About Us

Our Philosophy

Planet Wealth has been providing expert financial advice for over 15 years to individuals, families and businesses. Our expert Financial Advisors and Accredited Mortgage Consultants work closely with our clients to develop exceptional financial strategies and financial maps that benefit our clients.

We are passionate in designing a very rewarding Financial Planning journey for all our clients, and we are dedicated to work with our clients to assist them in achieving their short term and long term financial goals.

Anwer Ali Mohammed

Director of Planet Wealth

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide.

Our Values

Planet Wealth values transparent communication, honesty and trust. We ensure that we build strong reliable relationships with our clients. Our staff members work closely with each client to provide expert advice. Whether you are a business entrepreneur, building your first home or planning your retirement, Planet Wealth values your needs.

Most importantly we value our Client’s time, we work with our Client’s to develop and create a Financial Plan which is tailored to their individual needs.

Our Services
  • Wealth Creation
  • Superannuation
  • Retirement Planning
  • Investment Planning
  • Personal Insurance
  • Budgeting
  • Debt Management
  • Planning Home Loans
  • Investment Property Loans
  • Reverse Mortgages
  • Commercial Loans
  • Rural Loans
WHY CHOOSE US
Why Choose Planet Wealth?

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.

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
Arrange a Consultation

Our expert Financial Advisors and Accredited Mortgage Consultants work closely with our clients to develop exceptional financial strategies and financial maps that benefit our clients.

    TESTIMONIALS
    Amazing Feedback From
    Our Valued Clients

    I have been using Planet Wealth services for over a decade and fully satisfied with their services and the appropriate products delivery. I can strongly recommend anyone who needs a proper financial planning for their business and/or personal life.

    Abdul Qader

    Customer

    Ali has been a trusted advisor to me for many years now and I am extremely happy with the service. Highly recommend.

    Meghna Sanam

    Customer

    Mr.Ali’s guidance through helping us with our Financial Planning strategies has always been on point and extremely helpful.

    Laxman Sarav

    Customer

    Great to be one of their client. Such an awesome team and a great commitment shown at every stage. Excellent guidance, suggestions and advise as needed for the right things in life . Can't recommend or refer my friends to anyone other than these guys and my friends does the same to their other friends. That's the power of this team's service to the community. Hats off !!! Keep rocking and wish many more success in the years to come. Sky is the limit.

    Maniskandan Jayraman

    Customer

    Planet Wealth team is awesome, great in dealing with clients, friendly and always respectful, with correct/up to date knowledge of financial markets and most of all they tell you as it is which helps to make the right and informed decision. Ali Mohammad is a great advisor and leader, honest and upfront and always spilling out with beans of wisdom with most current information. Thank you team Planet Wealth!

    M Jamal (Dr M Jamal)

    Customer

    The team at Planet Wealth are fantastic. They have assisted us in achieving our financial goals by helping us map out a plan that is realistic and has added value to us being able to reach the objectives that we have set. Ali and his team are invested in our journey they go above and beyond.

    Garth Allardyce

    Customer

    I, myself Tax Agent and SMSF Advisor. I approached Mr. Ali, many times in critical situations when unable to make right judgement with alternative options and dilemmas. Each and every time, he is saviour of the situation. Have great respect and admiration for his acute keenness in solving the problems by thinking outside the square. Thanks a lot Mr. Ali.

    Spurthi Ramayanam

    Customer

    I have been with Ali and Planetwealth for quite some time. They have set up a sound insurance policy and great retirement strategy. All my superannuation investments are working well. Overall very pleased with the level of service and happy to recommend Ali and his team for your financial planning needs.

    Khaja Mohiddin

    Customer

    I have known Ali professionally for over 10 years and I have received financial advice on wide range of products to suit my individual needs. Ali listens to a client's requirements and offers tailored solutions. His advice on home loans and portfolio management provided the much needed impetus to upsize our home and resulted in my move to what I hope is my "forever home". I would highly recommend his financial services and find his honest approach refreshing.

    A G

    Customer