PLM Financial Group is a financial planning business offering specialised tailored advice. We focus on the creation, growth, protection and ultimately the enjoyment of wealth for our clients.

Our philosophy is similar to building and maintaining a beehive colony. Bees work as a team to create stores of honey for their future. The more honey produced, the more successful the colony will be.

Similarly, we work collaboratively with you to build and protect your financial wealth, to help you reach your financial goals sooner.



We provide comprehensive advice that caters to the needs of individuals in various stages of life, and strategies that focus on the important single life events that impact your financial well-being.


Our knowledge allows us to provide holistic financial planning services and solutions in the following areas:

  • Retirement Planning

  • Risk Insurance

  • Superannuation

  • Wealth Creation

  • Business Planning

Our ultimate goal is your financial freedom

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Our Ultimate Goal is Your Financial Freedom.

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PLM Financial Group Pty Ltd ABN 85 181 475 198 is a Corporate Authorised Representative of Financial Services Partners Pty Ltd, ABN 15 089 512 587 AFSL 237590