LIVE THE RETIREMENT

you’ve Always Dreamed of!

With a clear, step-by-step, retirement 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

A broken piggybank with coins for a financial emergency

Why Plan4Wealth?

Are you ready to make the right financial steps towards
living
a life you love?

I 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 I also feel frustrated by how complex everybody else makes this.
It doesn’t have to be that way!

Pre-Retirement: Retirement Planning Strategies

Are you retirement-ready?  Plan4Wealth, Financial Advisors Pakenham, can show you the key steps to achieving your dream retirement, ensuring you manage your finances effectively, optimize your savings, and navigate Centrelink complexities.

Retirement Planning: Retirement Ready Steps

Book a free appointment with Plan4Wealth Retirement Planning services to secure your dream retirement, learn goal-setting, manage finances, and protect your savings.


Wealth Management: Retirement Lifestyle

Plan4Wealth offers Retirement Lifestyle Management services, including Centrelink liaison, investment management, downsizing options, and aged care advice, ensuring a worry-free retirement experience.


HOW IT WORKS

STEP 1

Have a Coffee with Mary!

STEP 2

Allow me to create a customised plan that's unique to you

STEP 3

Let's execute the
Plan together

An old couple browsing through retirement planning options in their local area

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:

  • Structuring Your Wealth
  • Peace of Mind of a Second Opinion
  • Receiving or leaving an Inheritance
  • Selling a Business
  • Preparing For Retirement
  • Managing Your Money in Retirement
  • Ending a Relationship
  • Saving for Something Special
  • Suffering Ill-Health
  • Death Of A Loved One
  • Leaving A Legacy

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

What our satisfied customers have to say

Plan4Wealth
5.0
Based on 13 reviews
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Lucon FosterLucon Foster
20:52 18 Jul 23
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.
Karen DartKaren Dart
03:22 22 Jun 23
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 😊
Bec PotalejBec Potalej
02:48 22 Jun 23
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!
Lara MurrayLara Murray
08:10 14 May 23
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!
Daniel FowlerDaniel Fowler
06:09 09 May 23
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
Dr John StewartDr John Stewart
04:36 17 Feb 23
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!!
Katrina KennedyKatrina Kennedy
02:51 25 May 22
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.
Ron SteinwallRon Steinwall
00:39 15 Dec 19
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.
Marcus AdamsMarcus Adams
06:16 06 May 19
Mary has assisted a number of my clients. Not only is she very caring, her strategic recommendations have proven to be invaluable for them.
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Don’t get stuck in all the Financial Noise!

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