Brand profile · Financial Services

Plan4wealth

Longwarry, Victoria-based Plan4wealth operates in Financial Services. It is privately held, and its site is plan4wealth.com.au. It holds one address on record, all in Australia. Headcount on record is 8. Its work is tagged financial planning, retirement planning and centrelink. One Australian registration (ABN) is a confirmed match. It is listed alongside four similar brands, mostly in Financial Services.

plan4wealth.com.au LinkedIn

Profile live Privately Held Founded 2005 1 entity ABN 1 office country
Registry verified · ABR
Counted staff
8
self-reported 2–10 band
Founded
2005
21 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity

  • PLAN4WEALTH PTY LTD

    ABN20114415520

    VICHigh confidenceMatched on exact nameABR

Legal entities

Plan4wealth: 1 registry entityPlan4wealth is linked to 1 registry entity: PLAN4WEALTH PTY LTD (ABN 20114415520, candidate).Plan4wealthPLAN4WEALTH PTY LTDABN 20114415520Candidate · High confidence
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PLAN4WEALTH PTY LTDABN 20114415520
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Mary Benton founded Plan4wealth Pty Ltd in 2005 to provide affordable financial advice to everyday Australians. The dedicated friendly team at Plan4wealth helps baby boomers enjoy the retirement they've always dreamed of, through helping them target what exactly that retirement looks like, then setting strategies and a unique plan to get them there.

Specialties

All 5 specialties
  • financial planning
  • retirement planning
  • SMSFs
  • small business CGT concessions
  • Centrelink

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU5 Eacott St; Longwarry, Victoria 3816Primary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Plan4wealth?

One Victoria entity on the ABR: PLAN4WEALTH PTY LTD (ABN 20 114 415 520), high confidence.

How many people work at Plan4wealth?

8 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Plan4wealth have offices?

One address on record, Australia only. Primary: 5 Eacott St, Longwarry, Victoria 3816.

Has Plan4wealth raised funding?

None linked to this brand.

What does Plan4wealth list as its specialties?

Five tags on the brand's own list, among them financial planning, retirement planning and centrelink.

Which companies are listed alongside Plan4wealth?

Four peer profiles on record: NRG Finance and Greene Financial.

What is Plan4wealth's website?

plan4wealth.com.au