Plan4Wealth 32 Main Street, Pakenham, Victoria 3810
About the Business
Welcome to Plan4Wealth, your trusted institution for all your accounting, establishment, and finance needs. Located at 32 Main Street in Pakenham, Australia, we are your go-to point of interest for personalized financial planning.
In today's overwhelming world of information, it can be challenging to decipher what is truly relevant to your financial goals. At Plan4Wealth, we understand the frustration of being stuck in "paralysis by analysis" and missing out on the retirement you've always dreamed of.
We believe that financial planning should never be a "one size fits all solution." Each individual faces different challenges at different stages of life, and that's why we are committed to tailoring our services to your unique situation, needs, and goals.
We empathize with the complexity that often surrounds financial planning, and we're here to tell you that it doesn't have to be that way. We specialize in assisting older Australians who are looking to make the most of their retirement years. Whether you have complex financial arrangements, own one or more businesses, or have large investable assets, we have the expertise to guide you.
If you've already made your money and simply need a financial specialist on hand for a second opinion, we are here for you. Our team is dedicated to creating a customized plan that is designed specifically for you, allowing you to live the retirement you've always dreamed of because you've earned it.
At Plan4Wealth, we can help you make the right choices for life's important financial decisions. Whether you're facing key life events or looking to plan ahead, our professionals will provide the guidance you need to optimize your overall financial position.
Planning ahead is crucial as it gives you more choices in managing your money and deciding what you want to do in the future. Whether you're saving for your first home, dreaming of a vacation, or preparing for marriage, we can assist you in achieving these milestones.
Plan4Wealth Pty Ltd is proud to be an authorized representative of Count Financial Limited, a reputable financial institution. Our partnership allows us to provide you with top-notch financial services that meet the highest standards.
Please note that the information provided on this webpage is intended for informational purposes only and does not constitute financial advice. We understand that your individual needs, objectives, and personal circumstances are unique, and we take all of these factors into account when creating a customized plan for you.
Don't let the complexities of financial planning hold you back from living a life you love. Contact Plan4Wealth today and let us help you take the right financial steps towards a brighter future.
Photos
Location & Phone number
32 Main Street, Pakenham, Victoria 3810, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 8:30 PM
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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!"
"Had a 30 minute chat with Mary this afternoon about my finances. Im looking forward to working with her in the future. Great guidance and assistance, and lovely to chat with and have already put the wheels in motion for stage 1 of our plans Highly recommend"
"My wife, Sue and I have been using the services of financial planner Mary Benton for 20+ years now. I have two adult children who both use Mary Benton. Mary is skilled as a financial planner and has a good way with people. Cathy Lizza is the person in the plan for wealth team, who handles insurances. Likewise, I can say that Cathy is very skilled having worked in this area for 20+ years and is a nice person with efficiency. Aiza is the face of the business. You will speak with her when you phone. again a person who is good at her job and efficient. I am happy to recommend Mary, Cathy and Aiza"
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