Planet Wealth Pty Ltd

Financial advice provided by Planet wealth very useful and appropriate to our personal circumstances. Ali of Planet wealth is very switched on and experienced with financial planning. He is able to assess your financial needs and provide appropriate advice suiting to your personal circumstances. I definitely recommend his services.

Ali Mohammed from Planet wealth, is an energetic person providing a positive influence to those with whom he interacts. We sought Planet wealth services to advise us on financial planning for our new home. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. You are always happy and engaging, but at the same time, we are never in doubt of your professional acumen. You always explain everything thoroughly and we never feel uncomfortable asking questions or expressing an opinion. Thank you Ali Bhai and team for your warmth, kindness and support. Thank you again and big hugs. I’d happily recommend Planet wealth to anyone wanting a holistic personalised service. - Sudharsan and Ramya

Thank you so much for all of your help and advice "Ali Bhai". You made our life stress-free, we appreciate it. Your knowledge and passion for help really reflect the way you look after your clients. Your deep analytical thinking, passion for wealth management and putting a client's interests first approach help us to mitigate risk and build security in a comfortable and informed way.

Ali from Planet Wealth is extremely helpful. He listened to my goals and propose plans that tailor to my long term goals. It has been a pleasure working with the team at Planet Wealth, they are professional, timely and up to date with market conditions.

Ali is our financial advisor. We known him from 2014 onwards. When we require his services, he always ready to help. He is very friendly, always treat us a family. He guide us as per our requirements and giving us few different ideas and explanation.
I gave him so much hassle or asked so many questions but Ali never got stressed out. He is very calm, honest and upfront to solve our issue.
I highly recommend Ali from Planet Wealth
Thanks Ali

Ali is a highly dedicated/supportive financial advisor. His expertise, honesty, and commitment to helping people in meeting their financial goals are what everyone should look for in a financial advisor.

He is more than just a financial advisor; he has also become a trusted friend and I would not hesitate to recommend Ali and Planet Wealth to anyone who needs business/personal financial advice. Exceptional Services!

Thank you, Ali and Planet Wealth Team, for your assistance and support.

Best wishes to you and your team!

Meeting Ali and getting the advice, without knowing we needed that, was truly life changing. Despite having been getting advice from someone else in the past, when we decided to review with Ali and get his advice and follow that through, little did we know that how important that was. Without Ali's advice and recommendations and the way he had structured our needs, we would have been in an unimaginable situation that god forbid anyone should be in. Thanks to Ali and I will truly and honestly recommend Ali to anyone with my eyes closed.

Ali has been just awesome in not only providing me with sound financial planning advice but also ensuring the apt wealth protections plans are in place. His sound financial acumen, calm & composed demeanor, easy accessibility, and overall positivity makes him an invaluable asset in your financial planning journey! Thanks Ali.

Ali is our Financial planner. Whenever we sit and discuss our finances or our retirement plans he looks after us like family. He has guided us in making good decisions according to our situation and needs. I will gladly recommend Planet Wealth to anyone!

I was looking for a financial planner who would help myself with financial strategy, goals, support, investments, loan management, superannuation, and retirement planning.

At the first meeting, Ali assessed my situation and identified the financial potential. He followed it with a one-on-one session by providing an insightful presentation on my long-term future.

I wanted to grow my family and upsize my family house. I was anxious with the process of selling my property. Ali gone out of his way to help me out in the auction.

He is extremely knowledge, trustworthy, helpful and a diligent professional. Thanks to Ali's advice I am confident of my future.

I would highly recommend Planet Wealth and Ali to anyone looking for a long-term relationship with a trusted financial adviser.

Ali consolidated our super and takes the time to explain our current status every year. Excellent service!

Ali ji has been such a great help with managing and advising investments and also any money related queries I have had. Highly recommend to everyone!

Thanks, Garvit

Ali and his team provide a professional and experienced service which is highly personalised and detailed. I now have much peace of mind knowing my retirement strategy is secure, thank you Ali and Minakshi.

Ali has been a trusted advisor to me for a few years now and I am really happy with the service. Really appreciate the way Ali understands client needs and requirements. Highly recommend.

As a university student with a part time job I thought it was a good idea to get some financial planning advice early on. Ali was excellent at explaining what needs to be done at this stage to achieve long term financial stability and success. He provided me with very useful tips and advice on how to commence my financial journey while also being able to enjoy life. I will highly recommend him to all young folks who are looking for guidance on commencing their financial journey.

Ali and Planet Wealth Team are making a positive impact in the community. We got to know Ali around 3 years now through one of my friends. It has been an amazing journey for us ever since. It opened a new world of opportunities that we could pursue taking calculated risks for a better future.
What attracted me the most is that he patiently listens to your current situation, understands your plans, and comes back with a perfect financial solution that takes care of all your financial needs till the time you live in this world. Not so aggressive but giving prime importance to the lifestyle that we live first.
During our conversation, one of his quotes really did strike is "Let me worry about your finance while you focus on 100 other things". And I could see his team is just doing it for me.
Thanks, Planet wealth team and all the very best.

Ali has been a trusted advisor to me for many years now and I am extremely happy with the service. Highly recommend.

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!

Mr. Ali’s guidance through helping us with our Financial Planning strategies has always been on point and extremely helpful.

He listened to our situation patiently, and advised us on the best ways to manage our finance in a manner that would be practical for us. He has also helped us implement them through regular follow ups.

I highly recommend Mr. Ali and Planet Wealth for being the best financial planner and best mortgage broker in Melbourne’s south east suburbs.

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.