Planet Wealth, a Melbourne based Financial Advice firm has been providing Innovative Wealth management Solutions to everyday Australians, Professionals, SME’s and HNW clients from 2009.

At Planet Wealth, we take a holistic approach to wealth management, focusing on goals-based financial planning that puts our clients’ needs first. We work closely with individuals to understand their unique objectives and create personalized plans tailored to their specific goals.

We take the time to sit down with our clients and identify the necessary steps to achieve their aspirations, whether it’s retiring early, funding their children’s education, or simply accumulating wealth. Together, we create a comprehensive list of requirements, and then provide the relevant products and services to support achieving each goal. Our transparent approach ensures that our clients understand why we’re suggesting specific solutions, and how they align with their overall objectives. Operating on a fee-for-service basis, we review our advice annually to ensure it remains relevant and effective, making adjustments as needed to keep our clients on track. By taking a long-term view and prioritizing our clients’ success, we help them achieve their financial goals and secure a brighter financial future.

  • Goal Setting
  • Financial Advice
  • Financial Decision Making
  • Personal Insurances
  • Superannuation
  • Self-Managed Superannuation Fund Advice
  • Estate Planning Advice
  • Retirement
  • Pensions
  • Home Loans and Investment Loans
  • Cashflow Management

Reach out to Planet Wealth on 1300 004 254 in Australia for a complementary Consultation to discuss your circumstances. You can also visit to know more about us.

Contact Person
Ali Mohammed