Manny Tran

Hi, I’m Manny Tran, Director and Senior Financial Adviser at Plan My Wealth. I help individuals, families, and professionals gain clarity, confidence, and control over their financial future through transparent, flexible, and evidence-based advice.

At Plan My Wealth, our approach blends smart strategy with genuine care — combining retirement planning, protection, and wealth creation to help clients live life with purpose and long-term security. Whether it’s building investments, navigating superannuation and Centrelink, or structuring insurances for peace of mind, I provide clear, actionable advice tailored to every stage of life.

I bring an analytical yet practical lens to financial advice — focusing on informed decision-making, behavioural finance, and long-term wealth outcomes.

Above all, I believe financial advice should empower, not confuse. My goal is to simplify complexity, align strategies with what truly matters to you, and walk alongside you as a trusted partner on your financial journey.