At Plan My Wealth we empower individuals and families to achieve their financial goals with confidence.
We are a financial advisory firm in Bundoora, our goal is to help hardworking, proactive individuals, families, and professionals make confident financial decisions through personalised, actionable advice that delivers real value at every stage of life.
Whether you’re planning for retirement, managing your assets, preparing to buy your first home or travelling the world, Plan My Wealth can help you reach your financial goals.
Our Vision
For Australians who seek clarity, control, freedom, and peace of mind in achieving their financial goals — empowering smarter financial decisions for a better future. Plan My Wealth is commited to helping you find the perfect plans for your goals by being your trusted, lifelong financial partner.
Retirement
Plan my Future
Home Ownership
Plan my Assets
Understanding Investment
Plan my Portfolio
how we help you
Cash flow & Budgeting
Analysing income and expenditure to help you manage your money
- Cashflow Analysis Budget
- Construction/Savings Plan
- Full Financial Stocktake
- Financial Goal Setting
- Centrelink Entitlements
Investment Advice
Structuring Investment strategies to help you meet your financial goals
- Asset Portfolio Management
- Education and Strategy Consultation
- Risk Profile Assement
- Multi Asset Class Advice
- Managed Funds & Investment Bonds
Superannuation & Retirement Planning
Ensuring you have adequate products, invested correctly & having a long-term strategy in place
- Superannuation/Pension Snapshots
- Risk Profile Assessment
- Reviews/Rollovers/ Consolidations
- Contribution Strategies
- Beneficiary Nomination
Life Insurances
Protecting the current and future financial position of you and your family
- Insurance Snapshots
- Insurance Needs Analysis
- Life, TPD, Trauma and Income Protection Advice.
- Beneficiary Nominations
how we help you
Cash flow & Budgeting
Analysing income and expenditure to help you manage your money
- Cashflow Analysis Budget
- Construction/Savings Plan
- Full Financial Stocktake
- Financial Goal Setting
- Centrelink Entitlements
Investment Advice
Structuring Investment strategies to help you meet your financial goals
- Asset Portfolio Management
- Education and Strategy Consultation
- Risk Profile Assement
- Multi Asset Class Advice
- Managed Funds & Investment Bonds
Superannuation &
Retirement Planning
Ensuring you have adequate products, invested correctly & having a long-term strategy in place
- Superannuation/Pension Snapshots
- Risk Profile Assessment
- Reviews/Rollovers/ Consolidations
- Contribution Strategies
- Beneficiary Nomination
Life Insurances
Protecting the current and future financial position of you and your family
- Insurance Snapshots
- Insurance Needs Analysis
- Life, TPD, Trauma and Income Protection Advice.
- Beneficiary Nominations
Hear From Our Clients
Hear From
Our Clients