Plan4wealth Pty Ltd, Pakenham, VIC

At Plan4Wealth, our highly qualified professionals work with you to understand your overall financial goals, develop comprehensive strategies to help you achieve them and then work with you year after year to keep you on track. We do this through listening carefully to what’s important to you, giving you clear explanations of your options in investment, insurance and debt management, and then making honest recommendations using fully researched products or services as needed. Importantly we then continue to monitor your progress towards your goals, especially as your circumstances change over time, we proactively keep you informed of any changes, and we are always available to answer any other questions or issues as they arise. Mary Benton, the Principal, is a chartered accountant, an Associate of the Securities Institute of Australia and an Authorised Representative of AMP Financial Planning Pty Limited. OUR OFFICES.