LIVE THE RETIREMENT
you’ve Always Dreamed of!
With a clear, step-by-step, financial plan!
FINANCIAL CONFIDENCE
FINANCIAL CLARITY
FINANCIAL FREEDOM
Beware of Financial Noise
Too much information abounds and it’s hard to work out what’s even relevant to you.
Don’t get stuck in ‘paralysis by analysis’ and miss out on the retirement you’ve always dreamed of!
Regain Financial
Confidence
Enjoy Clarity Over Your Next Steps
Choose Your Own
Adventure
Why Plan4Wealth Pakenham?
Are you ready to make the right financial steps towards
living a life you love?
We realize people face different challenges at different stages of life, that’s why financial planning cannot be a “one size fits all solution” It has to be tailored to your individual situation, needs, and goals.
Why Mary Benton?
Because we also feel frustrated by how complex everybody else makes this.
It doesn’t have to be that way!
- Financial planning specialist since 2005
- Chartered Accountant, Financial Planner, Mortgage Broker
- Over 200 happy clients
Pre-Retirement:
Retirement Planning Strategies
Plan4Wealth helps individuals approaching retirement to strategically prepare for their future. We assess your retirement needs, evaluate your finances, and create personalized plans to maximize your savings. With expert guidance and a focus on early planning, we ensure you transition smoothly into retirement with financial security and peace of mind. Start planning today to secure the retirement you deserve.
AT Retirement:
Retirement Ready
Steps
Plan4Wealth guides Australians retiring within the next six months through the essential steps for a smooth transition. We help you review your goals, optimize your savings, and create effective exit strategies. With personalized guidance and continuous support, we ensure your retirement is everything you’ve dreamed of. Start your journey to a stress-free, fulfilling retirement today.
Within retirement: investment management
Plan4Wealth provides comprehensive support throughout your retirement, offering more than just investment management. We assist with Centrelink, inheritance planning, downsizing, and aged care advice. Our tailored services ensure that retirees enjoy peace of mind and a worry-free retirement. Let us help you navigate the complexities of retirement living with confidence.
HOW IT WORKS
Live the retirement you’ve always dreamed of – because you’ve earned it!
Learn how we can help you make the right choices for life’s important financial decisions, such as:
- Preparing For Retirement
- Investing tax effectively
- Structuring Your Wealth
- Investing in direct property
- Selling a Business
- Eliminating debt
- Claiming Centrelink
- Receiving or leaving an Inheritance
- Planning for aged care
- Downsizing in retirement
- Structuring your estate planning
How a professional financial
adviser can help?
When you are facing key life events, it can be difficult to maintain your perspective. That’s why it helps at these times to have professional input to keep you on track with your long-term goals, optimising your overall financial position along the way.
Contact us to let us help you on your Financial Journey!
Meet Our Friendly Team in Pakenham, Australia
What our satisfied customers have to say
Initial consultation with Mary re:our finances were a huge success. She was able to advise us on things (at no cost)we can do to accomplish our finance goals and guide us on our retirement plans. Looking forward to working with Mary and her team soon again. Highly recommended.
Fantastic chatting with Mary. Very easy to relate too and most helpful for my requirements and put me on the right track. Highly recommended from me. Thank you.
I was feeling very nervous about my upcoming retirement, but after speaking with Mary and implementing her advice, lm now looking forward to my future
Had a chat with Mary about my finances. She is wonderful explaining each and every option I have. And her guidance/ assistance is crystal clear, lovely to chat with her. I'm looking forward to working with her in the future.
I can not speak highly enough of Mary and Plan4Wealth. During my initial (free) consultation with Mary, she provided advice which I could action straight away and did not require her services. In addition, Mary was very knowledgable on other more complicated matters and I will have no hesitation in utilising her services to progressing those investment options down the track. I highly recommend.
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.
Im very happy with Plan For Wealth, Mary was able to help me sort through how to best secure/use my assets and made me feel comfortable enough to ask questions 😊
I received such helpful advice and offered insight into options I didn’t know were accessible for me. I’m super grateful for my call! Thank you!
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 plansHighly 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
Mary, Aiza and her team are always so helpful and make suggestions that we may not be aware of. They know the investment and Centrelink landscape so well. Thanks to Aiza for all the help with forms and centrelink. We have been with Plan 4 Wealth for around 2 decades and feel we have a great relationship. Would highly recommend the team. Just amazing!!
I had a preliminary chat with Mary yesterday.I found her very friendly and helpful and more importantly easy to understand.I have no hesitation in recommending Plan4wealth and will be returning to use their services in the future.
Mary has been a big help over the years and has a great command of all things financial. She is kind, and friendly. She will help you with investment planning, super portfolio construction and wealth building. Mary also has great knowledge of all Centrelink rules and regulations and the whole super, retirement, SMSF, tax and compliance related issues. Mary’s staff: Aiza and Cathy are also a great support for most and any back office related issues and provide a good interface between you and any service providers you might use, such as fund managers, insurance companies and the like.
Mary has assisted a number of my clients. Not only is she very caring, her strategic recommendations have proven to be invaluable for them.
Don’t get stuck in all the Financial Noise!
