We founded Plan My Wealth to give everyday Australians access to honest, practical, and forward-thinking financial advice.
We believe financial confidence is a right — not a privilege — and our role is to help you achieve it, one smart, proactive decision at a time.
Manny Tran.
At Plan My Wealth, our commitment is to help you enjoy the future you’ve worked so hard to build. We understand that financial planning in later life is about more than just numbers.
That’s why we take the time to listen, understand your priorities, and create tailored solutions that support your retirement goals, protect your legacy, and give you peace of mind. Whether you’re planning for the years ahead, navigating a major life change, or looking to support your family’s future, our team is there to help you with integrity, care, and long-term support.
Lifespan Financial Planning has garnered significant recognition within the Australian financial services industry, underscoring its commitment to excellence and innovation. In 2024, the firm was honored as the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards. Additionally, Lifespan adviser Angus Taylor received the Best Young Adviser of the Year award.
The company’s accolades also include the ifa Excellence Awards Dealer Group of the Year, achieved consecutively in 2021, 2022, and 2023 . In 2022, Lifespan was named the ifa Excellence Awards Company of the Year, reflecting its industry leadership. Furthermore, the firm secured the CoreData Licensee of the Year and Licensee Leadership Award in 2021.
These awards highlight Lifespan’s dedication to supporting financial advisers and delivering exceptional client outcomes.
We always act in your best interest — no sales agendas, just honest, transparent advice.
We simplify the complex so you can understand every decision and its potential outcomes.
We’re with you for the long haul — guiding, adjusting, and helping you stay on track as you take action toward your goals.
We always act in your best interest — no sales agendas, just honest, transparent advice.
We’re with you for the long haul — guiding, adjusting, and helping you stay on track as you take action toward your goals.
To find the best solution is to get to know you and your situation goals and aspirations, as Investment and superannuation rules and entitlements are complex. We implement solutions and make the complex simple so you can invest and plan with confidence.
There’s always more than one way to achieve
financial success, using advanced models and data driven systems, we find the and we tailor our advice to fit your unique circumstances.
Our role is to provide expert insights and support, so you feel in control of your financial future.
We once again consult on the best solutions for your unqiue circumstances, with our expert guidance, you can invest with confidence, clarity, and control—knowing your portfolio is structured for success.
We regularly rebalance your investments, keeping them aligned with your risk appetite and long-term financial plan.
To find the best solution is to get to know you and your situation goals and aspirations, as Investment and superannuation rules and entitlements are complex. We implement solutions and make the complex simple so you can invest and plan with confidence.
There’s always more than one way to achieve
financial success, using advanced models and data driven systems, we find the and we tailor our advice to fit your unique circumstances.
Our role is to provide expert insights and support, so you feel in control of your financial future.
We once again consult on the best solutions for your unqiue circumstances, with our expert guidance, you can invest with confidence, clarity, and control—knowing your portfolio is structured for success.
We regularly rebalance your investments, keeping them aligned with your risk appetite and long-term financial plan.
From Uncertainty to Confidence: How We Helped Mark and Helen Retire Without Debt
When Mark and Helen first reached out to us, they were both in their early 60s and starting to feel the pressure of planning for retirement. After decades of working hard and raising their family, they had hoped to retire by age 65—but a lingering mortgage and rising interest costs were making that dream feel out of reach.
Their biggest concern was the debt. The cost of repayments was eating into their surplus cash flow, and without a strategy, they were on track to carry their home loan well into retirement. That meant either delaying retirement or living on much less than they had hoped.
Plan My Wealth Pty Ltd is a Corporate Authorised Representative (ASIC No.1312868) of Lifespan Financial Planning Pty Ltd (AFSL: 229892, ABN 23 065 921 735)
Manny Tran is an Authorised Representative (ASIC No. 423115) of Lifespan Financial Planning Pty Ltd .
Plan My Wealth aims to be the trusted, lifelong partner for Australians who seek clarity, control, freedom, and peace of mind in achieving their financial goals — empowering smarter financial decisions for a better future.