Are you looking for a financial planner, wealth manager, or financial adviser in Melbourne? Well, you’ve come to the right place as we’ll share with you some of the city’s most trusted and knowledgeable financial planning experts.
Financial freedom and success are things that everyone strives for. However, making money and keeping as much of it as you can in your bank accounts are only the beginning of your journey. Many financial strategies, financial tools, and investment opportunities can help you grow your wealth so that you and your family can enjoy freedom from financial worries for the better portion of your financial life.
To make that happen, you need to have an independent financial adviser to guide and guard your best interests and protect your financial future. Fortunately, there is no shortage of excellent financial planners. So here are the top ten financial planners and advisors Melbourne has to offer.
1. ActOn Wealth
ActOn Wealth loves looking after Melburnians to successfully build their financial wealth.
Their local firm knows that wherever you are in life, whatever your plans, you’re after bespoke financial advice that doesn’t just achieve your goals, it surpasses them. You want a dedicated wealth-building partner who understands you and where you want to go and then helps you get there on the most direct, friction-free path. ActOn Wealth is that partner.
But they’re also fully-qualified mortgage brokers, meaning they can provide comprehensive, independent advice that considers your complete financial situation. So for lending, budgeting and cash flow management, investments and insurance, superannuation and retirement planning, setting up your own SMSF or estate planning, touch base with their team about a no-cost, no-obligation meeting.
For a wealth-building strategy that sets you up for the life you want – today and tomorrow – contact ActOn Wealth.
Phone: 1300 022 866
Location: 28/20 Commercial Rd, Melbourne VIC 3004
2. Northeast Wealth
Northeast Wealth are an inspired team of some of the best financial advisors focused on helping people succeed with their money and live their best lives.
They advise ambitious professionals, business owners, pre-retirees and high achievers to get clear on their strategic direction and make more financial progress. They are specialists in areas such as superannuation and SMSFs, retirement planning, tax minimisation, ethical investments, budgeting / cash flow and employee share schemes.
Northeast are one of the very few advisory firms that have made a clear commitment to 100% sustainable investing, with all recommended investments needing to achieve strict ESG ratings (Environment, Sustainability and Governance). This approach is better for our planet, and independently demonstrated to deliver stronger financial outcomes over the long-term.
“The team has been incredibly responsive and transparent, keeping us on target to meet our goals amongst a busy life full of other distractions (thanks for the gentle prompt when required :)).” – Sam
“It’s been great to see a dynamic shift in the way we view our money and how we can still maintain a certain lifestyle but with a more structured approach.” – Luke
“My fiancée and I have been able to realign all of our financial goals, and achieve incredible results in a timeframe we didn’t think was possible.” – Jack
“I have tried other financial advisers but I haven’t come across anyone who builds as good a rapport with their members as Northeast Wealth do. I trust them dearly with my finances. Thanks team” – Tri
Get in touch with their team to learn more, or for a no-obligation meeting.
Phone: 1300 304 314
Locations: Chadstone, Richmond, Scoresby, Ringwood
3. Inovayt Finance
Since 2007, Inovayt has become a reliable resource and service provider for anyone who wants to win on their financial journey. The financial advisor and mortgage broker company’s mission is to provide people with lifetime financial solutions that will bring them the best life and allow them to pursue the things that matter most to them.
Through their wealth management arm, Inovayt Wealth, the firm’s financial advisor Melbourne team can assist clients with all things pertaining to superannuation funds, money management, retirement planning, estate planning, investment advice, and more. Their approach to financial planning has been lauded for being simple, flexible, and solutions-driven for all their clients.
Inovayt is also the recipient of many well-respected awards from institutions and festivals, such as The Advisor Better Business Awards, The Advisor Top 25 Broker Awards, and AFG Excellence Awards, to name a few. To work with Inovayt’s team of wealth managers, get in touch with them today.
Inovayt also has a financial advisor Geelong team available to assist you servicing the entire state of Victoria.
On top of financial planning, the company also has mortgage broker Melbourne services as well as home loan brokering for personal loans, business loans, car loans, and more.
Address: 201/55 Walsh St, West Melbourne VIC 3003, Australia
Phone Number: 1300 354 355
4. Wealth Investors
Wealth Investors is one of our favourite advice firms as they utilise an evidence-based investment approach that is backed by decades of empirical research. Unlike most firms where you could end up with a broad range of advisers with varying levels of experience and qualifications, at Wealth Investors, all clients are personally looked after by their director Chris Youssef who is one of the best in the industry.
They are a comprehensive advisory firm that specialise in all aspects of wealth. Their services include cashflow modeling, investment solutions, planning for retirement, intergenerational wealth transfer, tax optimisation, asset protection, estate planning, debt management, and personal risk protection.
Utilising a strong client-centric process, they start by understanding what’s important to you and utilise their expertise to provide you with financial advice. Their aim is to be part of your life journey and build a genuine long-term relationship with you and your family. Their focus is on advice, they aren’t interested in “selling” products. They will simplify your financial life to provide you with peace of mind and allow you to focus on the things that are more important than money.
Don’t take our word for it, have a read of the testimonials and give them a quick call for a free consultation.
Phone: (03) 9001 0467
Location: Level 9, 477 Collins St Melbourne, VIC 3000
5. Verse Wealth
Verse takes a wildly different approach to financial advice.
It’s personalised, independent, and multi-award-winning. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices and help live the life you want – so your money is truly serving you, rather than the other way around. To learn more about their Approach, click here.
Holistic advice. The advice at Verse embraces your entire financial life, this includes strategy, investing, super, retirement planning, tax, trusts, cash flow, employee share schemes, debt management, property, insurances, and estate planning. To learn more about their Services, click here.
Verse operates with no commissions, no kickbacks, and no incentives to recommend financial products. To learn more about their clients, click here.
Some of their recent awards include:
- 2022 Independent Financial Advisers Goals Based Adviser of the Year
- 2021 Independent Financial Advisers Excellence Award
- 2021 Independent Financial Advisers Client Outcome of the Year
- 2020 Financial Planning Association Advice Innovation Award
- 2020 Independent Financial Advisers Client Servicing Adviser of the Year
Verse offers a free 30-minute Introductory Chat on Zoom.
Address: Hub Southern Cross, 696 Bourke St, Melbourne VIC 3000
Phone: 1300 822 165
6. Independent Wealth Partners
Independent Wealth Partners stands on the belief that investment advice that brings financial success should be without any bias or conflict of interest. To achieve that conviction, the firm’s financial advisers are independent and receive no incentives apart from the work they do for clients.
The firm is run and led by Cameron Howlett, certified financial planner, DipFP, BBus/BComp, CFP™ SSA®, registered Tax Agent and IFA Magazine Investment’s Adviser of the Year in 2015 and SMSF Adviser of the Year in 2015 and 2016. Independent Wealth Planners helps its clients achieve financial security and financial independence by giving top-level advice on financial products that will help them reach their goals.
Location: Level 3/530 Collins St, Melbourne VIC 3000, Australia
Phone: +61 3 8393 9371
7. Bongiorno Group
Bongiorno Group has been around since 1964, helping professionals grow, manage, and protect their wealth. They serve a specialised niche, helping medical and dental professionals most of the time with their financial planning and investments, ready to meet every client’s needs.
The firm serves its clients with a wide range of financial services, including tax planning, wealth creation advisory, retirement planning, and superannuation services. Bongiorno has created partnerships with many universities and medical schools to help incoming medical professionals get a headstart on their wealth planning even before they start practicing.
Location: 431 St Kilda Rd, Melbourne VIC 3004, Australia
Phone: +61 3 9863 3111
8. Hewison Private Wealth
What sets Hewison apart is its commitment to making financial planning as human as possible. They seek to understand the inner workings of each client and tailor-fit strategies and plans to support that. That’s why in the last 37 years, the firm has managed over $1.7 billion worth of funds for its clients.
The firm has three financial advisors on the Barrons top 100 financial advisors list and several more in various business excellence awards.
Location: 8/417 St Kilda Rd, Melbourne VIC 3004, Australia
Phone: +61 3 8548 4800
9. Pursue Wealth
Pursue Wealth specialises in lifestyle planning, retirement planning, and education funding, among many of its other financial planning services. Led by Sam Robinson, the firm rests on the shoulder of a leader who cares for her team and clients individually. The firm holds a very personalised approach to wealth management and works to make each client feel comfortable and confident that their wealth and finances are in the right hands.
Location: Level 4/80 Market St, South Melbourne VIC 3205, Australia
Phone: +61 3 9686 1784
10. Rasiah Private Wealth Management
Beyond all else, Rasia Private Wealth Management is a financial institution stands on integrity, excellence, and ethics as its core values. The financial planning firm seeks to partner with its clients and promises to turn down all commissions and kickbacks to assure people in their community that they are getting financial advice without the blemish of any conflict of interest.
Location: Level 8/419 Collins St, Melbourne VIC 3000, Australia
Phone: +61 480 091 779
Other Honourable Mentions
- National Financial Planners Pty Ltd
- Endorphin Wealth
- Maddern Financial Advisers
- Flinders Wealth
- Toro Wealth Financial
- Verse Wealth
- Kearney Group
While this list is non-exhaustive, and we believe there are many more financial planners out there you can trust, we’ve done our fair share of research and know that everyone on this list deserves your time and attention. So feel free to reach out to them if you need help reaching your financial objectives.
Do you know anyone else that should be on this list? Feel free to reach out and let us know!