About Us

Planet Insurance and Financial Planning is a local Melbourne based business operating in Glen Waverley and West Melbourne.

Our main purpose of our business is to bring the right knowledge, expertise and guidance to identify and help you achieve your specific lifestyle and financial goals. We’re committed to helping you realise your financial possibilities, and can show you how to make the most of what you have.

What is it that we do?

Pleased to meet you : Our first meeting is about getting to know each other and making sure that we are comfortable partnering together. We will ask about your personal life goals and your current financial position, to get a better understanding of how we can help you.

Considering your needs : Using the information you've given us, we will look at the seven key building blocks (or strategies) of creating wealth. These include:

• Budgeting
• Investing
• Managing debt
• Managing tax
• Super
• Protection
• Social security.

Based on your financial situation, we will suggest some financial strategies around these building blocks to help you make informed decisions about how to invest and protect your money.

A plan to suit : We will then create a personal financial plan for you to consider and discuss. This may include a mix of financial strategies and a recommendation of appropriate products for you.
Once you are happy with your plan, we will implement your strategies as agreed.

Refit and review : Just as markets move and change, so do your circumstances. It's important to review your plan annually to make sure you're still getting the most from your money and it continues to provide what you need.

That’s why we believe in forming long-term relationships with our clients.