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Financial Advisor and Mortgage Consultant in Melbourne

Helping you secure your future with the best financial guidance and information that suits your need!

The team at Planet Wealth has been providing expert financial advice for over 12 years to individuals, families and businesses across Australia. Our expert Financial Advisors and Accredited Mortgage Consultants use our years of experience to help you develop exceptional financial strategies and financial roadmaps to help you attain financial stability through your career and personal journey in life.

Testimonials of our work

  • 5 star review  Very happy with their service.. Conveniently located with customer parking. Offered us a no obligation consultation and explained all the concepts. We realised what we should look at in terms... read more

    thumb Bahadur Syed
    3/21/2016

    5 star review  Excellent customer service with 100% commitment level , Highly recommended😊 I am absolutely delighted with your service. Thanks for your genuine guidance Ali.

    thumb Gauri Bhandari
    7/30/2021

    5 star review  Ali and his team were supportive, honest and guided me through every step when purchasing my first home. Highly recommended!

    thumb Chantel Pereira
    8/13/2021
  • 5 star review  I would give 6 stars if I could. My experience with Planet wealth is excellent. Ali is the most knowledgeable and honest financial advisor I have ever met. I found... read more

    thumb Bianca Jerrod
    8/03/2021

    5 star review  Amazing service and very helpful. Really looked after us and would highly recommend.

    thumb Savroopinder Bhangu
    9/10/2021

    5 star review  Ali and team are providing excellent insurance and financial planning services.

    thumb Jitendra Bhansali
    9/11/2015

What can we help you with?

No matter where you are in life and what your financial status is, a Financial Advisor can help you!
See how we can build your Financial Plan meeting your criteria.

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Financial Advice

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Superannuation

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Investments

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Mortgage Broking

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Retirement Planning

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Insurance

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Estate Planning

Planet Wealth can help take care of all your financial planning requirements

Planet Wealth has been providing expert financial advice for over 12 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 roadmaps that benefit our clients.

At whatever stage you are at in life – whether you are starting your career as a young adult, or are raising a family or are older and retired, we believe that the right guidance can most times help you make the right decisions to a better outcome. We are passionate about designing a rewarding financial journey for all our clients, and we are dedicated to assisting them in achieving their short term and long term financial goals.

Our experts are also equipped with current knowledge about the local and national market and the strategies in saving/investing money. So when you choose to work with Planet Wealth, you can rest assured that you are working with the experienced Financial Planners and Mortgage Consultants in Melbourne.

Certifications / Awards

Free 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.

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