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Wealth Creation

When it comes to wealth creation, we recognise that your situation is uniquely ‘you’. We’re all about building enduring relationships with all of our clients, that’s why our wealth creation strategies are tailored to you and your life stage. We’re here to help you maximise wealth. So whether you’re an absolute beginner looking to establish your investment goals or you’re well along the path to wealth creation, Plan Me is alongside you every step of the way.

What do you want from your investments? Want to understand the ‘whys’ and ‘hows’ of investing? Looking for returns in the form of income, or capital growth? Unsure of the level of risk you’re comfortable with? Plan Me can help you maximise your investments by tailoring a long-term strategy to achieve your goals, and equip you with the right tools to assist in managing your investment strategy.

Whether you’ve just secured your first job, you’re preparing to buy your first property, or you need an expert to help you kickstart or review your savings strategy to advise you whether you have adequate savings to fund a comfortable retirement, the Plan Me team can help. We help you build sound financial strategies for wealth creation. Talk to us about setting savings goals and getting control of your finances. It’s never too late – or too early – to start planning for your financial future.

Borrowing money to invest involves a significant degree of risk, which isn’t for everyone. If you’re considering this approach, it’s important to seek qualified advice before taking the plunge so that you can identify if it’s right for you. If you do choose to borrow to invest, our advisors will help you build a robust plan.

For complete wealth creation solutions and qualified advisory tailored to you, contact our team of financial planners.

Why choose Plan Me?

  • Tailored advice
  • Only pay for what you need
  • Unbiased product choices

How we've helped our clients...

"Starting up a new business isn’t easy, with so many things to think about it can be quite a stressful process. With the services of Lend Me Asset Finance and Locate Me, they have really helped to take this stress away in the way of meeting me on my job sites to sign documents and dealing directly with the Car Dealers, Bobcat Dealers and even my accountant.

The guys at Lend Me really do take the time to listen to what you are after and work in to suit you and make the transaction so simple and convenient, I can’t thank them enough! I’ve also recommended their services to 3 friends already and have only had good feedback. Lend Me have certainly gained a client for life! Reece"

"Hi there, Saturday just gone, I picked up my dream car, a 2013 black lancer LX.

I'd like to take this chance to say Lend Me Car Loan customer service was by the far the best I have ever received. What I thought was going to be tough work turned out to be the opposite. The process easy, simple and quick for me, she did the hard yards... I will be recommending friends and family... Thanks again! Regards, Stephanie"

I just wanted to say thank you... This has been the smoothest process. You and the other girls I dealt with at Lend Me Home Loans were so friendly and so efficient with everything, I felt like I was the only customer you were dealing with.

I will definitely be raving on to loads of people about Lend Me and the great service you provide.

I am stoked, this will take so much pressure off and will seriously change our lives... we can actually get ahead on payments and start saving some more money.

Thanks again, Kath :)

"Emily & I just want to take this opportunity to say a very big thank you for seeing us through our first home purchase and home loan, you have been a massive help not to mention getting us out of a sticky situation. We will definitely be in touch in the near future and will refer/recommend you to our family & friends if looking out for a friendly, helpful and reliable mortgage broker.

Take care and speak soon. Matt & Emily" 

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