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If you’ve thought about setting up a self-managed superannuation fund, our experts can help to streamline this process. Our SMSF advisor in Glen Waverley can set up your self-managed super fund and manage it for you to help you achieve your financial goals.
If you’re searching for a qualified mortgage broker in Glen Waverley that can help you obtain a home loan, find out how Planet Wealth can help you. Our in-house broker can provide clients with expert advice and work towards helping you qualify for a home loan.
If you want to purchase an investment property but are unsure of how to go about doing so, Planet Wealth can help. We can gauge your borrowing capacity and create a suitable investment plan for you.
Planet Wealth can provide retirement financial planning to Glen Waverley clients. Our services are designed to get clients financially ready for when retirement is expected to start, which can involve implementing strategies to minimise how much tax has to be paid.
Planet Wealth can help all types of clients to compare the many life insurance policy options on the market. We can provide expert life insurance advice to Glen Waverley clients, helping them to work out how much coverage they need and select a suitable policy.
Planet Wealth can provide estate planning services to Glen Waverley clients that need a personalised plan that stipulates how their assets will be distributed to beneficiaries. We work to create an estate plan that adheres to our client’s wishes.
If you’ve received an inheritance, our team can provide financial advice for inheritance in Glen Waverley so you can be aware of what options there are. We can provide you with professional advice on how to make good use of your inheritance.
If you wish to speak to a qualified financial advisor in Glen Waverley, call Planet Wealth today on 1300 004 254 or contact us online.