About Us

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

Why Choose Us

Why Choose Planet Wealth

Experienced

We have over 15 years of experience providing expert financial advice.

Valuable Advice

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

Passionate

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

Reliable

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

 

Professional

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

Accredited

All our services are accredited by Akumin Financial Planning.

Awards

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.

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.

  • 1300 004 254
  • ali@planetwealth.com.au
  • 921 High Street Road, Glen Waverley Vic 3150
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TESTIMONIALS

Amazing Feedback From
Our Valued Clients

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

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