1300 004 254 info@planetwealth.com.au

Guiding You to Financial Freedom– Trusted Financial Advisors in Melbourne Planet Wealth empowers you with expert, personalized financial strategies for a secure and prosperous future Schedule A Consultation Planet Wealth
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Financial Planning

Depending on your age, your work situation and general living lifestyle, we can provide financial planning services advice to guide you through achieving your life goals.Read More »
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SMSF

Find out how Planet Wealth can help you. Our SMSF financial advisor can set up a self-managed super fund for our clients and help them to manage it in a way that adheres to their financial goals.Read More »
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Mortgage Assistance

With an understanding that your mortgage is only a means to that end result, you can rest assured that we will assist you through a path to pay it off as early as you can.

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See Our Financial Planning Services

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Financial Advice

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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Estate Planning

We provide estate planning services to help clients create a personalized plan for managing and distributing assets, ensuring their wishes are honored and easing the process for beneficiaries.
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Home Loan Specialist

Planet Wealth has a residential and commercial mortgage broker that can help potential homeowners acquire a suitable home loan.
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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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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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Superannuation

If you need help making decisions regarding your superannuation fund, Planet Wealth can provide you with advice to help you navigate the process.
50 Yearss of Combined Experience

Financial Advice in Melbourne

Award-Winning Financial Advisor, Accredited Financial Planner & Mortgage Broker in Melbourne

At Planet Wealth, we’ve been providing expert financial advice to individuals, families, and businesses across Australia for over 15 years. Our award-winning team of financial advisors, accredited financial planners, and mortgage brokers in Melbourne has years of experience, enabling them to offer exceptional financial strategies and roadmaps to help you achieve financial stability throughout your career and personal journey.

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Frequenty Asked Questions

1. What is financial planning, and why do I need it?

Financial planning is the process of creating a roadmap for achieving your financial goals. It helps you manage your money wisely, prepare for the future, and ensure financial security for yourself and your family.

2. How much should I invest to start my financial plan?

Investment amounts vary based on individual goals and circumstances. Our advisors will work with you to create a plan that aligns with your budget and objectives.

3. Will my financial plan include retirement savings?

Yes, retirement planning is a crucial part of our financial planning services. We help you create a comfortable, secure retirement plan to support you in your later years.

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