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
Mary Benton
Financial Advisor
Aiza Pawley
Practice Manager
What our satisfied customers have to say
Roslyn Smith
05:32 24 Oct 25
I am so pleased that a friend put me on to plan4wealth in Longwarry,
Mary and Aiza are amazing with fantastic financial guidance, thanks to them I’m living my best life,
Thank you very much
Mary and Aiza are amazing with fantastic financial guidance, thanks to them I’m living my best life,
Thank you very much
Carole Davis
07:12 02 Oct 25
Mary and her staff are always attentive and wonderful to deal with...
Tracey Tabinor
06:10 08 Aug 25
I had my 15 minute (40mins) free chat with Mary, and I have to say, she was very approachable, spoke in language that was easy to understand, no finance jargon, and gave me some tips to put into place straight away, without any obligations. However, I went back to them with about 4 questions, and didn’t get a response. I followed up a week later and still no response. 🤷🏼♀️
Response from the owner 21:42 13 Aug 25
Sorry Tracey, mums in palliative care. I’ll reply when I can x
Darren Hnatiw
03:52 14 Jul 25
⭐️⭐️⭐️⭐️⭐️
Outstanding support and guidance
Mary from Plan4Wealth went above and beyond to help me understand exactly what I should be doing and why. She explained everything clearly and made the entire process easy to follow. I truly felt supported and informed every step of the way. Highly recommend Mary at Plan4Wealth to anyone looking for trusted financial guidance!
Outstanding support and guidance
Mary from Plan4Wealth went above and beyond to help me understand exactly what I should be doing and why. She explained everything clearly and made the entire process easy to follow. I truly felt supported and informed every step of the way. Highly recommend Mary at Plan4Wealth to anyone looking for trusted financial guidance!
Sam B
19:56 07 Jul 25
Spoke with Mary to get a sense of our hopes for retirement in a couple of years and if we were on track. I’ve been avoiding researching retirement as it was confusing, scary and contradictory when I did look online. Mary was lovely to talk with, extremely knowledgeable, explained in a way I understood, and took all the confusing parts out, leaving me with the utmost confidence in our retirement plans. We will definitely reconnect with Mary when we are ready. Highly recommend! Thank you Mary 😊 Sam & Dean
ashlee dow
11:13 29 Jun 25
Mary was excellent to talk to about our finances and investments. She had great advice and was very down to earth without being pushy. We will definitely be back in touch with her when we are nearing retirement to help us manage our retirement portfolio. Highly recommend getting in touch with her if you are wanting honest advice around your finances.
Sharon Bowman
09:17 15 Apr 25
What can I say, Mary is so easy to talk with she listens to my wishes then plans to make them happen. The whole team at Plan 4 Wealth are just amazing.
Thank you so much
Thank you so much
Katherine Henry
02:24 15 Apr 25
Mary Benton gave me the time I needed to explain my circumstances and guidance where needed. I felt confident and capable of following her recommendations and reassured about some things I already had in place. Highly recommend Mary, she was great to talk to
Nicolette Backman
06:56 11 Mar 25
Mary is PHENOMENAL. In one short meeting she has helped to guide me through the set up of my business, what to prioritise with my goals and also forward planning out the next steps in my financial journey. Thank you! So excited to work with you.
Michael Milligan
01:33 09 Mar 25
Over many years we have enjoyed an excellent relationship with Mary, Azia, Cathy and the team at Plan for Wealth both on a business and personal level. Our catch ups, be they by telephone, video or face to face, continue to be very professional, informative relaxed and enjoyable. The advice and support given by Mary and her team has always been second to none.
We have complete faith in their level of expertise and ability in this field and would have no hesitation whatsoever in recommending them as the go to professional and sound advisory consultancy.
Michael and Glenda Milligan
We have complete faith in their level of expertise and ability in this field and would have no hesitation whatsoever in recommending them as the go to professional and sound advisory consultancy.
Michael and Glenda Milligan
Hiran Rathnayaka
06:27 25 Jun 24
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.
Narelle Burdett
03:41 30 May 24
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.
Karen Lucas
23:25 01 May 24
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
G Tamilan
07:04 08 Feb 24
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.
Sophie Leete
03:58 11 Oct 23
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.
Lucon 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.
Very professional.
Very understanding.
Very clear with the direction given.
Karen 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 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 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 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 plans
Highly recommend
Great guidance and assistance, and lovely to chat with and have already put the wheels in motion for stage 1 of our plans
Highly recommend
Dr 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 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
AnneGee - Yellow Hat Education
03:56 04 Jul 22
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 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.
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 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 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.
Don’t get stuck in all the Financial Noise!
