• Learn How A

    Financial Planner Works

    A Financial Planner is a personal coach for your money. They bring the right knowledge, expertise and guidance to identify and help you achieve your specific lifestyle goals.

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  • We will help to create

    Your Portfolio

    A financial portfolio is not about putting eggs in same basket. We help you strategize your wealth towards a low risk and high return portfolio.

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  • Meet the

    Experts

    Financial Planning is a highly specialized job considering the complex nature of the financial markets and economies around the world. Get in touch with us for an expert who will unleash the power of financial planning in your life.

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Today's Blog

Videos

  • AFA Rising Star Finalists: Ali Mohammed

    Mr. Ali, the owner of Planet Insurance and Financial Planning has been selected and feliciated as AFA Rising Finalist of the year 2011. The video potrays a interview of his journey in Australia to such a height as recongnized by AFA.

Testimonials

  • I run a small business with 12 staff members(full time and casual). I got in touch with Ali to set up the superannuation accounts for myself and my staff. Ali came and explained the requirements and our obligations and set up an account for us. He also helped our staff in consolidating their super funds into one fund. Staff are saving since they only pay one fee and the business is benefited as all superannuation payments are made in one internet transaction on a quarterly basis.

    Nitin Kapoor

  • We had insurance through a bank but we didn’t realise the insurance cover was not sufficient. Ali came and took all the information, worked out how much insurance we need and suggested a product which was customised to our needs and suited our requirements. Now Ali looks after most of our friend’s insurance requirements !

    Ranjan DeSilva

  • We have been referred to meet Ali by the Cancer Council as my husband was diagnosed with Cancer and we had no idea about our superannuation or insurance. Ali came and checked all our documents and followed up with superannuation companies and found out that we were eligible for income protection insurance through our superannuation. He helped us to claim the insurance. We strongly recommend Ali’s services to everyone who want to organise their finances.

    Mary Cappola

  • Ali was referred to us by a common friend. Until we met Ali, we didn’t even know what financial planning is. Ali came to our place and explained everything in detail without any obligations. He provided all the information about insurance and superannuation and financial planning. Now we learnt a lot of things about how to manage our finances and we are confident about our future

    Harihara Rao