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

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Why Use a Financial Planner?

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 Plan4wealth?

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

Retirement Planning

If you’re like many older Australians who have been thinking about how to make the most of your retirement years…

Pre-retirement Planning

It pays to plan ahead so you have more choices about how you manage your money and what you’ll do when you move on from work.

Self Managed Super Funds (SMSF)

If you have complex financial arrangements, maybe you own one or more businesses or large investable assets…

HOW IT WORKS

STEP 1

Book an Appointment

STEP 2

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

STEP 3

Let's execute the
Plan together

Plan4wealth-Retirement-Planning-Pakenham-Australia

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:

  • Saving for Something Special
  • Selling a Business
  • Suffering Ill-Health
  • Ending A Relationship
  • Preparing For Retirement
  • Managing Your Money Retirement
  • Receiving an Inheritance
  • Death Of A Loved One
  • Leaving A Legacy

How a professional financial
planner 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

Mary-Benton-Financial-Planner-Pakenham Australia-retirement-planning

Mary Benton

Financial Adviser

CathyLizza Financial Planner

Cathy Lizza

Insurance and Superannuation Research

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Don’t get stuck in all the Financial Noise!