Meet Manny Tran

“Have I saved enough? When can I actually stop working? Will it last?”

If you're in your 50s or 60s, these are the questions that tend to sit quietly in the back of your mind. They're the questions Manny has spent over 17 years helping Australians answer — with clarity, control and genuine peace of mind.

Free Consultation See where Manny can help

Manny Tran Verified Adviser

Director & Senior Financial Adviser

850+Clients

1,000+Plans

17+Yrs Exp

The person behind the advice

Manny Tran is the Director and Senior Financial Adviser at Plan My Wealth. He began his career in 2008 in wealth management at a leading financial institution, and in the years since has sat across the table from people at every stage of the journey toward retirement.

What he's learned in that time is simple: the numbers matter, but they're rarely what's really on a client's mind. Financial planning in later life is about more than just numbers — it's about security, clarity and confidence. Behind every super balance and pension projection is a person wondering whether the life they've worked so hard for is truly secure.

He holds a Graduate Diploma in Financial Planning and advises as an Authorised Representative of Lifespan Financial Planning, recently named Best Independent Dealer Group of the Year at the Australian Wealth Management Awards.

Where Manny can help

Manny specialises in holistic financial advice for Australians approaching and entering retirement — the decade or so where the decisions you make carry the most weight.

Superannuation & retirement planningKnowing exactly when you can afford to retire, with the right products, invested correctly, behind a long-term strategy.
Turning your super into a steady incomeStructuring pensions and drawdowns so your money lasts — and supports the lifestyle you've planned for.
Transition to retirementEasing out of full-time work without leaving money — or peace of mind — on the table.
Centrelink & Age Pension entitlementsUnderstanding what you may be entitled to and how it fits alongside your own savings.
Protecting your family and your legacyThe right insurance and beneficiary structures, so the future you've built is secure for the people who matter.

How Manny works

Manny is known for being friendly, practical and refreshingly easy to talk to. He won't bury you in acronyms — he listens first, tailors everything to your goals, and explains your options in plain English.

Integrity

Always acting in your best interest. No sales agendas — just honest, transparent advice.

Clarity

Simplifying the complex, so you understand every decision and what it means for you.

Support

With you for the long haul — guiding and adjusting your plan as life changes.

Behind the scenes

The team supporting Manny

Manny's advice is his own — but delivering it well takes a small team behind the scenes. From helping people find Plan My Wealth to keeping the practice's administration, planning and research running smoothly, they help quality advice reach the clients who need it.

Eloise

Marketing manager

Leads marketing for Plan My Wealth — building the brand, telling the practice's story, and helping more Australians find their way to Manny.

Justine

Website and marketing

Uses his IT skills to build and manage the practice's website and online presence, helping the right people find Plan My Wealth when they need financial advice.

Matt

Operations and Paraplanner

Supports the delivery of quality financial advice through research, paraplanning, compliance and efficient advice processes.

Mary

Advice strategy

Helps support Manny in constructing advice, working behind the scenes so every recommendation is well researched and clearly put together.

Jonathan

Advice strategy

Helps support Manny in constructing advice, working behind the scenes so every recommendation is well researched and clearly put together.

Victoria

Administration and financial planning

Handles the practice's administration and supports the financial planning process, keeping client files, appointments and paperwork running smoothly behind the scenes.

Beyond the office

Away from work, Manny is happiest with family and friends — camping and four-wheel driving along the Murray River, or out on the golf course chasing a better round.

It's a balanced outlook that mirrors how he approaches financial planning: helping you grow your wealth, yes, but never losing sight of the reason you're doing it — to actually enjoy the journey.

Retirement should feel like a decision you're ready for — not a question mark.

Free Consultation

+61 433 564 003 · manny@planmywealth.com.au
The Watermans Bundoora, Level 2, 1/3 Janefield Dr, Bundoora VIC 3083