Depending on your age, your work situation and general living circumstances, we can provide financial services advice...
Read MoreIf you’ve been considering using a self-managed superannuation fund (SMSF), find out how Planet Wealth can help you.
Read MoreWith an understanding that your mortgage is only a means to that end result, rest assured that we will also assist you through...
Read MoreAward-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.
Read MoreYear's Experience
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.
If you need help making decisions regarding your superannuation fund, Planet Wealth can provide you with advice to help you navigate the process.
Read MoreTransitioning 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.
Read MorePlanet Wealth has a residential and commercial mortgage broker that can help potential homeowners acquire a suitable home loan.
Read MoreThe property market in Melbourne has grown significantly in recent years. Our financial consultant can provide tailored investment advice so you can make informed decisions.
Read MorePlanet Wealth has been providing expert financial advice for over 15 years to individuals, families and businesses. Our expert financial advisors and accredited mortgage consultants can provide advice across a range of areas.
Read MoreWe have over 15 years of experience providing expert financial advice.
We practice transparent communication with our clients. Our experts are trained to give honest and credible solutions
We are passionate about transforming people’s lifestyle, and in this we provide our clients with the right resources to help.
Planet Wealth continues to develop long lasting relationships with our valuable clients.
Our team members are highly trained in their area of interest. We have accommodated professionals from different areas.
All our services are accredited by AMP Financial Planning.
Planet Wealth offers financial advice across a range of areas for individuals, families and businesses. Our financial advisors and accredited mortgage consultants work closely with clients to develop robust financial strategies and roadmaps.
Whatever stage you are at in life – whether you are starting your career as a young adult, raising a family or are older and retired – we believe that the right guidance can help you make the right decisions for a better outcome. We are passionate about designing a rewarding financial journey for all of our clients, and we are dedicated to assisting them in achieving their short-term and long-term financial goals.
Every financial consultant in our organisation is equipped with current knowledge about the local and national market and the latest strategies for saving/investing money. When you choose to work with Planet Wealth, you can rest assured that you are working with experienced financial planners and a trusted mortgage broker in Melbourne.
Planet Wealth offers financial advice for all types of clients wanting to improve their financial situation. Call our office today on 1300 004 254 or contact us online to book an appointment with us.
Contact UsOur expert Financial Advisors and Accredited Mortgage Consultants work closely with our clients to develop exceptional financial strategies and financial maps that benefit our clients.
921 High Street Road, Glen Waverley Vic 3150