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.
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.
- Wealth Creation
- Superannuation
- Retirement Planning
- Investment Planning
- Personal Insurance
- Budgeting
- Debt Management
- Planning Home Loans
- Investment Property Loans
- Reverse Mortgages
- Commercial Loans
- Rural Loans
Experienced
We have over 15 years 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
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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921 High Street Road, Glen Waverley Vic 3150
- 1300 004 254
- ali@planetwealth.com.au
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