Melbourne, as one of Australia's most populous cities, is home to some of the country's greatest financial planners and advisors. We can assist you with everything from retirement planning to investments. And with our extensive industry experience, there's no query we can't answer!
Finding the proper financial advisor for your requirements is critical. We've put together a list of some of the greatest financial planners and advisors in Melbourne, Victoria.
We also included what distinguishes them from their competitors. This will assist you in making an informed decision about which company to use and who is best prepared to meet your demands.
Freedom Financial Planning
Freedom Financial Planning stands out for its holistic approach to financial management, offering a range of services from aged care advice to mortgage broking. With a team of experienced advisers, the firm ensures that every client receives a customised plan that aligns with their personal goals and objectives. This approach has cemented Freedom Financial Planning's reputation in Melbourne as a trusted adviser for those seeking to optimise their financial life and create a legacy of wealth.
Services Offered:
- Investment & Wealth Creation
- Retirement Advice
- Superannuation Advice
- Aged Care Advice
- Strategic Tax Planning
Phone: 03 9542 3200
Email: askus@freedomfp.com.au
Address: Suite 29, 270 Ferntree Gully Road, Notting Hill VIC 3168
Website: https://freedomfinancialplanning.com.au/
Klear Picture
(03) 9998 1940
Melbourne Private & Business Wealth Advisors
At Klear Picture, we are dedicated to providing individualised service while simultaneously establishing lasting relationships with each of our customers. By providing an environment that is trustworthy, knowledgeable, and inviting, we are able to assist you in determining what your objectives are and working with you to devise strategies for investing that will help you achieve those objectives.
We are committed, in our capacity as financial advisors in Melbourne, to aiding you in accomplishing the goals you have set for yourself and living up to the expectations you have set for yourself. Although we all want to be financially independent and have the ability to pursue our objectives and desires, the specifics will always be different for each individual. Because of this, seeking the advice of a financial counsellor may prove to be beneficial.
We understand that everyone has a unique set of priorities when it comes to their finances, which is why we will take the time to sit down with you in an environment that is relaxed and stress-free to find out exactly what it is that you want from a financial strategy. After that, we'll devise a strategy that takes into account all of the particulars of your situation. No matter what your goals are, you will need a financial plan that provides you with advice on how to accumulate wealth in a way that is specific to you.
During the course of the previous decade, there has been a significant shift in the wealth advising landscape in Melbourne. Those were the days when essential service products were still available. Today, businesses spend trillions of dollars on research and development to create innovative goods and services that evoke positive feelings in consumers by assuring them of a secure tomorrow. When there aren't any visible routes to financial independence, individuals find it difficult to trust others and have the impression that they are just a number. When there aren't any clear routes, individuals feel like a number.
Our objective is to deliver individualised services, hence we have avoided aligning ourselves with any organisations so that we can fulfil that commitment. Because of this, we are able to direct our attention into developing and customising investment models that are truly advantageous to you.
Klearpicture is the ideal option for financial advisers and professionals working in asset management in Melbourne. Helping you achieve financial independence is our primary focus, and all of our resources, years of expertise, and capabilities in strategic planning are devoted to that aim. Because we are not owned by any bank, financial institution, or product and have no affiliation with any of these entities, our primary aim is to assist you in achieving the monetary goals that you have set for yourself.
Our customers are given the benefit of expert financial guidance. This advice is always founded on statistical data, supported by the expertise of industry professionals, and scaled to meet the requirements of the individual client. When it comes to planning for retirement, our financial advisors headquartered in Melbourne are well-versed in the challenges that many individuals find themselves up against. Because of this, the wealth management solutions that we employ are targeted towards the accomplishment of long-term goals while also keeping in mind the achievement of short-term financial goals.
Why Klear Picture Smsf Advisors?
At Klearpicture, we provide the exact same unparalleled level of care, attention, and expertise to each and every single one of our customers.
In addition to providing you with expert guidance, plans, and strategies that are adapted to your investor profile as well as your goals and objectives, the individualised and professional service that we offer includes selecting the very best investments available from the many different platforms and top-tier providers.
In order to assist you in accomplishing your monetary objectives, our company specialises in a wide range of advisory and investment services.
Lifespan Financial Planning
(02) 9252 2001
With no connections to banks, fund managers, or insurance companies, Lifespan Financial Planning continues to be one of Australia's largest privately owned adviser networks. Lifespan aims to collaborate with advisors and advisory firms to aid in the establishment of profitable businesses through the provision of high-quality specialized services and support, financial products, and education.
MWL Financial Group - Financial Planners & Advisors Melbourne
(03) 9866 5889
To obtain professional financial aid in all areas, the most common strategy is to seek advisors from multiple firms to work individually on your specific needs. This is the most common method. The problem with this is that it leads to unnecessary expenditures and advisors giving advice that is diametrically opposed to that of their colleagues as they transition from one area of expertise to another. Furthermore, because none of the advisors truly understand your ultimate goals, developing the most effective strategy is difficult.
The advisers meet on a regular basis to discuss a client's needs and collaborate to achieve the client's objectives. They avoid the complications that can arise from working with a large number of advisors by doing so.
TruWealth Advice - Financial Planners & Advisors Melbourne
03 8648 6535
By guiding single women through a process that educates and directs them down a path that will enable them to feel financially secure and in control of their financial future, we hope to empower these women. In order to assist with strategic financial planning, TruWealth, formerly known as Assetplan Advisory, was established in 2010. It functions with a personal Australian Financial Services Licence (AFSL).
We believe there is no room for error when it comes to money management. It determines the happiness of you and your family. Money doesn't have to be intimidating, overwhelming, or perplexing. You have the right to understand how it affects all aspects of your life.
Verse Wealth - Financial Planners & Advisors Melbourne
1300 822 166
We can help you with a variety of things, including but not limited to investing, contributing to superannuation, paying off debt, buying a new home, starting a business, selling assets, and much more. Finding a happy medium between achieving your goals, reducing your stress, and increasing your wealth is critical if you want to become financially independent in the future.
It is absolutely necessary to control your cash flow. Your objectives will never be realized if you are unable to manage your finances responsibly. We help people regain control of their finances by instilling structure, accountability, and clarity in their spending and saving routines.
We will build you a portfolio that is not only diverse but also transparent, and it will be tailored to your specific goals. We will educate you, help you set reasonable expectations, and teach you how to control your emotions as the markets rise and fall. We rely on independent research, analysis, and ratings to back up our recommendations, so you can have peace of mind knowing that your assets are in good hands at all times.
FMD Financial - Financial Planners & Advisors Melbourne
1300 134 188
Financial independence may be closer than you think, but it's critical to seek professional assistance to fully understand your current financial situation and plan your next steps. You may be unsure of where to look for a good consultant, what to expect from the process, or how to get started.
We're delighted you found us because you're not alone! For 15 years, we've been providing low-cost, expert financial advice to busy executives, business owners, and successful families, assisting them in achieving their goals and living their best lives in retirement.
Our clients are hardworking people with demanding jobs, strong passions, and demanding schedules. They don't have the time or inclination to stay on top of every market movement or change in superannuation, tax, or investment regulations. They instead entrust us with creating a long-term financial strategy and growing their wealth as their circumstances change.
Melbourne Financial Partners - Financial Planners & Advisors Melbourne
04 1561 1448
We recognize that you are an individual with unique needs and goals, and as a result, the financial advice we provide will be tailored to your specific needs and goals. We will take a methodical, step-by-step approach to achieving your objectives.
It's possible that we'll offer some tips on how to better manage your day-to-day finances or how to maximize the potential of your financial situation. We can also act on your behalf if that is what you prefer.
We are a financial planning firm with offices in Richmond and Collingwood, and we are passionate about finance and, more specifically, the act of assisting others.
Hewison Private Wealth - Financial Planners & Advisors Melbourne
(03) 8548 4801
We are a commission-free, independent firm that employs a direct investment strategy. This ensures that the way we approach a client's financial future is tailored to their goals and what is in their best interests at all times. Hewison Private Client Advisers are all CFP certified, academically educated, and professionally certified. As a result of this knowledge and competence, clients have a high level of confidence and trust in the entire Hewison team.
We've improved our strategic approach, service offerings, and administrative systems using insights gained from our 30+ years of experience. We manage our clients' affairs by combining reputable experience, integrity, and modern financial knowledge.
Collinsfp - Financial Planners & Advisors Melbourne
0419 632 778
During the first stage of the process, we will discuss your specific goals, including both long-term and short-term objectives, as well as your expectations of us as your financial advisor. We will ensure that we have a thorough understanding of your current financial situation by compiling a summary of your assets and commitments, income and expenses, and engaging in a discussion about your risk tolerance.
Now that we have a better understanding of your situation, we will immediately begin the process of developing solutions that are tailored to your specific needs. A good Financial Adviser will assess your current resources, future goals, and risk profile to determine which strategies will be most appropriate for you. This will ensure that you receive the best advice possible.
We will provide a formal, written "Statement of Advice" once the plan has been finalized, which will address specific subjects as outlined by the Australian Securities and Investments Commission. This will be done after the strategy is finalized. Before you leave, you should thoroughly review it because it will outline a comprehensive investment strategy as well as the recommended course of action.
MD Financial Planning - Financial Planners & Advisors Melbourne
1300 887 529
Our financial planners work with you to develop realistic goals and objectives for the future, as well as a practical plan for achieving those goals financially. Throughout the process, we will hold your hand and work with you to build a long-term relationship with you, the client.
The majority of our new clients are referrals from existing clients who have benefited from our advice and want to share it with their family, friends, and acquaintances.
Pursue Wealth - Financial Planners & Advisors Melbourne
(03) 9686 1785
We will help you define short-, medium-, and long-term goals and will track your progress toward those goals. As a Pursue Wealth member, you will have access to the resources you need to ACHIEVE the goals you have set for yourself. Sign up for membership right now!
As a group that has won multiple awards and has a spirit of exploration, we will devise a financial strategy for you that is tailored to your way of life as well as the objectives you wish to achieve. We, too, would prefer to buy our Jimmy Choos in Paris rather than on eBay.
As part of your membership benefits, we will work with you to articulate your goals and develop objectives to help you achieve them. We will first get a clear picture of your goals, and then we will work together to create a solid plan to help you achieve them faster.
Financial Coaching - Financial Planners & Advisors Melbourne
(03) 9821 4101
Very few exceptional athletes achieve success without the assistance of a certified and experienced coach. Our approach to financial coaching provides you with guidance on how to achieve results that are superior to those you could achieve on your own.
Our approach recognizes that very few people have the knowledge, time, or self-discipline required to achieve financial freedom without the assistance of a professional coach and a well-thought-out "training plan."
Because we provide such a wide range of financial services, we can create a customized financial plan for you, regardless of your current financial situation. We will help you manage your short-term and long-term financial needs, beginning with your first day on the job and continuing through the retirement planning process.
Mint Advisory - Financial Planners & Advisors Melbourne
1300 050 920
David Dooley founded Mint Advisory. It's a boutique-style full-service financial planning firm. We have a solid reputation in today's complex industry for providing effective strategic guidance and clear direction to help individuals and organizations achieve their goals.
Mint Advisory's team is dedicated to resolving our clients' most pressing issues while also providing realistic and commercial financial planning services. We are committed to ensuring our clients' long-term financial success. We've built strong and fruitful relationships with our clients over the last 20 years.
All investment and insurance product recommendations will be based on what we believe to be the "best appropriate" product for your circumstances. We are not obligated to any specific service, and our recommendations are based on our own research.
Pursuit Private Wealth - Financial Planners & Advisors Melbourne
(03) 9705 6366
Pursuit Private Wealth, which has offices in Melbourne and Narre Warren, offers Financial Planning services to the South East corridor of Melbourne and the Gippsland region. We are experts in Wealth Creation, Strategic Advice, Portfolio Management, Asset Protection, Trust and Self-Managed Superannuation Strategies, and Investing. We also look after trusts and self-managed superannuation portfolios.
Tax planning, tax effective investing, gearing / leverage, superannuation and retirement planning, and estate planning are all difficult concepts to grasp. You have a variety of strategies at your disposal, and it is critical that you choose the one that will help you achieve your financial goals in the most efficient way possible. We employ a variety of methods that have evolved over time, as well as the extensive knowledge that our personnel possesses in the fields of banking, accounting, and finance.
FAQs About Financial Planners
It's been shown that Australians who consult financial planners become more optimistic about the future than those who don't. As a financial planner, you can earn a great salary and have the flexibility and freedom to work how you want – whether that's with a small or large business, or setting up your own practice.
A financial planner guides you in meeting your current financial needs and long-term goals. Financial planners can help you reduce spending, pay off debt, and save and invest for the future. But financial pros are like doctors: Some are specialists in defined areas, such as taxes or managing investments.
Anyone who has a source of income and outgoing expenses should also have a structured financial plan intended to help them achieve their financial goals. This is especially true when you have a family to support and take care of as well.
Financial planners/advisers take into consideration your current financial situation, your needs and objectives to design strategies and recommend products that will help you reach your financial goals. They're like the Fat Controller of personal finances.
Key Takeaways. A financial planner is a professional who helps individuals and organizations create a strategy to meet long-term financial goals. "Financial advisor" is a broader category that can also include brokers, money managers, insurance agents, or bankers.
How much does a financial adviser cost? The cost of seeing a financial planner can range from $2,500 to $3,500 to set up a plan, and then about $3,000 to $3,500 annually if you have an ongoing relationship with the planner, according to the Financial Planning Association (FPA).
Do you need a financial planner? Generally speaking, the more complex your financial situation, the more likely you are to benefit from a financial planner. If your finances are simple, you may be able to take a DIY approach.
Australian Property Advisory Group - Financial Planners & Advisors Melbourne
australianpropertyadvisorygroup.com.au
1300 760 902
Property Advisors In Melbourne
At Australian Property Advisory Group, we assist you in realizing the value of working with unbiased, independent professionals who are insured to offer professional guidance. Buyer's advocates speak for the buyer while real estate agents speak for the vendor. While we are buyer's agents or advocates, we are qualified to give our clients advice based on their individual situations, risk tolerance, objectives, and needs analysis or requirements.
We do not employ salespeople or telemarketers. We do not make cold calls. If you received a cold call, it was from another company with the same name. We can only assist you if you make contact with us.
We understand how time-consuming it can be to find the right property. We can assist you in identifying the right property and ensuring that you only invest in the most suitable property based on your specific needs. You can get access to the widest range of properties for sale by using our service.
Our clients benefit from our personal experience as well as the same tried-and-true processes that we use for our own investing. Our planning process is supported by unbiased and thorough research and analysis.
Throughout the advice and property sourcing process, we adhere to professional standards such as transparency, full disclosure, and the avoidance of any conflicts of interest. This is supported by professional indemnity insurance. We charge a fee for the property research and advice we provide.
Future Planners - Financial Planners & Advisors Melbourne
03 9824 8623
We are Future Planners, a boutique financial planning firm that provides strategic advice and hands-on service across the financial planning spectrum. We bring more than 100 years of financial planning experience to the table and, as a result. We've been developing long-term relationships with a growing and loyal group of clients who recognize the value of our collective expertise and client-centric approach to financial planning.
People come to us for a variety of reasons. They may have a pressing financial issue; they may have lost their way or hit a brick wall in personally managing their finances for whatever reason. They may simply want our assistance in achieving their goals and dreams. At Future Planners, we are dedicated to understanding these objectives and assisting our clients in achieving their goals and dreams.
We have the knowledge and experience to provide each client with a comprehensive financial service. We tailor a strategic plan to meet your specific needs after taking the time to understand your position and priorities. Our strategies are based on the understanding that clients must plan for and build on what they can see and control, while protecting against what they cannot.
LBW Business + Wealth Advisors - Financial Planners & Advisors Melbourne
03 9670 4445
LBW has been in business for over 30 years and is one of Geelong's largest independently owned public accounting firms. Our interactions with one another, our clients, and our community are guided by the LBW WHY and our Values.
Leading Geelong accountant LBW is committed to getting to know your needs and objectives in order to offer solutions and advice that are both strategic and practical. For the purpose of assisting our clients in achieving their short- and long-term objectives, we offer accounting and wealth advisory services.
Our team of highly qualified accountants, financial planners, and business advisors is dedicated to assisting Geelong, Melbourne, and Australian businesses in growing. We understand the needs of Geelong businesses and are pleased to be a major sponsor and supporter of the Geelong Business Excellence Awards.