We are financial and mortgage advisors based in Clayton, VIC and have been providing professional planning service since 2009.

We are passionate about helping businesses and individuals achieve their financial and mortgage goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, our financial & mortage advisors can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money
  • mortgage planning

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Anwer Ali Mohammed

Financial Planner and Director of Planet Wealth

Nicole Spencer

Compliance Manager

Minakshi Gandhi

Communications Officer

Hari Vella

Accredited Mortgage Consultant

Ayasha Shrestha

Client Relationship Officer

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Book a complementary initial consultation and discover how our financial & mortgage advisors can help you own your tomorrow