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Planright Financial Services

Planright Financial Services

  • Investment & Wealth Management
  • Belconnen, ACT
  • ABN 88 607 059 585
  • Rated 5.0 out of 5 on Google, 1 review, as of 23 Oct 2026

Planright Financial Services is a Belconnen advice practice led by Aaron Downey. It offers investment, superannuation, SMSF, retirement and protection advice with an emphasis on clear explanations and practical choices.

Company Overview

Planright Financial Services is a boutique Belconnen financial planning practice led by Aaron Downey. Aaron has extensive experience in personal advice and aims to explain technical financial matters in straightforward language. The practice addresses investments, wealth accumulation, superannuation, retirement and personal protection. Prospective clients can begin with an introductory appointment to explain their questions and see whether an advice relationship would suit them.

Investment guidance begins with the client's goals, risk preferences and intended investment period. Aaron also advises on industry, retail and defined-benefit superannuation schemes, as well as self-managed super funds. Retirement discussions may examine tax-effective income streams, while younger households often have questions about borrowing, family protection and changing expenses. The firm brings these decisions together into a practical sequence, helping clients understand why each step may be relevant.

Services & Expertise

AI-generated from public information. Please verify against actual business needs.

Service Focus
  • Investment Advisory11%
  • Wealth Management11%
  • Risk Management11%
  • Superannuation Advice11%
  • Financial Planning12%
  • Retirement Planning11%
  • SMSF Advice11%
  • Asset Allocation11%
  • Managed Funds11%
Service Area
ACT
85%
Online
15%
Client Size
IndividualsFamilies

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