OUR PEOPLE

Our people are enthusiastic, positive and take ownership of what they do.

OUR CLIENTS

Our clients appreciate the value of knowledge and respect quality advice.

OUR FIRM

Our firm enables our people and clients to achieve their goals with ideas and commitments.

How can we help you?

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Discover Powerful Unknowns

We help you discover powerful unknowns by providing high level investment forecasting services, wealth strategies specialization and step-by-step guidance with the ultimate goal of empowering you to gain better positions.

WHO WE ARE

More About Planning Ideas

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. 

Locations

Ground Level Suite 502 / 111 Pacific Hwy

North Sydney NSW 2060

Shop 6 / 465 Victoria Ave
Chatswood NSW 2067

Suite 10, Level 14, 528 Kent Street, Sydney

This office is operating independently by the Allied Tax Ideas Partner “Wealth Edge Pty Ltd” (ABN 56 610 301 721) .

Visit Planning Ideas

Free Consultation Upon Booking

Types of Services We Offer

One Off Advice

Looking for immediate one-time advice? Find out what we offer!

Ongoing Advice

Looking for consistent and continuous advice and reviews? Get in touch!

Planning Ideas

Tell Us About You

Our vision is to help people to discover the powerful unknowns, so they can gain better positions. Our philosophy is to achieve an outstanding result with the collaboration of multiple ‘Ideas Firms’.

Fresh Graduates

I’m finalizing my studies now, how do I plan my future?

Starting Out

I am starting to accumulate funds. Where do I go from here?

Building your Wealth

Worrying about mortgages, building a family and solidifying my career - how do I plan accordingly?

Career Maturation

I’m at the peak of my life - What do I do?

Retirees

How do I wisely look after my retirement plans?

Business Owners

How can I improve my business’ allocation and position?

Book Your Free Consultation Today!

Panbo Ye

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

Meet Panbo to start your plan

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