LIVE THE RETIREMENT

you’ve Always Dreamed of!

With a clear, step-by-step, financial 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

Why Plan4Wealth Pakenham?

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 Mary Benton?

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

Pre-Retirement:
Retirement Planning Strategies

Plan4Wealth specialises in pre-retirement services, ensuring a smooth transition into retirement, especially for individuals approaching retirement who are still working. Our comprehensive services include assessing retirement needs, evaluating finances, creating personalised plans, and maximising retirement savings. With our expert guidance and a proven track record, we help clients achieve financial security and peace of mind in retirement. Start planning early to secure your financial future.

AT Retirement:
Retirement Ready Steps

Plan your ideal retirement with Plan4Wealth’s Retirement Ready Steps. Designed specifically for Australians retiring from the workforce within the next 6 months, we’ll guide you through a smooth journey of reviewing your goals, budgeting, savings, and exit strategies. Our expert advisors ensure continuity and support throughout the process. Personalised guidance and proven strategies will help you achieve the fulfilment of your retirement dreams. Take the first step towards a stress-free future today!

Within retirement: investment management

Beyond investment management, Plan4Wealth provides ongoing support throughout your retirement phase. This includes navigating investment options, liaising with Centrelink, investing inheritances, exploring downsizing options, and offering expert aged care advice. Our holistic services are tailored specifically for retirees who have ceased working, ensuring peace of mind and a worry-free retirement.

HOW IT WORKS

STEP 1

Book your free call!

STEP 2

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

STEP 3

Let's execute the
Plan together

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:

Preparing For Retirement
Investing tax effectively
Structuring Your Wealth
Investing in direct property
Selling a Business
Eliminating debt
Claiming Centrelink
Receiving or leaving an Inheritance
Planning for aged care
Downsizing in retirement
Structuring your estate planning

How a professional financial
adviser 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 in Pakenham, Australia

What our satisfied customers have to say

Plan4Wealth

5.0

Based on 13 reviews

review us on

Lucon Foster

20:52 18 Jul 23

We have benefited greatly from the advise Mary gave us. She listened to our views and our plans for retirement and understood with compassion and empathy. She has laid out a simple yet effective plan we are now following in order to meet our financial goals for retirement. There's still loads for us to do but Mary has set us on our way with some clear and achievable milestones to reach these goals.Very professional.Very understanding.Very clear with the direction given.

Karen Dart

03:22 22 Jun 23

Im very happy with Plan For Wealth, Mary was able to help me sort through how to best secure/use my assets and made me feel comfortable enough to ask questions 😊

Bec Potalej

02:48 22 Jun 23

I received such helpful advice and offered insight into options I didn’t know were accessible for me. I’m super grateful for my call! Thank you!

Lara Murray

08:10 14 May 23

Had a 1 hr session, received property financial advice for the present and for the future that made sense and I liked how personable Mary was. Easy to talk to. Have already highly recommended her to others!

Daniel Fowler

06:09 09 May 23

Had a 30 minute chat with Mary this afternoon about my finances. Im looking forward to working with her in the future.Great guidance and assistance, and lovely to chat with and have already put the wheels in motion for stage 1 of our plansHighly recommend

Dr John Stewart

04:36 17 Feb 23

My wife, Sue and I have been using the services of financial planner Mary Benton for 20+ years now. I have two adult children who both use Mary Benton.Mary is skilled as a financial planner and has a good way with people.Cathy Lizza is the person in the plan for wealth team, who handles insurances. Likewise, I can say that Cathy is very skilled having worked in this area for 20+ years and is a nice person with efficiency.Aiza is the face of the business. You will speak with her when you phone.again a person who is good at her job and efficient.I am happy to recommend Mary, Cathy and Aiza

AnneGee - Yellow Hat Education

03:56 04 Jul 22

Mary, Aiza and her team are always so helpful and make suggestions that we may not be aware of. They know the investment and Centrelink landscape so well. Thanks to Aiza for all the help with forms and centrelink. We have been with Plan 4 Wealth for around 2 decades and feel we have a great relationship. Would highly recommend the team. Just amazing!!

Katrina Kennedy

02:51 25 May 22

I had a preliminary chat with Mary yesterday.I found her very friendly and helpful and more importantly easy to understand.I have no hesitation in recommending Plan4wealth and will be returning to use their services in the future.

Ron Steinwall

00:39 15 Dec 19

Mary has been a big help over the years and has a great command of all things financial. She is kind, and friendly. She will help you with investment planning, super portfolio construction and wealth building. Mary also has great knowledge of all Centrelink rules and regulations and the whole super, retirement, SMSF, tax and compliance related issues. Mary’s staff: Aiza and Cathy are also a great support for most and any back office related issues and provide a good interface between you and any service providers you might use, such as fund managers, insurance companies and the like.

Marcus Adams

06:16 06 May 19

Mary has assisted a number of my clients. Not only is she very caring, her strategic recommendations have proven to be invaluable for them.