investment financial advisor

⌟ Buy a Property

Learn how our investment financial advisor can help you make the right choices for life’s important financial decisions.

Our investment financial advisor can provide you with more information on:

  • How to design your Tax Minimising Strategy
  • How to find a property that pays for itself
  • How to invest smart
  • Refinancing your current loan with new one
  • How to build a debt-recycling strategy
  • and more…

Frequently Asked Questions

Q: I want to invest in a house; how can a Financial Advisor help me?

A: It is important to make a plan and follow it. Planet Wealth will help you achieve your goals and buy your Home. We can assist with:

  • Calculating how much you’ll be able to borrow.
  • Work out the deposit you’re likely to need.
  • Choose the most appropriate way to save for a deposit.
  • Set a comfortable budget and timeframe
  • We can help you achieve your goal to purchase your dream home.

Q: What mortgage is right for me?

A: There are many different mortgages available, so it pays to shop around for the right one at a price you can afford. Having an offset account, linked to your home loan is a way that reduces the interest you have to pay.

Our Financial Advisors and our Accredited Mortgage Consultant can help you select the right Mortgage (Loan) to meet your needs.

Whatever you decide, it’s worth doing your homework so you avoid any hidden costs.

Book An Initial Consultation

    We Will help you to understand:

    • Wealth Creation
    • Superannuation Planning
    • Retirement Planning
    • Investment Planning
    • Personal Insurance
    • Budgeting
    • Debt Management
    • Home Loans and Business Loans

    Other Services

    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.