Financial Planning, Advisory & Business Consulting
Who You Are
We work with people who are typically earning $250k household income, have $200k in super and have their cash flows at a point where they can save some money at the end of each year.
Here's one case study that might fit your current situation
How We Can Help
Financial Planning is all about getting your ducks in a row so that you know you’re going to be hitting your goals on time for your ideal retirement. If you’re a business owner it can be extra complicated making sure that you’re across everything - so that’s where our business advisory service can help you get an objective view of your operations.
Upside: We have saved some clients decades when it comes to reaching their goals
Emotive: You will have more time with their family & have the freedom to support them financially as well. (Insurance & safety in here too maybe?)
Let's work together
If you'd like to talk about how you can improve your current financial situation,
feel free to book in time to fast-track the process.
Let's work together
If you'd like to talk about how you can improve your current financial situation, feel free to book in time to fast-track the process.
This is Why We Do What We Do
Here's what other's say about working with our team.
Sai Wai Yan
Highly recommend Plentitude Wealth team. They service their clients 110% and will go above and beyond.
Mark Robinson
The team provided my wife and I with invaluable advice about what's required to attain our financial goals. Their honest and informed approach provided us with realistic expectations about the strategies we need to implement over the short-, medium- and long-term.
Clint Artes
After a few months of meetings, and no money down (until recently!) they have answered all our concerns and helped us make a solid plan... I feel more confident now in the possibility of a great financial future for my family.
Mohammad Onik
They have provided crucial advice around personal financial management and future goals from the initial consultation. They are knowledgeable and talks to the point. We will continue our journey with Team Plenitude to shape up our future financial goals.
Contact Us
68 Highland Terrace, St Lucia, QLD 4067
P: 1300 641 006
Privacy Policy • Terms and Condition •
Privacy Policy • Terms and Condition •
© Copyright 2026 Plenitude Wealth
Legacy Financial Planning Pty Ltd as Trustee for Pembrokeshire Trust | ABN 91 167 254 202 | AFSL 519446
Located at PO Box 8261, Subiaco East 6008, contact number: 08 6226 9609, email: [email protected], website: www.legacy.net.au.
This is Why We Do What We Do
Here's what other's say about working with our team.
Sai Wai Yan
Highly recommend Plentitude Wealth team. They service their clients 110% and will go above and beyond.
Mark Robinson
Andrew provided my wife and I with invaluable advice about what's required to attain our financial goals. His honest and informed approach provided us with realistic expectations about the strategies we need to implement over the short-, medium- and long-term.
Clint Artes
After a few months of meetings, and no money down (until recently!) they have answered all our concerns and helped us make a solid plan... I feel more confident now in the possibility of a great financial future for my family.
Mohammad Onik
Andrew has provided crucial advice around personal financial management and future goals from the initial consultation. He is knowledgeable and talks to the point. We will continue our journey with Andrew to shape up our future financial goals.