Financial Planning

Financial Planning in Melbourne

Let’s Talk About Your Future!

Welcome! You’re likely visiting us because you’ve made the decision to look for financial advice.

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. As an experienced and accredited provider of financial advice in Melbourne, we’re here to help you budget, invest, plan your insurance, help you get the most out of your super and so much more.

We’re here to listen to your story that’s uniquely yours, and then use our years of experience and industry knowledge to create a plan that’s tailored to you.

We will help you understand:
  • Wealth Creation
  • Superannuation Planning
  • Retirement Planning
  • Investment Planning
  • Personal Insurance
  • Budgeting
  • Debt Management
  • Home Loans and Business Loans
Book an Initial Consultation

    Why Having a Financial Plan is Important

    Having a sound financial plan is imperative to make sure a person’s finances can fulfil their financial needs and goals. Planet Wealth has been providing professional financial services advice for over a decade to individuals, families and businesses. As an accredited provider of financial planning in Melbourne, we can assist our clients in determining their financial goals and help them to establish a balanced financial strategy for achieving their short and long-term goals.

    Important Information

    Your privacy is important to us and AMP Financial Planning Pty Limited, which is part of AMP. You may request access to your personal information at any time by calling us on 1300 004 254 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy.

    You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

    Contact Us Today

    For professional financial advice in Melbourne that’s tailored to your financial situation, contact Planet Wealth today. Call our office on 1300 004 254 or contact us online to book an appointment.