helps to make the right and informed decision. Ali Mohammad is a great advisor and leader, honest and upfront and always spilling out with beans of wisdom with most current information. Thank you team Planet Wealth!
Garth Allardyce
Garth Allardyce
2022-02-01
The team at Planet Wealth are fantastic. They have assisted us in achieving our financial goals by helping us map out a plan that is realistic and has added value to us being able to reach the objectives that we have set. Ali and his team are invested in our journey they go above and beyond.
Spurthi Ramayanam
Spurthi Ramayanam
2022-01-05
I, myself Tax Agent and SMSF Advisor. I approached Mr. Ali, many times in critical situations when unable to make right judgement with alternative options and dilemmas. Each and every time, he is saviour of the situation. Have great respect and admiration for his acute keenness in solving the problems by thinking outside the square. Thanks a lot Mr. Ali.
Khaja Mohiddin
Khaja Mohiddin
2021-11-19
I have been with Ali and Planetwealth for quite some time. They have set up a sound insurance policy and great retirement strategy. All my superannuation investments are working well. Overall very pleased with the level of service and happy to recommend Ali and his team for your financial planning needs.
A G
A G
2021-11-18
I have known Ali professionally for over 10 years and I have received financial advice on wide range of products to suit my individual needs. Ali listens to a client's requirements and offers tailored solutions. His advice on home loans and portfolio management provided the much needed impetus to upsize our home and resulted in my move to what I hope is my "forever home". I would highly recommend his financial services and find his honest approach refreshing.

Simple solutions for complex problems Protect what is important to you and your family Save for something special! Let's Get Acquainted Make Smart choices with your money

What can we help you with?

No matter where you are in life and what your financial status is, our Financial Advisors can help you!
See how we can build your Financial Plan meeting your criteria.

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Planet Wealth can help take care of all your financial planning requirements

Planet Wealth has been providing expert financial advice for over 12 years to individuals, families and businesses. Our expert Financial Advisors and Accredited Mortgage Consultants work closely with our clients to develop exceptional financial strategies and financial roadmaps that benefit our clients.

At whatever stage you are at in life – whether you are starting your career as a young adult, or are raising a family or are older and retired, we believe that the right guidance can most times help you make the right decisions to a better outcome. We are passionate about designing a rewarding financial journey for all our clients, and we are dedicated to assisting them in achieving their short term and long term financial goals.

Our experts are also equipped with current knowledge about the local and national market and the strategies in saving/investing money. So when you choose to work with Planet Wealth, you can rest assured that you are working with the experienced Financial Planners and Mortgage Consultants in Melbourne.

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Our expert Financial Advisors and Accredited Mortgage Consultants work closely with our clients to develop exceptional financial strategies and financial maps that benefit our clients.

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