About Us Planet Wealth offers financial advice across a range of areas for individuals, families and businesses. Our Financial Advisors and Accredited Mortgage Consultants work closely with clients to develop robust financial strategies and roadmaps. Whatever stage you are at in life – whether you are starting your career as a young adult, raising a family or are older and retired – we believe that the right guidance can help you make the right decisions for a better outcome. We are passionate about designing a rewarding financial journey for all of our clients, and we are dedicated to assisting them in achieving their short-term and long-term financial goals.