Our friendly office · Pakenham
Real people, on the end of the phone.
When you call Plan4wealth, you reach people who know you and your plan — not a call centre, not a different voice every time. Here's who you'll deal with, and what working with us is like.
What to expect
What working with us is like
We do the heavy lifting
The markets, the admin, the Centrelink forms — we look after all of it for you, so it's simply handled.
Plain English, always
No jargon and no lectures. We explain the why behind every decision, so the choices stay yours.
Clear on fees
You'll know exactly what things cost at our first chat — before you decide to go any further.
The team you'll deal with
Two familiar faces, start to finish
Financial Adviser
Mary Benton
Your adviser, and the person who builds and looks after your plan. Read Mary's story.
Practice Manager
Aiza Pawley
The friendly voice when you call, and the one who gets the paperwork and Centrelink forms done for you.
Where to find us
Close by, and easy to deal with
We look after people right across Pakenham, South-East Melbourne and Gippsland. Most of what we do happens by phone, video or email — whatever suits you best — so you're never far from a straight answer. And when it helps to talk something through together, we'll work out what suits you.
Let's have a chat
Book a complimentary, no-obligation 15-minute phone chat. We'll talk through where you're up to, what you'd like retirement to look like, and how we can help. We'll quote any fees up front, so you know exactly where you stand. (It's general information, not personal advice.)
Book your chatOr call us on (03) 5941 5955 · Mon–Thu, 8:30am–5:00pm