I had a great experience working with Ali at Planet Wealth. He was very professional, knowledgeable, and took the time to clearly explain everything in a simple and easy-to-understand way. His communication was always prompt and transparent, and I felt well supported throughout the entire process. I truly appreciate his guidance and would confidently recommend Ali to anyone looking for trustworthy financial advice.
Financial planning · Melbourne.
Build Your
Financial Future
Expert financial planning and wealth management services to help you achieve your dreams and work towards your tomorrow.
Our services
Advice for every stage of life
Clear, tailored strategies built around your goals, not products.
Financial Planning
A complete plan for your income, savings, debt and goals, reviewed as life changes.
Learn moreSuperannuation
Fund selection, contributions and investment strategy to grow your super efficiently.
Learn morePersonal Insurance
Life, TPD, trauma and income protection cover matched to what you need to protect.
Learn moreEstate Planning
Wills, powers of attorney and beneficiary strategies so your wishes are carried out.
Learn moreFinancial Health Score
How healthy are your finances?
Answer 8 quick questions and get a personalised score with practical next steps. Free, takes 2 minutes.
Why Planet Wealth
Advice you can actually understand
One adviser, start to finish
You work with the same person who knows your story.
Plain language
No jargon. You will understand every recommendation and why.
Transparent fees
Agreed up front, in writing, before any work begins.
Local and accessible
Meet in Glen Waverley, online, or after hours by arrangement.
Ongoing reviews
Your plan is revisited as markets, laws and your life change.
Our process
Three steps to a clear plan
01
Discover
A complimentary conversation about where you are, where you want to be, and what matters most.
02
Design
We build a clear, written strategy with modelled outcomes and agreed fees.
03
Deliver
We implement together and review regularly so your plan stays on track.
Client reviews
What our clients say
Ali has been very supportive throughout the entire process, making everything feel smooth and stress free. As someone in their 20’s, I don’t have a strong background in finance, but he took the time to explain everything clearly and in a way that was easy to understand. Ali understood my goals and tailored his advice around what I wanted to achieve. I’d highly recommend Ali to anyone looking for a knowledgeable, trustworthy, and approachable financial advisor!!
I’ve known Ali from Planet Wealth for a while now, and honestly, he’s more than just a financial advisor he’s someone who genuinely cares about people and their goals. From our very first chat, Ali made everything so easy to understand. He didn’t just throw numbers or plans at me he took the time to listen, to really understand where I’m coming from, and what I’m trying to build for my future. What I admire most about Ali is his honesty and patience. He never rushes through anything, and he explains every detail in a way that makes you feel confident and in control. You can tell he truly wants the best for his clients not just financially, but personally too. Thanks to his guidance, I feel so much clearer about my financial direction and have real peace of mind knowing my future is in good hands. Ali’s the kind of advisor you can trust completely reliable, down-to-earth, and always there when you need advice or reassurance. I couldn’t recommend him enough. If you’re looking for someone who combines deep financial knowledge with genuine care, Ali from Planet Wealth is that person.
Ali has been very responsive and been amazing in helping me organize my finances and financial mindset. I am very inspired by the strategies he provides but more than that how invested he is in helping me growth my wealth. Highly recommend him for the advise as well as the real humanness that he brings in to really empathise with my personal circumstances and assist with my personal and business financial future! Thank you and huge gratitude!
Ali was very helpful with helping us to choose the right insurance policy. He provided us with lots of options and informations too…. Ali is knowledgeable and reliable. I will recommend Ali any time for any financial advice……..
FAQ
Common questions
Yes. The initial 45 minute consultation is complimentary and without obligation. It is a chance for us to understand your situation and for you to decide if we are the right fit.
Start with a complimentary consultation
45 minutes, no obligation. We'll listen, then tell you honestly how we can help.