Medical Treatment

Mon-Fri 8:30 am to 5:00 pm
Saturday 9:30 am to 1:00 pm
Sunday Closed

Emergency case


We Will Do It Together

Financial Planning

Stay Connected

How We Can Help

Our financial planners can help you in the below areas:

  • Setting a budget
  • Planning for retirement
  • Claiming your entitlements
  • Getting insured and keep it safe
  • Becoming wealthier, on the right terms
  • Getting your debt under control
  • Setting up and operate SMSF
  • Planning for what happens when you die

Helping You In The Pros And Cons


Tax Ideas Office

Book Your FREE Consultation

Who We Are

Planning Ideas Pty Limited (ABN 68 618 940 533 ) is a Corporate Authorised Representative (No. 1254987) of Alliance Wealth Pty Ltd, ABN 93 161 647 007 | AFSL No. 449221. 

Panbo Ye is an Authorised Representative (No. 1254988) of Alliance Wealth Pty Ltd. He has only one goal, to improve your position.

Refer to Alliance Wealth FSG 

Financial Planner Vs Fund Manager

  • Investment management is about managing money. Financial advice is about managing people with money. It has a large component of dealing with the “interior” of money — an investors frame of reference, and the common errors made by investors based on emotional decisions.
  • Investment management is about measuring portfolio performance by comparing returns to benchmarks. Financial advice is about delivering outcomes regardless of performance.
  • Investment management is about taking as much risk as you can tolerate. Financial advice is about only taking the risk you need to take to live the life you want to live.
  • Investment management is about maximising. Financial advice is about optimising.
  • Investment management provides cash when needed and if it’s available. Financial advice is about planning so that you can spend consciously and worry-free.

Did You Know …

  • Finanical planners are NOT the same as fund managers.
  • Financial planners help you achieve goals.
  • Fund managers do buy and sell
  • Investment is only a small portion of financial planning
  • You can …

Failing To Plan Is Planning To Fail.

Isaac Asimov

Plan Of Action

Know Your Goals

Do NOT trap yourself into selecting the best solution as there is no such thing. Each option is a double edge sword and there are pros and cons. It is important to know your goals before 

discovering solutions with us. What are your goals? Tip: pay less tax and earn more wealth are NOT goals, they are habits. 



Think about your goals and what you really need.  



Stick to your plan but don’t be stubbon. Do it right.



Review your plan, review the situation and adjust them accordingly.

You Are Not Alone

Our Professional Services Include:

We offer full accounting services including bookkeeping; tax planning and advisory; company financials; SMSF administration and more.
Our mortgage brokers are good negociators who find the best deals on the market for you. They work with your accountants and planners closely.
Our internal financial planners put your best interest at their heart. They are doing only one job - make you into a better position while achieve your goals.
Insurance plays a vital rule in your life. It provides certainties and help in the times you needed the most. Insurances can have strategies attached 🙂

Let’s Get in Touch

We’re interested in talking
about your business.

Call Now Button