Looking for a financial planner or advisor in Melbourne, Victoria? We've put together a list of the best planners and advisors in the area to help you make the most informed decision possible. Whether you're looking for someone who can help with Retirement Planning, Estate Planning or Tax Services, our list will point you in the right direction. So don't wait any longer – get started today!
There is no question that financial planning and advisement are critical for both homeowners and business owners. However, it can be tough to know who to trust with so many different planners and advisors. This blog post will recommend some of the country's top financial planners and advisors. We hope you find this information helpful in your search for the right planner for you!
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 provide personalised service while concentrating on developing long-term connections with each client. We can help you identify your goals and develop investing methods to ensure you attain them by fostering a trustworthy, competent, and welcoming atmosphere.
As Melbourne's financial advisors, we are dedicated to assisting you in achieving your objectives and realising your aspirations. While we all want financial freedom and the opportunity to follow our goals and ambitions, the specifics will always be unique to you, so consulting a financial counsellor can be advantageous.
We'll spend time with you in comfortable, no-pressure sit-downs to find out exactly what you're looking for in a financial plan because we recognise that everyone wants something different. Then we'll create a plan tailored to your specific requirements. Whatever your objectives are, you'll need a financial plan that includes wealth-building guidance unique to you.
The wealth advisory scene in Melbourne has changed dramatically during the last decade. Simple service goods are no longer available. Today, the industry invests trillions of dollars in developing new products and services that appeal to our emotions by promising a safe future. Individuals find it difficult to trust and feel like a number without clear pathways to financial independence when the path to financial freedom isn't obvious.
We have stayed non-aligned with institutions because we promise to provide customised solutions for each client. In addition, it allows us to focus on creating and tailoring investment models that are beneficial to you.
Klearpicture is Melbourne's best pick for financial advisers and asset management professionals. Our resources, experience, and strategic planning capabilities are all focused on one goal: helping you achieve financial independence. Because we are not owned by or affiliated with any bank, financial institution, or product, our motivation is always focused on helping you achieve your financial goals.
Expert financial advice is provided to our clients. That counsel is always based on analytical data, backed by industry experts, and scaled to their specific needs. In addition, our Melbourne-based financial advisors are familiar with the difficulties that many people confront regarding retirement planning. As a result, our wealth management techniques are geared toward accomplishing long-term objectives while maintaining realistic short-term financial targets.
Why Klear Picture Smsf Advisors?
Our clients receive the same unrivalled level of care, attention, and competence from Klearpicture.
Our individualised, professional service includes hand-picking the best investments from many platforms and prominent providers and providing expert advice, plans, and strategies tailored to your investor profile, goals, and objectives.
Our personalised, professional service includes hand-picking the best investments from various platforms and well-known companies,
Kearney Group Financial Planners & Advisors Melbourne
03 9428 8821
At Kearney Group, we're much more than just accountants or financial advisers. We're pioneers, charting a new way forward for the future of financial advice.
When you choose to work with us, we strive to learn about you as a person, including your family and business, your ambitions and dreams, and all the things that keep you up at night. Other advisers see their clients as bank accounts and balance sheets, but we see them as people.
And, like many of you, we believe that financial services are in desperate need of reform. As a result, meaningful collaboration is at the centre of all we do at Kearney Group. Ours isn't a one-size-fits-all strategy, nor is it the never-ending shuffle to someone who can help you, always in another area. Instead, we collaborate across divisions and teams to create comprehensive financial services that put you first and save you time.
We're pioneering integrated advising at Kearney Group, looking at the junction of business and home. Offering multidisciplinary services across three divisions – Business Advisory, Private Wealth, and Strategic Lending – delivered by a skilled team dedicated to gathering around you and your specific needs.
That is why we are more than just accountants and financial advisors. That's why we're known for going beyond the transactional to make room for the transformational among our clients and team.
Integrated Advice Teams.
At Kearney Group, we understand the traditional boundaries of our field: a typical accountant will provide you with business advice without considering the implications for your family. A mortgage broker cannot advise you on how a loan will affect your tax situation or long-term financial goals. A financial planner has no way of knowing the pressures of running a business, much less integrating your business goals into your overall financial plan. Financial advice suffers from silos.
We change the dial at Kearney Group from silos to systems. Our integrated guidance methodology breaks through the barriers between divisions and individual advisors, bringing together a team of professionals from across the business to give you personalised service.
Our History
Paul Kearney founded Kearney Group in 1986 as a tax and accounting firm.
After 30+ years of constant reinvention and transformation, Kearney Group today is the vanguard of truly integrated financial advice for pioneers and their businesses.
Our team of more than 50 strong – working across our Business Advisory, Private Wealth, and Strategic Lending divisions – offers a full range of holistic financial services.
With one eye ever on the future, we are catalysts for big ideas and lifelong home for the entrepreneurial spirit of our practice, clients and team members alike.
Topptunbridge Financial Planners & Advisors Melbourne
(03) 9935 5262
Our Client Service Policy
Our practice's committed team of advisers and support workers deliver high-quality advice and service.
We have been a critical point for clients seeking professional guidance in Self-Managed Super Funds, Debt Management, Estate Planning, Legal Agreements, and Accounting for many years, thanks to forming strategic connections with external Legal and Accounting practices.
This combination, combined with our many years of experience and long-term commercial and professional ties with market leaders in Funds Management and Insurance product providers, allows us to give exceptional results and service to our clients.
Our Clients
Our services extend to those in all stages of life, from young individuals, growing families, businesses and those planning for and progressing through retirement.
We conduct a detailed Needs Analysis to understand our clients' needs better. It allows us to comprehend their requirements and their, priorities and values. As a result, we can help our clients achieve their financial goals while equipping them and their families with the means to be financially protected in early death, incapacity, or tragedy. We seek to provide financial security guidance to our clients and their families at any stage of life or business, and most importantly, we make sure it gets done!!!
Another crucial component of our job is to keep track of our clients' plans and guarantee that they remain relevant and effective through a regular review process. We often compare our position in their financial lives to that of a personal trainer: the results are only as good as their commitment and involvement! You can buy a gym membership, but you won't get a six-pack unless you go!
FAQS About Financial Planners & Advisors
Key Takeaways. A financial planner is a professional who helps individuals and organisations create a strategy to meet long-term financial goals. "Financial advisor" is a broader category that includes brokers, money managers, insurance agents, or bankers.
When choosing a financial advisor, the first thing you should consider is the experience and professional background of the prospective advisor. Adequate experience in the financial markets and dealing with clients is of the utmost importance.
The drawbacks include:
- High stress.
- The hard work needed to build a client base.
- The ongoing need to meet regulatory requirements.
It is a lucrative career, but it has a high burnout rate.
- What are your financial and life goals?
- Do you have any debt?
- Are you generating a budget surplus or deficit?
- What's your net worth?
- Are you on track for retirement?
- Am I striking a good balance between long-term and short-term needs?
Generally speaking, the more complex your financial situation, the more likely you will benefit from a financial planner. On the other hand, if your finances are simple, you may be able to take a DIY approach.
Endorphin Wealth Financial Planners & Advisors Melbourne
03 9190 8961
Endorphin Wealth is a wealth management firm that specialises in strategic wealth management. Our financial advisors have extensive experience in asset and wealth management, investment guidance and estate planning, and capital wealth management.
We are meticulous in our wealth management services, employing dedicated personnel and engaging in external investment research to find the greatest investment options for our clients, maximising profits while minimising risk. We work hard to avoid capital loss during the wealth management process, and we believe in using defensive methods whenever possible.
Our clients come first at Endorphin Wealth. We have a lot of expertise working with the complex entity and asset arrangements, and we'll collaborate closely with your selected accountants and specialists to get the best results possible.
Don't gamble with your future. If you're a working professional nearing retirement or a high-net-worth family who prefers the individualised service and intimate relationships that a small wealth management firm can provide, contact Endorphin Wealth now. We'll take your private wealth management to the next level together.
Driving Value For Clients
Endorphin Wealth is a wealth management firm that specialises in strategic wealth management. Our advisors have extensive experience in asset and wealth management, investment advising, estate planning, and capital wealth management.
Our Company Values
Client Focused
We help our clients identify, plan for, and live their best lives.
Quality
We maintain great attention to detail and compliance.
Reliable Team
We support each other, reward our performance and deliver on our promises.
Innovation
We are committed to continual improvement to enhance our client's experience.
Paterson Retirement Planning Financial Planners & Advisors Melbourne
03 9439 6272
Paterson Retirement Planning, led by Senior Financial Adviser Edward Paterson, first opened its doors in 2020. Ed is passionate about providing customised guidance and making financial decisions less complicated.
Our Office is located on level 5, 171 Collins Street, Melbourne, next door to the Regent Theatre.
Paterson Retirement Planning can assist you with Superannuation, Retirement Planning, Aged Care, and Centrelink issues. We provide retirement counselling to everyone, but we specialise in teachers and government employees.
AGS Financial Group Financial Planners & Advisors Melbourne
03 8548 6451
AGS Financial Group is a financial services firm that is privately owned and operated.
AGS Financial Group was founded in 2002 by Paul Bolstad and Alex Berlee, and has since received numerous awards, including six "AFR Smart Investor Magazine Top Financial Planner" awards, AMP Financial Planning's Practice of the Year State winner and National Finalists, and BRW Top 100 Accounting firms.
AGS helps business and private clients manage all aspects of their finances because we know that understanding what's important to you, and helping you make the right financial decisions now, will determine the life you live tomorrow. AGS Financial Group - partners in Advice, Growth and Security.
AGS Financial Group was founded on individualised customer care and professional strategic financial guidance to assist customers in achieving their financial objectives. AGS now employs over 100 people dedicated to helping businesses, employers, and individuals.
The AGS financial advisors are some of the most experienced and respected in the Australian financial services industry. The Financial Planning services of AGS are provided as an authorised representative of AMP Financial Planning Pty Limited (AFSL 232706).
Corporate Superannuation And Benefits Consulting.
AGS Financial Group specialises in superannuation fund management for corporate clients, collaborating closely with HR, Finance, and Payroll professionals on corporate superannuation, taxation, group insurances, salary packaging, and member benefit programmes. In addition, employers and their employees may rely on AGS for service, education, and advice.
Contact AGS to discuss your requirements when you reach the crossroads of managing your corporate superannuation and salary packaging program in-house or with external support.
Accounting Services
AGS Accounting can help you with income tax return preparation and compliance, management accounting, tax planning, business development and strategic planning, financial forecasting, company secretarial, and self-managed superannuation funds, among other things.
AGS Accounting can provide you with various services, including income tax return preparation and compliance, management accounting, tax planning, business growth and strategic planning, financial forecasting, company secretarial, and self-managed superannuation funds.
Melbourne Financial Partners Planners & Advisors
04 1561 1442
What You Can Expect
Because you are unique, the financial advice from us will be tailored to your specific needs and goals. Then, we'll take a step-by-step strategy to achieve your objectives.
We may give suggestions to assist you in maximising your financial potential or make recommendations about your day-to-day money management. If you choose, we can also take action on your behalf.
Who We Are
We are a financial planning business based in Richmond and Collingwood, and we love finance; well, actually, we love helping people.
We are finance experts and have been doing so for more than 15 years. We find that assisting ordinary people in making sound financial decisions and seeing its positive impact on their lives makes us happy.
To help set our clients up for the financial future they want, we provide understanding, education, guidance and expert financial advice.
We aim to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for themselves and their families.
AJ Financial Planning Financial Planners & Advisors Melbourne
0390770273
We Are An Innovative Financial Planning Firm.
AJ Financial Planning is a small business. We take pleasure in developing one-on-one connections with our clients and providing premium services, which distinguishes us from larger organisations that take a less personal approach.
Why Choose Aj Financial Planning?
Innovative Advice
We pride ourselves on delivering innovative solutions and a fresh perspective on our client's financial situations.
Tailored Financial Advice
We believe that having thoughtful, well crafted, and high-quality financial advice is paramount in our view to financial success.
One-On-One Approach
We understand that sometimes you just want to speak to a real person who understands your financial position, which gets what you are trying to achieve.
Our Philosophy
We enjoy watching success grow from thinking differently about the traditional formulas to life.
Our Process
Two of the most common questions we are asked in an initial enquiry are "What is your process?" and "What do you charge?"
Our procedure is straightforward. An initial free consultation allows us to establish the scope of work required and whether we can help you with your specific financial circumstances. If you desire to proceed after this discussion, we will produce an email confirming the scope of work,' which will be delivered to you for approval. This email summarises our understanding of your unique financial circumstances, the sorts of advice you require, and the estimated expenses of preparing this advice.
Discover the outline of the steps in our engagement process.
About Us
AJ Financial Planning is an innovative, creative financial planning firm located in Porter Street, Prahran. We presently have clients in all major states of Australia and enjoy working with clients work one-on-one with them to achieve their goals and objectives in a friendly and personal manner.
Our Purpose
Our purpose is to help you, our client, have an inspiring, awesome future!
To achieve this, at AJ Financial Planning, we take great time and care in crafting a strategic financial blueprint to help move you towards your financial goals and objectives.
Over the years, we have found that, in reality, it is not just a lump sum of money- a pot of gold at the end of the rainbow- that most clients seek. Rather, it is how they can make that money work in their favour and what capital and cash flow can deliver to them at the right time. So we have worked with clients all over Australia to guide them carefully and prudently through life's financial maze.
AJ Financial Planning recognises that education is also an important basis for our clients to learn and comprehend why they desire certain things out of life and why we advise them in certain ways. So we've produced educational symposiums to help you learn and be inspired. Our programme is dedicated to providing what we feel to be the best ideas and views in finance and investment worldwide.
Flinders Wealth Financial Planners & Advisors Melbourne
0434 992 242
Flinders Wealth assists you in organising your finances so you may focus on the things that are most important to you.
We'll create a personalised Money Roadmap for you — a step-by-step list of action items to help you feel better about your financial future. We want to work with people serious about making wise financial decisions and getting their finances in order.
Importantly, no bank, life insurance company, fund management, superannuation provider, or other organisation owns or controls us. Flinders Wealth does not accept investment commissions.
It ensures we are positioned to provide you with financial advice you can trust.
Flinders Wealth services clients across Melbourne, the Mornington Peninsula and Regional Victoria.
The Financial Planning Association (FPA) is a professional organisation that requires financial planners to complete stringent entry requirements. The FPA's professional framework, which its members operate under, sets the highest international standards for financial planning regulation.
Highlighting the commitment to the professional and educational standards, Michael and Nick are active members of the CFP® Education Advisory Committee and assessors for the Applied Strategies unit.
Maddern Financial Advisers Financial Planners & Advisors Melbourne
03 9999 7202
Independent Financial Advisor
All investing advisors are not created equal. Therefore, we focus on offering independent financial guidance, insurance, and investment advice to professionals who have achieved or desire to achieve career success.
Our clients come from various industries, including health care and engineering and university professors and business owners. Our client's investment interests range from direct shares to direct property to gold and diamonds. We can review all available options and tailor a recommendation just for you because an external investment company or insurer does not control us.
If you have big wealth to invest and safeguard, and you know you will have a significant fortune in the future, you can trust our Melbourne-based experts.
Self Managed Super (Smsf) Advice
Considering an SMSF, or simply want to take control of your superannuation or access a more diverse range of investment options?
Over 1 million people have decided to control their super in Australia and set up their SMSF. The SMSF option is no flash in the pan; the SMSF sector now represents a combined SMSF asset value of over $550 billion. That's a lot of SMSFs.
We are Melbourne's premier SMSF advisory firm, and you can trust that we will give you clear, personalised solutions that are aligned with your goals and objectives. We can fully or partially manage every area of your fund or merely provide strategic input when needed, depending on your skills and willingness for involvement.
Why Maddern?
You belong with Maddern Financial Advisers if you own a small or medium business or have created a successful career.
As a boutique Melbourne-based financial advising firm, we offer specialised focus, integrated financial advice services, outstanding qualifications and experience, and a genuinely personal approach.
We can provide you with comprehensive financial, accounting, tax, and business support tailored to your wealth-building objectives.
We don't aim to be everything to everyone. Instead, we concentrate on providing specialised services to a small number of clients. Our clientele is small-medium business owners or accomplished career professionals concentrating on the sports, aviation, and health industries. The following are some of the specialised services we provide to our clients:
- Based on our long experience of successfully meeting business challenges, business start-up advice and management consulting.
- A completely integrated self-managed superannuation fund (SMSF) service: investment strategy, tax planning and administration.
You'll be working with award-winning Independent Financial Advisers, SMSF Advice professionals, and expert Accountants when you pick Maddern Financial in Melbourne.
We are Melbourne's top genuinely independent advising firm at Maddern Financial. We offer customised solutions aligned with our client's goals, objectives, and aspirations.
Unlike most Australian financial advisers, we are not owned entirely or partially by a bank or other financial institution. We are completely independent, which means we are not under any obligation to advocate specific products or buildings. We don't receive investment commissions or other FUM-linked perks from product manufacturers. Therefore, our Independent Financial Planners work entirely on a fee-for-service basis. Put another way, and we don't work for two masters: once you become our client, we solely work for you.
We provide investment advice, SMSF (Self Managed Superannuation Funds) services and investment opportunities, tax accounting and business services.
You can rest assured that the Financial and Accounting advice we provide is based on merit and comprehensive analysis.
Empower Wealth Financial Planners & Advisors Melbourne
1300 123 842
Australian Investment Advice
We are committed to providing holistic and integrated guidance for all of our client's financial planning needs at Empower Wealth. We focus on creating long-term relationships with our clients and provide personalised solutions for unique circumstances and aspirations. Our mission is to assist you in creating and achieving the lifestyle you've always desired.
Property Investment Advice
Getting the right advice before starting your property portfolio is crucial. Talk to the experts to make sure your investment is an educated one.
Mortgage Broking
Loan strategy and structure are integral for the success of your investment property portfolio. Speak to our brokers to ensure you're on the right path.
Buyers Agents
A buyers agent could save you time and money finding your next investment property with industry know-how, exclusive data access, and expert negotiation skills.
Financial Planning
We offer a variety of financial planning services, like super consolidation, setting up investment portfolios and making sure you and your assets are well-protected.
Smsf Advice
Self Managed Super Funds (SMSF) are becoming increasingly popular. Meet with one of our qualified advisers to see if setting one up is right for you.
Property Research
Searching is not the same as researching. Our Property Research services provide detailed analysis to purchase a property with total confidence.
Investment Education
We're passionate about teaching and have provided a suite of educational products to help people like you learn more about property, finance and wealth creation.
Money Management
We can help you understand your finances and show you how to use your surplus money to improve your future lifestyle.
Building A Wealthier Future For Our Clients
At Empower Money, we sincerely think that anybody and everyone interested in improving their wealth situation can do so. From saving for your first home to purchasing it and then creating wealth off of it, to superannuation, to determining the best use of your household's surplus income, to establishing a multi-million dollar property portfolio. It's all feasible, but almost all of us require expert help.
Why Work With Us?
If accumulating wealth to ensure financial independence and a higher standard of living and quality of life were simple, everyone would do so.
Thousands of experts work with millions of Australians to better their clients' financial situations. However, the fact is that only about 10% of these people will retire wealthy.
That concludes two possible reasons why this is occurring:
- Poor Advice
- Client Engagement
Everything about wealth comes back to these two critical elements. First, no poor decisions around money and wealth can be made without the client making or agreeing to them being made.
Furthermore, with so many mixed and contradictory messages in the marketplace about the best investment options being recommended by all different sources, it's understandable why many Australians lack trust or become overwhelmed by the entire process and either put it in the "too hard basket" or when they do engage others to help them, they receive poor advice because they are not fully engaged.
Like professional sports, building wealth is a learned talent that takes many years and thousands of hours to gain the abilities and expertise required to be successful. And it's time that most of you don't have in your already hectic schedules.
Collinsfp Financial Planners & Advisors Melbourne
0419 632 771
Our Approach Involves:
Understanding Your Financial Situation
The first stage will entail discussions about exactly what you want to accomplish, including your long- and short-term objectives and your expectations of us as your financial advisor. Next, we'll make sure we understand your present financial condition by gathering information such as a list of your assets and obligations, income and expenses, and talking about your risk tolerance.
Developing Your Strategies
We'll start developing tactics tailored to your needs now that we better understand your position. To ensure that the tactics used are the most appropriate for you, a good Financial Adviser will assess your existing resources, future goals, and risk profile.
Statement Of Advice Is Issued.
We will offer a formal, written "Statement of Advice" once the strategy has been finalised, covering specific topics prescribed by the Australian Securities & Investments Commission. It will lay out a detailed investment plan and the recommended course of action, so study it carefully before going.
Implement The Recommendations
We shall begin implementing the recommendations if you are satisfied with the recommendations described in the Statement of Advice. Other professions, such as lawyers, accountants, and mortgage brokers, may be needed.
Maintaining Your Financial Plan
you should evaluate it regularly. Your situation will change over time, so we invite you to examine your situation with us regularly so that your plan remains relevant.
Why Choose Us?
An Innovative And Strategic Mindset
We give you information and solutions to guarantee that you understand the advantages and disadvantages of various tactics. We recognise the importance of financial management and direction, so we build an action plan that not only guides you towards your objectives but also keeps you on track and focused.
Why Choose Collinsfp As Your Trusted Adviser?
- Future Focussed
- Unique Approach
- Professional Team
- Trustworthy and Reputable Company
- Objective Advice
Understanding your financial affairs has never been more important, and we are here to guide and assist you through various Financial Planning matters.
MWL Financial Group Financial Planners & Advisors Melbourne
(03) 9866 5882
The Mwl Difference
Financial services is a vast and complicated field. As a result, we all need and should seek professional advice and direction in areas where we aren't specialists at some point in our lives, and that may entail doing things differently than they are now.
Whether it's for your financial situation or your business, seeking information and advice will enhance your decisions.
The most typical method for obtaining competent financial assistance in all areas is to seek consultants from several firms to work individually on your specific needs. The problem with this is that it leads to duplication of spending and advisors contradicting each other's advice as they shift from one speciality to the next. In addition, none of them knows your final aims, making it difficult to figure out the best strategy.
Under the MWL model, all advisers collaborate under one roof. We've realised that it's significantly more beneficial for customers if their Financial Planner, Accountant, Insurance Advisor, Finance Broker, and Portfolio Manager all work together to complement each other, realising that one advisor can't be an expert in all areas. The advisers meet regularly to review a client's needs and collaborate toward the client's objectives, avoiding the problems that arise when dealing with many advisors.
MWL provides a 360-degree view of your wealth and how it should be managed and looked after so you have more time to focus on the things that matter to you, your goals and aspirations.
Origin Story
MWL Financial Group began in 2001 when Nicholas and Jon, who had a combined 30 years of experience in the corporate and private financial services industries, believed there had to be a better approach.
They were up against a large banking and union-controlled financial services infrastructure that effectively managed most people's life savings. Nicholas and Jon noticed that this structure had very no client communication or service and was fully product-focused, with little regard to strategy, as it is today. The alternative was financial planning, and the accounting industry splintered into small suburban-style enterprises.
Why can't a person go to one place and obtain quality professional advice on Accounting, Investment, Superannuation, Insurance, or Lending without finding several separate small business style consultants? They wondered.
They wondered why a person couldn't go to one site and get quality professional advice on Accounting, Investment, Superannuation, Insurance, or Lending without finding several other small business style consultants.
They wondered why a person couldn't go to one site and get quality expert advice on Accounting, Investment, Superannuation, Insurance, or Lending without looking for it elsewhere.
Toro Wealth Financial Planners & Advisors Melbourne
1300 447 591
Financial Advisers Melbourne
Looking for a reliable financial advisor in Melbourne? You've arrived at the right location.
Toro Wealth welcomes you. We are a privately owned, independent financial adviser in Melbourne that provide clear financial advice to our clients (like you!) so they may maximise their wealth and reduce their financial anxieties.
When you look for the best financial adviser in Melbourne, you want to find someone who is the right fit for you.
They should be qualified, knowledgeable, and trustworthy and provide you with sound financial guidance in all areas of your life.
They should also be someone who can fully grasp your financial circumstances and life goals and assist you in optimising your money with a completely tailored approach to help you accomplish those objectives.
Who We Work With
It is what we seek to give to each of our clients – including you – at Toro Wealth, your local Melbourne financial planning agency. We help Melbourne locals who are looking for uncomplicated financial advice that is tailored to their specific circumstances.
We are a completely independent company, so you can trust that we will never try to sell you needless things or services and only give you advice on what is best for you.
Who We Are
At Toro Wealth, our business is all about you. We are passionate about empowering our clients to live the life of their dreams.
We are driven by the desire to help our clients retire comfortably and without worrying about their finances. As a team, we are guided by our core values of integrity, trust, simplicity, and commitment to clients in our work every day.
We believe that our clients' retirement financial planning should never be complicated or overwhelming. Instead, we provide clear and simple financial methods to remove the uncertainty and leave you feeling more relaxed and confident about your retirement.
Our business is all about you.
Big banks or corporations do not control us as privately-owned firms. So our advice is 100% conflict-free. We're not here to make commissions by selling you financial products.
We're here simply to give you the best, most relevant and up-to-date financial advice that will help you meet your retirement life goals.
Financial Coaching Financial Planners & Advisors Melbourne
(03) 9821 4102
About Financial Coaching
Financial coaching is a financial planning firm that thinks that our advice may make a difference in your life at any moment.
We were founded in 1969 in Melbourne's metro area to assist our clients in achieving their financial goals.
Few elite athletes succeed without the help of a qualified and trustworthy coach. Our financial coaching method gives you advice on obtaining better results than you could get independently.
Our strategy recognises that few people have the skills, time, or discipline to achieve financial independence without professional coaching and a well-thought-out "training plan" to help them reach their financial objectives.
Our Services
We provide a wide range of financial services, allowing us to design a customised financial strategy for you, regardless of your financial condition. From your first day on the job through planning for retirement, we will help you manage your short and long-term financial demands.
Wealth Creation
Wealth development is about developing financial security today to focus on enjoying your lifestyle in the future. Choosing where and how to invest your money is a tough decision influenced by many factors, including your overall investment objectives, risk tolerance, and time frame.
We can help define your situation and recommend financial solutions and strategies to help you reach your financial goals.
Whether you are investing in financing your business, lifestyle, private education or providing for your retirement, it's never too late to take control.
Retirement planning
One of life's most crucial financial issues is retirement planning. Your current behaviours will decide your lifestyle in the future.
One of the most tax-efficient long-term retirement savings vehicles is superannuation. However, keeping up with constantly changing rules and regulations can be tough. We can clarify the rules and offer suggestions to help you get the most out of your retirement savings.
Corporate Superannuation
We offer a comprehensive Corporate Superannuation service - "The Team Financial Coaching Program" for company super fund requirements.
Covering For The Company
- Advice and technical support
- Training and assistance with online clearinghouse facilities
- Ease of administration
- Education to payroll/HR team on the use of the online contribution system
- Set up, ongoing management and administration of policy committee through annual review
- Support and communication to members
- Regular market updates (e.g. budget releases and topical investment updates)
- Regular updates on compliance and statutory obligations
- Tailor the company super fund to meet the companies requirements
Cover For The Employees
- Advice and support
- Communication for new employees - Benefit maximiser kits
- A team of financial planners & specialists to address member's queries & requests
- Adequate and cost-effective insurance cover
- Claims and underwriting support and guidance
- Employee education seminars for the staff
Risk Insurance
Risk insurance is an important component of financial planning. It protects you against the financial consequences of events such as death, disability, serious illness, or injury.
We provide a variety of insurance alternatives that we may adapt to your specific needs and circumstances.
Business Insurance
Advice and direction on Business Protection insurance, including Business overheads insurance.
Self-Managed Super Funds
Self-managed super funds (SMSFs) allow you to manage, invest, and administer your superannuation benefits. Shares, managed funds, term deposits, property, art, and collectibles are all possible investments through SMSFs. You can also take out a loan to buy real estate or stock.
While SMSFs are a tempting structure for people who want absolute decision-making power, running your fund can result in a mound of paperwork, including managing the establishment, asset administration, super administration, investment strategy, and end-of-year financials.
We not only help you set up an SMSF, but we also give continuing strategy, investment, insurance, and estate planning advice for your SMSF. We can also assist other superannuation experts with asset administration, super administration, and end-of-year financials.
Business Succession Planning
Advice and direction on how to start a business succession plan. We offer a complete solution that provides business partners with an exit strategy tailored to their individual and family needs in collaboration with your legal counsel or one of our panel solicitors.
Business Insurance Policy Ownership Structures that we can advise on;
- Self Ownership of each policy
- Cross-Ownership of policies by partners
- Individual policies owned by each person's discretionary trust
Insurance Trust
Debt Reduction Strategies
Advice on debt consolidation options such as reducing debt with underperforming assets. Debt-reduction techniques include using your retirement funds to pay off your mortgage.
Taxation Structures
Creating proper tax-efficient investment strategies Buildings (i.e. companies, trusts, superannuation and pension vehicles). Advice on financial planning for compensation received due to redundancy or termination of work. Making the most of available tax breaks, such as Spouse Contributions, Spouse Rebates, and the Government Co-Contribution is important for retirement tax planning.
Freedom Finance Financial Planners & Advisors Melbourne
1800 662 893
Welcome To Freedom Finance Accounting.
"Freedom Finance Accounting is a firm small enough to be caring and personal, but large enough to provide high-quality service, leading-edge advice and second to none results".
Our crew is well trained and has a lot of experience, so they can provide you with sensible answers to your problems and are always seeking new chances, whether you're a business owner or an individual.
As tax compliance specialists who work with businesses of all sizes – no company is ever too big or too small – our strong focus is on assisting you, whether it's with income tax, GST, or other ATO matters; tax planning to reduce income tax, GST, and CGT and improve cash flow; resolving business problems; helping you grow your business; or improving bottom-line profit. We understand all facets of business and are dedicated to assisting you in being successful. We also recognise that business owners are "experts" in their fields and that by combining your expertise with ours, you can obtain the best outcomes for your company.
Financial Planning
Build Your Wealth & Secure your future
Expert Advice With Your Financial Planning Needs
At Freedom Finance Australia, we assist clients in effectively managing their finances with the future in mind.
Our Financial Advisers assist you in setting your future financial and personal goals after establishing a comprehensive picture of your existing situation. They will create a personalised financial plan to help you reach your objectives and manage your resources in the future.
We can assist you with:
- Insurances
- Superannuation
- Financial Planning
- Wealth Creation
- Succession Planning
- Retirement Planning
Verse Wealth Financial Planners & Advisors Melbourne
1300 822 163
Services
Strategy
Whether you want to invest, contribute to super, pay off debt, buy a new house, establish a business, sell assets, or do something else, we can help. It's about striking a balance between attaining your objectives, reducing stress, and building wealth to achieve future independence.
Cash Flow
It's critical to get your financial flow in order. If you can't manage your money, you'll never attain your ambitions. We help people gain financial control by bringing structure, accountability, and clarity to their spending and saving habits.
Investing
We put together balanced and transparent portfolios that are tailored to your goals. We'll educate you, set reasonable expectations, and help you manage your emotions as markets rise and fall. We use independent research, analysis, and ratings to back up our recommendations to ensure that your investments are always in excellent hands.
Super
Choosing a fund, determining the correct investment mix, contributing, and more. We'll make super's intricacies look straightforward, so you can maximise your savings and rest assured that your future is secure.
Retirement Planning
It requires diligent planning to ensure you have the retirement you deserve. So as you approach retirement, we'll devise a plan to maximise your super, examine more conservative investment techniques to mitigate portfolio losses and use modelling to predict your ability to live your best retirement life.
Tax
You should not pay more tax than necessary since paying less tax means having more money to live your best life. We'll show you how to take advantage of the regulations by investing wisely, maximising deductions, and working with the correct accountant.
Property
We'll help you avoid typical property blunders whether you're buying your dream house, first home, or investing in real estate. With the assistance of expert mortgage brokers and property specialists, we will guide you through the home buying process.
Coaching
We're your financial advisors. That includes developing your relationship with money, holding yourself accountable, having difficult talks, avoiding the herd, and controlling your emotions during volatile investing markets.
Employer Share Schemes
We can assist you in understanding the intricacies and often the life-changing potential of RSU schemes, ESPP offers, and ESS if you work for a tech start-up or a publicly traded corporation. We'll assist you in making critical decisions about risk, diversification, capital gains, and other factors.
Debt Management
We'll help you decide what debt to take on and how to pay it off. We'll work together with your mortgage broker to ensure your debts are always properly organised and you're not overpaying on interest.
Insurance
We identify the risks that apply to your circumstances and recommend the appropriate insurance coverage to safeguard you and your family. In addition, we don't charge commissions. Therefore, your insurance will be less expensive.
Estate Planning
It's about more than what you leave in your will when transferring wealth to future generations. We'll walk you through the decisions that affect how successfully you transfer assets to loved ones and make sure your intentions match your plans.
Approach
It's not just about money - it's about your entire life. Money is just fuel for living the life you want, which means something different to everyone.
Uniquely Personal
Your life is your life, and financial advice needs to reflect it. So we'll align your strategy and decision making to what you value most. There's nothing cookie-cutter here.
Complex Made Simple
No one wants to be overwhelmed with financial jargon and industry-speak. We're obsessed with simplicity, so you're empowered and feel in control.
We Make You Money
Let's cut to the chase, you've got goals, but you're here to make money. Our depth of knowledge, experience and access to professional networks will ensure you do.
No Commissions, No Kickbacks.
We're not aligned with any financial products and don't take commissions. That's the traditional financial advice industry.
Your Whole Financial Life.
We manage your entire financial life by surrounding you with the right experts at the right time. We're always collaborating, so nothing is missed, as everything counts.
The Process Introductory Chat
A free video session to see if we're a good match. Then, we'll try to figure out why you're seeking assistance and determine whether or not working together might be beneficial. We'll also allow you to ask any key questions upfront. Following your booking, you'll receive an email and SMS with instructions on how to prepare for the Introductory Chat.
My Best Life
Let's talk about your 'Best Life.' It could be a combination of attaining goals, experiencing experiences, removing worries, and improving one's lifestyle by giving themselves more time, freedom, and choice. We'll also go through all parts of your financial life to know exactly where you stand right now.
Workshop
We'll draw a picture of what we can accomplish as a team. Then, we'll go over the areas where we can help, what should be prioritised, and how your financial thinking needs to change. Finally, we'll give you a client agreement to confirm the service and pricing during this session.
Advice And Guidance
We'll get you financially organised, build a strategy, and get you taking action throughout our first few months together. Beyond that, we'll be there for you every step, guiding you through life's ups and downs. Whether it's children, a career change, a scary new mortgage, failing relationships, plunging markets, or just tax, interest rate, and super changes, Verse will help you get through it.
0430-339-763
About Foundation Financial Advice
Foundation Financial Advice is an FPA Professional Practice conveniently located in the centre of Melbourne that helps individuals like you maximise their financial position, ensuring no opportunities are missed and giving a possible route to wealth. We work with you on a fee-for-service basis to assist you in reaching your objectives, so you can focus on living your life rather than stressing about money.
Peter Tribolet established Foundation Financial Advice. A Master's degree qualified CFP® Practitioner with over 15 years of industry experience.
What We Do
We recognise that we will only be successful if our clients are successful. Therefore, customer happiness through financial enhancement is our business. Through the following services, we have effectively assisted clients in achieving their objectives.
Retirement Strategies
Personalised guidance and tactics for a seamless transition to retirement or maximising your position so you can retire in luxury. We take care of your financial affairs so you may enjoy life and pursue your passions. We assist you in achieving the best balance of Centrelink maximisation, tax minimisation or elimination, and asset protection and expansion.
SMSF Advice
Helping to tailor investment strategies and assisting with LRBA (Limited Recourse Borrowing Arrangements) for commercial and residential properties. Complex requirements and intergenerational wealth planning. SMSF private risk and industry fund advice combined. From the beginning to the end.
Defined Benefit Expert Advice
One of the few advisory businesses to advise you on getting the most out of these formula-driven funds, incorporating the benefits into your overall financial situation, and planning to highlight optimisation and saturation areas in the formula.
Wealth Creation Strategies
We create a strategy that includes a variety of techniques that, when combined, can give you the assets you need to generate and protect real wealth. Your circumstances will decide the plan or set of assets (stocks and real estate inside and outside of super) that you'll need to achieve your objectives.
Superannuation Advisory Service
Pre & post-retirement strategies to ensure you and your family's financial security in retirement. Intergenerational planning.
Aged Care & Estate Planning
In addition to ensuring that you or a loved one enters the frailty years with CHOICE, it is also critical to arrange for the distribution of Estate assets to avoid them being reduced by taxes or fees for the family. Strategies to keep the family home while still protecting, distributing, and investing the revenues
Insurance And Risk Analysis
Research all approved and current insurance policies for specific applicability, tax effectiveness, and cost-efficiency.
Debt Recycling And Reduction
Provide options and guidance on arranging your debt, identifying "good" and "bad" debt, and maximising equity utilisation in your property assets to reduce taxes and increase asset value while maintaining cash flow.
Budget Planning
Assist you in developing and measuring a reasonable living expense budget, which you may track regularly. It is then safeguarded, and surplus is directed to your assets, allowing you to efficiently meet and surpass your objectives.
Loan Structuring And Debt Advice
Reduce interest costs by using an offset and linked card strategy to delay expenses while offsetting interest—complex frameworks for property portfolios, SMSFs, and business loans. Reduce interest costs by using an offset and linked card strategy to delay expenses while offsetting interest—complex frameworks for property portfolios, SMSFs, and business loans.
Business Insurance
Ensure you have enough insurance to keep your firm running in the case of an accident, illness or the untimely death of a partner or key employee.
Claim, Centrelink, Workcover Or Complete Financial & Investment Check-Up
Financial planning advice is practical, honest, discreet, and professional in your best interests!
Pursue Wealth Financial Planners & Advisors Melbourne
(03) 9686 1783
Start Today
Don't just fantasise. As a Pursue Wealth member, you can achieve your goals sooner than later.
We'll help you define short, medium, and long-term objectives and keep you on pace to meet them. You'll have the tools you need to ACHIEVE your goals as a Pursue Wealth member.
Financial Advice
As an award-winning team with an adventurous spirit, we'll design you a financial plan that suits your lifestyle and goals. Because, like you, we'd rather buy our Jimmy Choos in Paris, not from eBay.
Mortgage Advice & Broking
Do you want to live in your dream home without compromising your lifestyle or vacation plans? Then, we'll work with you to create a realistic plan for securing a home you love so that you can relax and be worry-free.
Support & Advice Throughout Your Journey To Achieve Your Dreams
Articulate Your Dreams
We'll work with you as part of your membership to express your dreams and develop goals to help you get there. We'll acquire a clear picture of your goals and collaborate to create a strong plan to help you achieve them sooner.
Get Great Financial Advice
We've devised a five-step process for delving into and comprehending your dreams. Then, we'll work with you to create a customised strategy to help you live the life you've always wanted! With us, financial planning does not go to the bottom of the priority list.
Start Living The Life You Want
We can assist you in making better-informed judgments regarding your future, so you don't have a hangover the next day. In addition, our consultations ensure that both personal and financial goals are aligned, allowing you to begin living the life you choose on your terms!
Our Members
Our members are the ones who keep us going. The finest part of our professions is getting to meet people from all walks of life, learning about their aims and objectives, and committing to assisting them in realising their goals. Ambitious professionals, goal-oriented entrepreneurs, daring, courageous travellers, and growing families are potential Pursue Wealth members. Click through to learn more about our members and read about some of our incredible members!
National Financial Planners Financial Planners & Advisors Melbourne
03 9504 3873
Welcome
National Financial Planners welcomes you. Our goal is to form a long-term, mutually beneficial collaboration with you to help you achieve your financial and lifestyle objectives. We are committed to assisting you in protecting and growing your assets and achieving financial freedom.
We are upfront and open with you at all times, and we will honour our commitments to you. National Financial Planners Pty Ltd is a Corporate Authorised Representative (No237225) of Sentry Advice Pty Ltd ABN 77 103 642 888. Sentry Advice Pty Ltd is an Australian Financial Services Licensee No 227748.
Vision
Our goal is to form a long-term, mutually beneficial collaboration with you to help you achieve your financial and lifestyle objectives. We are committed to assisting you in protecting and growing your assets and achieving financial freedom.
We are always honest, forthright, and open with you, and we will always keep our promises to you.
Purpose
The purpose of our business is to help you organise your financial affairs. National Financial Planners Pty Ltd provides financial strategies that build, protect and provide wealth for your desired lifestyle.
Planning to survive?
Planning to succeed?
Those who want financial security and, more significantly, freedom in the future need to have a financial plan in place now more than ever. But unfortunately, without the time or professional support to formulate an achievable plan, many of us fail to make the best use of our financial resources.
Convenience & Peace of Mind
National Financial Planners Pty Ltd has the resources and experience necessary to customise a plan to suit your current circumstances and help you achieve your desired future lifestyle.
The decisions you make about your financial future need to be in the hands of someone you can trust and someone who has been around for a long time.
At NFP, we provide Advice at the Right Price.
Retire Ready Financial Planning Financial Planners & Advisors Melbourne
03 8372 2012
Why Retire Ready?
Retire Ready Financial Planning is a locally owned financial planning firm in Williams Landing dedicated to assisting you in achieving YOUR objectives. Retire Ready is a well-known retirement planning and aged care provider in Melbourne's west, having started small at the Point Cook Town Centre in 2015. We are located in Williams Landing, just a short distance from where the company began.
A widespread assumption is that you need to be affluent to hire a financial advisor, completely false! Gloria Mina is passionate about empowering ordinary people to achieve financial independence through education and a greater understanding of their relationship with wealth development.
As a firm, we strive to ensure that our clients achieve financial success while also allowing them to overcome hurdles. Whether it's paying off your mortgage, schooling your children or grandchildren, or taking that long-awaited vacation. We recognise that financial planning isn't something you do once and then forget about. Therefore, we take satisfaction in providing all of our clients with individualised, ongoing service packages. After all, everyone's requirements are unique!
We have Authorised Representatives of Synchronised Business Services (Synchron), the third-largest Licensee in Australia according to ASIC's Financial Adviser Register. Synchron is not aligned with any large financial institutions. When engaging with a Financial Adviser, it is important to ensure they are authorised to provide you with personal financial advice.
We feel privileged to say that we have clients from all over Melbourne and Victoria to see us, we love what we do and the difference we can make in people's lives.
