Financial Planning

Depending on your age, your work situation and general living circumstances, we can provide financial services advice...

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If you’ve been considering using a self-managed superannuation fund (SMSF), find out how Planet Wealth can help you.

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Mortgage Assistance

With an understanding that your mortgage is only a means to that end result, rest assured that we will also assist you through...

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About Us
Financial Advice in Melbourne

Helping you shape your future with financial planning and advice that suits your needs

Award-Winning Financial Advisor, Accredited Financial Planner and Mortgage Consultant in Melbourne.

The team at Planet Wealth has been providing expert financial planning advice for over 15 years to individuals, families and businesses across Australia. Our experienced Financial Advisors, Accredited Financial Planners and Accredited Mortgage Consultants use their 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.

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Year's Experience

Our Services
See Our Financial
Planning Services

Depending on your age, your work situation and general living circumstances, we can provide financial services advice to guide you through achieving your life goals while helping you to be financially sustainable.



If you wish to access funds from your superannuation fund, Planet Wealth can provide you with advice to help you navigate the process.

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Retirement Planning

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.

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Mortgage Consulting

Mortgage Consulting

Planet Wealth has a team of mortgage advisors that can help potential homeowners acquire a home loan by providing...

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The property market in Melbourne has grown significantly in recent years. As a result, more and more people...

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We Are Trusted By Clients

Planet Wealth has been providing expert financial advice for over 15 years to individuals, families and businesses. Our expert Financial Advisors and Accredited Mortgage Consultants

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Certifications / Awards
See Our Awards
Why Choose Planet Wealth?


We have over 15 years experience providing expert financial advice.

Valuable Advice

We practice transparent communication with our clients. Our experts are trained to give honest and credible solutions


We are passionate about transforming people’s lifestyle, and in this we provide our clients with the right resources to help.


Planet Wealth continues to develop long lasting relationships with our valuable clients.


Our team members are highly trained in their area of interest. We have accommodated professionals from different areas.


All our services are accredited by AMP Financial Planning.

Financial Planning Requirements
How We Can Help?

Planet Wealth Can Help Take Care of All Your Financial Planning Requirements

Planet Wealth offers financial advice across a range of areas for individuals, families and businesses. Our Financial Advisors and Accredited Mortgage Consultants work closely with clients to develop robust financial strategies and roadmaps.

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

Every financial consultant in our organisation is equipped with current knowledge about the local and national market and the latest strategies for saving/investing money. When you choose to work with Planet Wealth, you can rest assured that you are working with experienced Financial Planners and Mortgage Consultants in Melbourne.

Contact Us Today

Planet Wealth offers financial advice for all types of clients wanting to improve their financial situation. Call our office today on 1300 004 254 or contact us online to book an appointment with us.

Contact Us
Arrange a Consultation

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.

    Amazing Feedback From
    Our Valued Clients

    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.

    Abdul Qader


    Ali has been a trusted advisor to me for many years now and I am extremely happy with the service. Highly recommend.

    Meghna Sanam


    Mr.Ali’s guidance through helping us with our Financial Planning strategies has always been on point and extremely helpful.

    Laxman Sarav


    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.

    Maniskandan Jayraman


    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!

    M Jamal (Dr M Jamal)


    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.

    Garth Allardyce


    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.

    Spurthi Ramayanam


    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.

    Khaja Mohiddin


    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.

    A G