Plan4Wealth

We have benefited greatly from the advise Mary gave us. She listened to our views and our plans for retirement and understood with compassion and empathy. She has laid out a simple yet effective plan we are now following in order to meet our financial goals for retirement. There's still loads for us to do but Mary has set us on our way with some clear and achievable milestones to reach these goals.
Very professional.
Very understanding.
Very clear with the direction given.

I received such helpful advice and offered insight into options I didn’t know were accessible for me. I’m super grateful for my call! Thank you!

Im very happy with Plan For Wealth, Mary was able to help me sort through how to best secure/use my assets and made me feel comfortable enough to ask questions

Had a 1 hr session, received property financial advice for the present and for the future that made sense and I liked how personable Mary was. Easy to talk to. Have already highly recommended her to others!

Mary, Aiza and her team are always so helpful and make suggestions that we may not be aware of. They know the investment and Centrelink landscape so well. Thanks to Aiza for all the help with forms and centrelink. We have been with Plan 4 Wealth for around 2 decades and feel we have a great relationship. Would highly recommend the team. Just amazing!

I had a preliminary chat with Mary yesterday.
I found her very friendly and helpful and more importantly easy to understand.
I have no hesitation in recommending Plan4wealth and will be returning to use their services in the future.

Mary was very helpful and we feel that her suggestions for our financial well-being in our retirement are excellent
Martin

Great team to deal with always willing to give u the the advice others wont give u
i dont know were i would be now at 64 yrs of age if not for the sound leadership and direction mary and her staff have offerd me over the time with them 5 plus star

Mary has been a big help over the years and has a great command of all things financial. She is kind, and friendly. She will help you with investment planning, super portfolio construction and wealth building. Mary also has great knowledge of all Centrelink rules and regulations and the whole super, retirement, SMSF, tax and compliance related issues. Mary’s staff: Aiza and Cathy are also a great support for most and any back office related issues and provide a good interface between you and any service providers you might use, such as fund managers, insurance companies and the like.

Mary has assisted a number of my clients. Not only is she very caring, her strategic recommendations have proven to be invaluable for them.

Mary Benton and her team are exceptional financial planners and always their to listen and advise appropriately. The first meeting free.