Plan With Purpose, Live With Confidence
Tailored financial strategies that grow with you—because smart planning today means a more confident tomorrow.
Your Future, Backed by Experience
At Plan Ahead Wealth, we believe that the foundation of financial success lies in trust, transparency, and a strategy tailored to your unique goals.
Founded by Jack Haddad, our advisory team brings deep industry knowledge and a genuine commitment to helping you grow and protect your wealth—whether you’re starting out, mid-career, or preparing for retirement.
Meet the Advisors
Jack Haddad
Principal Advisor & Director
Christopher Haddad
Financial Advisor
Who We Help
Young Professionals (20s–30s)
Get started with saving, investing, and super—without giving up your lifestyle.
Mid-Career Adults (30s–50s)
Plan for your family, grow wealth, and protect what matters most.
Retirees & Pre-Retirees (50s–70s)
Retire confidently with clear strategies for income, lifestyle, and protection.
Services Offered
Led by founder Jack Haddad, our team is here to help you make confident money moves—whether you’re just getting started, growing your wealth, or planning for life after work.
Full-Scope Financial Planning
Strategic, big-picture advice designed to set you up for long-term success, security, and peace of mind.
Asset Allocation Services
We build and manage portfolios that strike the right balance between risk and return—aligned with your goals, timeline, and comfort level.
Superannuation & SMSF Advisory
Whether it’s growing your super or navigating a self-managed fund, we’ll help you get the most out of your retirement savings.
Retirement Planning
Feel confident about what’s next with tailored strategies focused on income, lifestyle goals, and long-term financial wellbeing.
Investment Advisory
Tap into a wide range of investment options—from shares and managed funds to custom-built portfolios—designed to grow your wealth.
Gearing Strategies
Boost your investment power with smart borrowing solutions that aim to maximise returns without pushing your risk too far.
Wealth Protection
Safeguard your income, family, and future with tailored insurance strategies—like life cover, trauma, and income protection.
Redundancy & Early Retirement
Navigate major transitions with clarity. We help you plan for early exits, career shifts, and unexpected changes with confidence.
Not sure where to start?
Why Choose Us
Trust
We believe in honest, transparent advice that always puts your interests first.
Expertise
Our licensed advisors bring experience & in-depth financial knowledge
Personalised Service
No two goals are the same. That’s why we tailor every plan to your life.
Simplicity & Clarity
We simplify the complex, guiding you with clear, practical advice
Our Process
Schedule Your Free Strategy Session
Get Personalised Advice
Put Your Plan into Action
We’re committed to helping Australians plan smarter, invest confidently, and build a secure financial future.
Clients guided through personalised financial strategies
Combined experience across investment, retirement, wealth planning
In funds under management
Fee-Based, no commissions on investment products.
What Our Clients Say
“I can’t recommend Chris and Jack enough! They have provided excellent advice to my wife and I. From the first meeting they both went above and beyond with their service, advice and communication. We feel much more confident with our investment portfolio and better protected with our insurance.”
Mohammed J.
“Jack and Chris recently helped my husband and I in planning for our future and brought to my attention matters I never would have thought of. They answered all my questions clearly and were so professional, friendly, and so thorough in their service. Highly recommend!”
Mary M.
“Jack and Chris have been amazing to deal with. Their service was always carried out efficiently, professionally and in a timely manner. My husband and I are thrilled with the work they have done for us and cannot recommend Plan Ahead Wealth highly enough!”
Olga M.
“In our first meeting, both Jack and Chris took the time to understand our financial and retirement goals and provided tailored advice that was easy to understand. They guided us through investment options, retirement planning, and even ongoing budgeting strategies, all while making the process feel less daunting to people who knew very little about the system. They took care of everything all whilst explaining the whole procedure step-by-step to keep us both up to date along the way.
Thank you both for your exceptional service!”
Steve P.
