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Planet Wealth - Financial Advisers Melbourne

Planet Wealth - Financial Advisers Melbourne

5.0(77 reviews)See reviews ↓·Melbourne

About the company

Planet Wealth is a financial advisory firm founded in 2008, operating for over 15 years. It serves more than 500 clients across Victoria, based in Glen Waverley and extending throughout Melbourne's eastern suburbs and beyond.

Its legal entity is Planet Wealth Pty Ltd, and it is an Authorised Representative of Akumin Financial Planning Pty Limited. Anwer Ali Mohammed is associated with the firm and holds an AFP certificate. Services include financial planning, superannuation, retirement planning, SMSF, personal insurance, and estate planning.

What customers say

Based on genuine customer reviews

Based in Glen Waverley, Victoria, Planet Wealth - Financial Advisers Melbourne operates as a financial planning practice, carrying a 5-star average across 77 reviews. The Google listing categorises it as a financial planner. As with other entries in this directory, the figures reflect a snapshot of the practice's public Google listing.

Finance brokerFinancial consultantFinancial advisorInsurance brokerInvestment serviceLife insurance agency
Planet Wealth - Financial Advisers Melbourne — Customer photo

Reviews

Reviews are taken from publicly available sources.

PC
P C11 May 2026

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!!

RS
Raine&Horne Sam Aslani5 May 2026

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.

SV
Supriya Venkat29 April 2026

I have been with planet wealth for many years now. They have provided great advice, highly knowledgeable and professional. They have helped explain, guide and support my financial decisions. Thank you planet wealth.

JJ
Jipson Jose18 February 2026

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……..

KF
Karina Foo KM (Karimei)30 October 2025

Ali is calm and highly knowledgable in all areas of financial and future planning. As a migrant myself, working hard isn't enough to build sustainable wealth for the future and I've learned from Ali how to not only make my money work harder for me, but future proofing my life. I recommend his services and advice for anyone who wants to plan for a better future.

OF
Odri Fernandes28 October 2025

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!

BG
Biz Growth Network14 October 2025

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.

Financial advisers & planners in Melbourne compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.

RankProviderRatingReviewsOpen Sat.
1Planet Wealth - Financial Advisers Melbourne (this page)★ 5,077No
2Forward Path Advisory★ 5,0190No
3Index Wealth★ 5,0623No
4Australia Wide Financial Planning★ 5,030No
5Stephan Independent Advisory★ 5,02No
Contact
+611300004254planetwealth.com.au921 High St Rd, Glen Waverley VIC 3150
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed