At Plan4wealth Pakenham, we build long-term partnerships with our clients to assist them at every step in building, protecting, and managing their wealth and lifestyle for themselves and their families. In other words, we help real people have enough money to live a life they love!
So, whether you are already in or just approaching retirement, working out how to invest an inheritance, or just want to take more control of your investments through a Self Managed Super Fund (SMSF), we can help you.
Our financial planning specialisms are:
- Retirement planning
- Pre-retirement strategies
- Self Managed Super Funds
- Investment services
- Banking solutions
Financial Services and Credit Guide
Meet our Professional and Amazing Individuals
Mary founded Plan4wealth in 2005, to provide affordable financial advice to everyday Australians around Pakenham in South East Victoria. She is an Authorised Representative of Count Financial.
Mary Benton has almost 40 years of experience working in financial services, starting as a chartered accountant in England before emigrating to Australia in 1988.
Ad Dip. FP
Cathy is a born and bred Aussie who specialises in insurance and superannuation research for clients of all ages.