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 in retirement at a timing of their choosing. In other words, we help you live the retirement you’ve always dreamed of!

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:

  • Pre Retirement: retirement planning strategies
  • At Retirement: retirement ready steps
  • Within Retirement: retirement investment management

Financial Services and Credit Guide

Meet our Professional and Amazing Individuals

Mary-Benton-Financial-Planner-Pakenham Australia-retirement-planning-Plan4wealth

Mary Benton

Senior Financial Advisor, with over 40 years experience in financial services

Ad Dip. FP

Cathy Lizza

Risk Advisor, with over 30 years experience in financial services, specialising in insurance claims

Cathy-Lizza-Financial-Planner-Pakenham Australia-retirement-planning-Plan4wealth
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