It will make things easier for your loved ones, but it will also help ensure that your estate is divided up in the way you want if you're looking for a financial planner in Melbourne, Victoria, with some of the best options.
Like most people, you understand the importance of having a financial planner, but you may not know how to find one. It can be especially daunting if you're new to town or don't know where to start. Lucky for you, we've compiled a list of the top financial planners and advisors in your area! So whether you need someone to help with estate planning, retirement savings, or tax preparation, we have a professional who can assist you. So get started today and give yourself the peace of mind you deserve!
Ultimate List of Best Financial Planners & Advisors in Melbourne
Klear Picture Financial Planners & Advisors Melbourne
(03) 9998 1940
Melbourne Private & Business Wealth Advisors
At Klear Picture, we focus on creating lasting relationships with each client while offering personalized service. By cultivating a reliable, knowledgeable, and friendly environment, we can assist you in identifying your objectives and creating investing strategies to ensure you achieve them.
We are committed to supporting you in accomplishing your goals and realizing your aspirations as Melbourne's financial advisors. Even while everyone wants to be financially free and have the chance to pursue their goals and desires, your personal situation will always be different, so getting advice from a financial counselor can be helpful.
We'll take our time talking with you in relaxed, no-pressure settings to learn exactly what you're seeking for in a financial plan because we understand that everyone has different needs. After that, we'll develop a strategy based on your unique needs. Whatever your goals, you'll need a financial strategy that includes advice tailored just for you on how to develop wealth.
Melbourne's wealth advisory scene has seen significant upheaval during the past ten years. Simple items and services are no longer accessible. In order to appeal to our emotions by promising a secure future, the industry today spends trillions of dollars inventing new goods and services. Without clear pathways to financial independence, people struggle to trust others and feel like numbers when there isn't a clear road to financial freedom.
Because we guarantee to create individualized solutions for each client, we have chosen to remain independent of institutions. Additionally, it enables us to concentrate on developing and customizing investment models that are advantageous to you.
Melbourne's top choice for financial advisors and asset management experts is Klearpicture. Our expertise, knowledge, and capacity for strategic planning are all concentrated on one objective: assisting you in achieving financial independence. We are not owned by or associated with any bank, financial institution, or product, so your financial success is always our top priority.
Our clients receive professional financial assistance. They are scaled to their particular demands, supported by industry specialists, and always based on analytical data. Additionally, our financial advisors in Melbourne are aware of the challenges that many people face when it comes to retirement planning. Our wealth management strategies are therefore focused on achieving long-term goals while keeping attainable short-term financial goals.
Why Klear Picture Smsf Advisors?
Klearpicture provides the same unmatched level of care, focus, and expertise to all of its clients.
We provide specialized advice, plans, and strategies that are suited to your investor profile, aims, and goals in addition to hand-selecting the top investments from a variety of platforms and renowned suppliers.
We hand-pick the best investments from a variety of platforms and well-known businesses as part of our individualized, professional service.
Flinders Wealth Financial Planners & Advisors Melbourne
0434 992 242
Flinders Wealth helps you organize your finances so you can put your attention on the things that matter most to you. We'll put together a personalized Money Roadmap for you, which will include a step-by-step checklist of things to do to improve your financial outlook. We wish to work with individuals that are dedicated to managing their funds responsibly.
We must emphasize that we are unaffiliated with any bank, life insurance provider, investment manager, superannuation provider, or other business. Investment commissions are not accepted by Flinders Wealth. It guarantees that we are able to give you reliable financial guidance.
Maddern Financial Advisers Financial Planners & Advisors Melbourne
03 9999 7200
Not all financial advisers are created equal. As a result, we put a lot of effort into providing professionals who have achieved or aspire to attain professional success with independent financial assistance, insurance, and investment advice.
Our clients come from a variety of professions, including those in the medical field, engineering, academia, and company ownership. The investing preferences of our clients include direct shares, direct property, gold, and diamonds. Because we are not controlled by an outside investment firm or insurance provider, we can evaluate all of the possibilities and create a recommendation just for you. You may rely on our Melbourne-based professionals if you have large wealth to invest in and protect, and you anticipate having a sizeable fortune in the future.
FAQS About Financial Planners & Advisors
A financial advisor can give valuable insight into what you should be doing with your money to reach your financial goals. But they don't offer their advice for free. The typical advisor charges clients 1% of the assets that they manage. However, rates typically decrease the more money you invest with them.
- Find a real fiduciary.
- Check those credentials.
- Understand how the advisor gets paid.
- Look for fee-only advisors.
- Search for clarity.
- Find an advisor who keeps you on track.
- Questions to ask a financial advisor.
- Hiring a worthy financial advisor.
- A fiduciary standard.
- Transparent fees.
- Clear performance reporting.
- A prudent investment process.
- A third-party custodian.
- Service offerings.
- Education and events.
The average ongoing fee is 0.79% but varies depending on the service you are looking for, whether you have assets to invest, and what advice you seek. Average 3.79% of the amount invested as an average initial fee. Average 0.84% ongoing charge.
- Client expectations. Every potential client has preconceived notions of what a good financial advisor will do.
- Client contact.
- Being truthful.
Pursue Wealth Financial Planners & Advisors Melbourne
(03) 9686 1782
Don't just daydream. You can reach your objectives as a member of Pursue Wealth as quickly as possible. We'll work with you to identify your short-, medium-, and long-term goals and keep you on track to achieve them. As a Pursue Wealth member, you will have the resources you need to ACHIEVE your objectives.
We'll create a financial strategy for you as an accomplished group with an ambitious spirit that fits your goals and way of life. Because, like you, we would prefer to purchase our Jimmy Choos from Paris rather than eBay.
Mortgage Advice & Broking
Do you want to live in your ideal house without having to give up your way of life or your travel plans? After that, we'll collaborate with you to develop a practical strategy for acquiring the house of your dreams so that you may unwind and feel at ease.
Topptunbridge Financial Planners & Advisors Melbourne
(03) 9935 5262
The dedicated team of advisors and support staff at our practice provide high-quality service and guidance. Thanks to our strategic alliances with outside legal and accounting practices, we have served as a go-to resource for clients seeking professional advice in Self-Managed Super Funds, debt management, estate planning, legal agreements, and accounting for many years.
We are able to provide our clients with great results and service because to this combination, our many years of experience, and long-standing commercial and professional ties with industry leaders in Funds Management and Insurance product suppliers.
Pursuit Private Wealth Financial Planners & Advisors Melbourne
(03) 9705 6361
The South East corridor of Melbourne and the Gippsland region are served by Pursuit Private Wealth, which has offices in Melbourne and Narre Warren. In addition to investing and wealth creation, strategic advice, portfolio management, and asset protection, we are experts in trust and self-managed superannuation strategies.
Kearney Group Financial Planners & Advisors Melbourne
03 9428 8821
We are trailblazers, forging a new path for the future of financial counseling. When you choose to work with us, we make an effort to get to know you as a person, including your family and business, your dreams and desires, and all the things that keep you up at night. While other advisers see our clients as bank accounts and balance sheets, we see them as real people.
And we agree with many of you that financial services require urgent change. As a result, at Kearney Group, meaningful cooperation is at the core of all we do. We don't have a one-size-fits-all approach, nor do we constantly shift you to a different person who can assist you. Instead, we work together across departments and teams to develop all-encompassing financial services that prioritize you and save you time.
National Financial Planners Financial Planners & Advisors Melbourne
03 9504 3872
Welcome from National Financial Planners. In order to assist you in achieving your financial and lifestyle goals, it is our intention to establish a long-term, mutually beneficial partnership with you. We are devoted to helping you build wealth, safeguard it, and achieve financial freedom.
In order to assist you in achieving your financial and lifestyle goals, it is our intention to establish a long-term, mutually beneficial partnership with you. We are devoted to helping you build wealth, safeguard it, and achieve financial freedom. We will always keep our word to you and are upfront, honest, and open with you.
Our company exists to assist you in organizing your financial concerns. Financial methods are offered by National Financial Planners Pty Ltd to create, safeguard, and provide wealth for your preferred lifestyle.
Toro Wealth Financial Planners & Advisors Melbourne
1300 447 591
In Melbourne, are you looking for a reputable financial advisor? You've come to the correct place. You are invited by Toro Wealth. In order to help our clients (like you!) maximize their wealth and lessen their financial anxiety, we are a privately owned, independent financial consultant in Melbourne.
You want to locate the greatest financial adviser in Melbourne who is a good fit for you when you search for one. They should have the necessary credentials, be competent, and you can rely on them to give you wise financial advice about all aspects of your life. They should also be able to thoroughly comprehend your financial situation and life ambitions, helping you to maximize your funds with a strategy that is wholly customized to help you achieve your goals.
MWL Financial Group Financial Planners & Advisors Melbourne
(03) 9866 5882
The sector of financial services is wide and intricate. Therefore, at some time in our lives, we all require and ought to seek professional guidance in areas in which we lack expertise, and that may require acting otherwise than we already do.
Getting knowledge and assistance will improve your decisions, whether they are related to your financial condition or your business. The most common way to get professional financial aid in all areas is to hire consultants from various firms to focus on your individual needs. The issue with this is that it results in duplication of spending and consultants giving advice that is contrary to one another as they go from one area of expertise to another. Furthermore, none of them are aware of your ultimate objectives, making it challenging to determine the best course of action.
Paterson Retirement Planning Financial Planners & Advisors Melbourne
03 9439 6272
In 2020, Edward Paterson, Senior Financial Adviser, founded Paterson Retirement Planning. Ed is passionate about offering personalized advice and simplifying financial decisions. Our office is situated opposite to the Regent Theatre at level 5, 171 Collins Street in Melbourne.
You can get help from Paterson Retirement Planning with concerns related to superannuation, retirement planning, aged care, and centerlink. All of our clients receive retirement counseling, but teachers and government workers are our areas of expertise.
Retire Ready Financial Planning Financial Planners & Advisors Melbourne
03 8372 2013
Williams Landing-based Retire Ready Financial Planning is a locally owned financial planning business committed to helping you realize YOUR goals. Having started out modestly at the Point Cook Town Centre in 2015, Retire Ready is a well-known retirement planning and aged care company in Melbourne's west today. Nearby to where the business started, in Williams Landing, is where we are situated.
It's a common misconception that you must be wealthy to engage a financial advisor, but this is untrue! Gloria Mina is passionate about giving regular people the tools they need to become financially independent through education and a better understanding of how they relate to wealth creation.
Empower Wealth Financial Planners & Advisors Melbourne
1300 123 842
Each and every one of Empower Wealth's clients will receive comprehensive, integrated support for their financial planning needs. We place a high value on developing long-lasting relationships with our clients and provide customized solutions for their unique needs and objectives. In order to establish and uphold the lifestyle you've always imagined, we wish to collaborate with you.
Freedom Finance Financial Planners & Advisors Melbourne
1800 662 891
Freedom Finance Accounting is a firm that is both large and small enough to offer excellent service, cutting-edge guidance, and outcomes that are unmatched. It is small enough to be compassionate and personal. Whether you're a business owner or an individual, our team is well-trained and has a ton of experience, so they can give you logical solutions to your challenges and are constantly looking for new opportunities.
Our main focus is on helping you, whether it be with income tax, GST, or other ATO matters; tax planning to reduce income tax, GST, and CGT and improve cash flow; resolving business problems; assisting you in growing your business; or increasing bottom-line profit. As tax compliance specialists, we work with businesses of all sizes - no company is ever too big or small. We are committed to helping you succeed and have a thorough understanding of all aspects of business. We also acknowledge that entrepreneurs are "experts" in their respective sectors and that by fusing your knowledge with ours, you may achieve the best results for your firm.
Verse Wealth Financial Planners & Advisors Melbourne
1300 822 160
We can assist you with everything, including investing, superannuation contributions, debt repayment, home purchases, business establishment, asset sales, and other financial goals. It involves finding the right balance between achieving your goals, decreasing stress, and accumulating wealth to achieve long-term independence.
It's crucial to organize your financial flow. You won't be able to fulfill your goals if you can't manage your money. By giving their spending and saving behaviors structure, responsibility, and clarity, we assist people in taking charge of their money.
We create portfolios that are clear, balanced, and suited to your objectives. As markets rise and fall, we'll inform you, help you set realistic expectations, and assist you in controlling your emotions. To make sure that your assets are always in good hands, we support our suggestions with independent research, analysis, and ratings.
Melbourne Financial Partners Planners & Advisors Melbourne
04 1561 1443
Because you are special, the financial guidance we provide will be individualized to meet your particular needs and objectives. After that, we'll follow a step-by-step plan to accomplish your goals. We could offer advice on how to handle your money on a daily basis or make suggestions on how to maximize your financial potential. We can also act on your behalf if you so want.
We are a Richmond and Collingwood-based financial planning firm, and we are passionate about assisting individuals. We have more than 15 years of experience in the field of finance. We are delighted when we help regular people make wise financial decisions and witness the good effects on their lives.
We offer comprehension, information, direction, and professional financial advice to help our clients get started on the path to the financial future they desire. In order to help our clients manage their wealth and lifestyle for themselves and their families, we work to establish long-term connections with them.
Collinsfp Financial Planners & Advisors Melbourne
0419 632 772
Understanding Your Financial Situation
Discussions regarding your goals, short- and long-term objectives, and expectations of us as your financial advisor will take place during the first stage. After gathering information such as a summary of your assets and liabilities, income and spending, and having a conversation about your risk tolerance, we'll make sure we understand your current financial situation.
Developing Your Strategies
Now that we are more aware of your position, we will begin formulating strategies specific to your requirements. A qualified financial advisor will evaluate your current resources, future goals, and risk profile to make sure the strategies chosen are the most suitable for you.
Endorphin Wealth Financial Planners & Advisors Melbourne
03 9190 8961
Our financial advisors have a depth of knowledge in estate planning, investment advice, asset and wealth management, and capital wealth management.
In order to uncover the best investment solutions for our clients, we are diligent in our wealth management services, employing devoted staff and engaging in external investment research to maximize returns while minimizing risk. Throughout the wealth management process, we make a concerted effort to prevent capital loss and adopt defensive strategies whenever practical.
Serving our clients is our first priority at Endorphin Wealth. To deliver the best results, we'll work closely with the accountants and other experts of your choosing. We have a great deal of experience with complex entity and asset arrangements.
AGS Financial Group Financial Planners & Advisors Melbourne
03 8548 6457
AGS assists both company and individual clients in managing all facets of their money because we are aware that the decisions you make now regarding your finances will affect the kind of life you lead in the future.
AGS currently has over 100 employees that are committed to assisting companies, enterprises, and people.
AJ Financial Planning Financial Planners & Advisors Melbourne
Our process is easy to follow. We can determine the scope of the work necessary and determine whether we can assist you with your particular financial situation during an initial free consultation. Following this conversation, if you decide to move forward, we will create an email confirming the scope of work, which will be sent to you for approval. This email provides a summary of our understanding of your particular financial situation, the types of advise you need, and the anticipated costs associated with providing that advice.
A cutting-edge, imaginative financial planning company called AJ Financial Planning is situated in Prahran's Porter Street. We currently have clients in all of Australia's main states, and we enjoy working with clients to help them reach their goals and objectives in a warm and individualized way.
Foundation Financial Advice Financial Planners & Advisors Melbourne
Foundation Financial Advice is an FPA Professional Practice conveniently located in Melbourne's downtown that assists people like you in making the most of their financial situation, ensuring that no opportunities are lost, and providing a path toward financial success.
We are aware that our success depends on the success of our clients. We therefore pursue client satisfaction through financial improvement. The following services have been useful in helping clients accomplish their goals.
Financial Coaching Financial Planners & Advisors Melbourne
(03) 9821 4103
A financial planning company called Financial Coaching believes that you could benefit from its counsel at any time. We were established in 1969 in the metropolitan area of Melbourne to help our clients reach their financial objectives.
Few professional athletes achieve success without the guidance of an experienced and reliable coach. Our financial coaching approach offers guidance on how to achieve outcomes that are superior to those you could achieve on your own. Our approach takes into account the fact that few people possess the knowledge, time, or discipline necessary to achieve financial independence without the aid of qualified coaching and a well-thought-out "training plan" to assist them do so.