Mary Benton

I'm passionate about helping real people have enough money to live a life they love!

40 years of experience working in financial services, starting as a chartered accountant with Grant Thornton in England before emigrating to Australia in 1988 with Price Waterhouse.

Aged Care Advice

A family member taking care of a senior and taking advice on aged care

At Plan4Wealth, we are unfortunately very familiar with the trials and tribulations of navigating the Aged Care system.  Most clients approach us from a financial aspect: they want to make the right choices, maximise age pension entitlements while minimizing aged care fees and taxation, and of course investing wisely any surplus funds.  Undoing decisions in …

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Is a Self Managed Super Fund right for you? 

A financial advisor working on a persons self managed super funds

If you have complex financial arrangements, maybe you own one or more businesses or large investable assets, and you want to optimise your taxation position and take more control of your investments, a Self Managed Super Fund might be the solution for you.  What is a Self Managed Super Fund (SMSF)?  A SMSF is a …

Is a Self Managed Super Fund right for you?  Read More »

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