Why we are in business
Why Plenary Wealth?
Plenary Wealth believes there is a better way of doing things. We provide a holistic approach to financial advice that helps clients understand what's really important to them and empowers them to modify their behaviour, remove the roadblocks to wealth creation and achieve their idea of financial freedom.
Plenary Wealth is built around three extremely important principles:
- Your goals, dreams and aspirations drive our advice
- Financial success cannot be achieved without monitoring and controlling your cash flow
- Your wealth creation strategies should not make you unduly excited or nervous.
At Plenary Wealth we firmly believe that our approach to advice and management of our client’s behaviours is at the cutting edge of financial advice in Australia.