Planet Wealth

Planet Wealth Planet Wealth has been providing expert financial advice for over 10 years to individuals, families

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 rig

ht 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.

Boost your super before EOFY.The end of the financial year can present valuable opportunities to review your super contr...
18/06/2026

Boost your super before EOFY.

The end of the financial year can present valuable opportunities to review your super contributions, investment strategy, retirement goals, and overall financial plan.

Don't leave potential opportunities on the table.

Book a conversation with Planet Wealth today.

📞 1300 004 254
🌐 www.planetwealth.com.au

Invest with patience.Grow with consistency.Succeed with strategy.Building wealth is not about chasing quick wins. It's a...
18/06/2026

Invest with patience.
Grow with consistency.
Succeed with strategy.

Building wealth is not about chasing quick wins. It's about having a clear financial plan, staying disciplined, and making informed decisions over time.

Whether you're investing, planning for retirement, reviewing your superannuation, or protecting your family's future, the right strategy can make all the difference.

Learn more at www.planetwealth.com.au

One night isn't a lot, but it can make a whole lot of differenceEvery night, thousands of Australians experience homeles...
17/06/2026

One night isn't a lot, but it can make a whole lot of difference

Every night, thousands of Australians experience homelessness. But it doesn't have to be that way. This year I'm taking part in the Vinnies CEO Sleepout to raise money for the St Vincent de Paul Society to support Australians in need. For one night, I'll be sleeping outside as part of an eye-opening experience to raise awareness and bring home the realities of homelessness.

To help break the devastating cycle of homelessness, I need your support. Will you help me to reach my target? Donating $100 can make a huge difference to people who need it most.

https://www.ceosleepout.org.au/fundraisers/alimohammed/victoria

EOFY is the perfect time to review more than just your tax position.As your income, family circumstances, debts and fina...
16/06/2026

EOFY is the perfect time to review more than just your tax position.

As your income, family circumstances, debts and financial goals evolve, your insurance cover should too. A regular review can help ensure you and your loved ones remain financially protected when it matters most.

Whether it is Life Insurance, Income Protection, TPD or Trauma Cover, having the right protection in place is an essential part of a strong financial plan.

If you have not reviewed your cover recently, now is the ideal time to start the conversation.

Learn more at www.planetwealth.com.au

Do you know all your retirement income options? 🤔Most Australians retire without a clear plan for where their income wil...
15/06/2026

Do you know all your retirement income options? 🤔

Most Australians retire without a clear plan for where their income will come from. The good news? There are more options than you think.

✅ Account Based Pensions

✅ Lifetime Annuities

✅ Combining Income Streams

✅ The Age Pension

We help you figure out what works best for your situation.
Learn more at planetwealth.com.au

Or call us on 1300 004 254

19/05/2026
13/03/2026

Clearbiz event in Docklands 😎

10/03/2026

BGN networking event in Caulfield

10/03/2026

Networking… 😊

09/03/2026

Fresh Networking 😎

Address

921 High St Road
Glen Waverley, VIC
3150

Telephone

+611300004254

Website

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