Our Philosophy
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 work closely with our clients to develop exceptional financial strategies and financial maps that benefit our clients.
We are passionate in designing a very rewarding Financial Planning journey for all our clients, and we are dedicated to work with our clients to assist them in achieving their short term and long term financial goals.
Anwer Ali Mohammed
Director of Planet Wealth
For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide.
Our Values
Planet Wealth values transparent communication, honesty and trust. We ensure that we build strong reliable relationships with our clients. Our staff members work closely with each client to provide expert advice. Whether you are a business entrepreneur, building your first home or planning your retirement, Planet Wealth values your needs.
Most importantly we value our Client’s time, we work with our Client’s to develop and create a Financial Plan which is tailored to their individual needs.
Our Services
- Wealth Creation
- Superannuation
- Retirement Planning
- Investment Planning
- Personal Insurance
- Budgeting
- Debt Management
- Home Loans
- Investment Property Loans
- Reverse Mortgages
- Commercial Loans
- Rural Loans
See Our Awards
Important Information
Your privacy is important to us and Akumin Financial Planning Pty Limited. You may request access to your personal information at any time by calling us on 1300 004 254 or contacting Akumin. Information collected will be subject to Akumin’s Privacy Policy.
You can also contact us or Akumin if you do not wish to receive information about products, services or offers available from us or Akumin from time to time.
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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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