Budgeting and cashflow management made
simpler

Budgeting and cashflow management made
simpler

From CCTV and alarm systems to complete smart home security, we provide customized, reliable surveillance installations.

 

We help you choose file right mortgage that’s right for you

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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.

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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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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Why Choose Us

Why Choose Planet Wealth

Li Europan lingues es membres del sam familie. Lor separat existentie es un myth. Por
scientie, musica, sport etc, litot Europa usa li sam vocabular.

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 AMP Financial Planning.

Awards

See Our Awards

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
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Li Europan lingues es membres del sam familie. Lor separat existentie es un myth. Por scientie, musica,
sport etc, litot Europa usa li sam vocabular.

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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Our Services

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Contact Us

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 AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706

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