Top 10 Financial Planners & Advisors Melbourne, Victoria (2024)

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!

Klear Picture

Klear Picture is a distinguished financial advisory firm in Melbourne, offering a range of services to help clients achieve financial independence. Their approach is client-centric, ensuring that each financial plan is uniquely tailored to meet individual goals and objectives. The firm prides itself on its ability to provide clear pathways to financial freedom, backed by a team of experienced professionals.

Services Offered:

• Accounting & Taxation: Specialised services for individual and corporate clients.
• Business Advisory: Guidance in financial management and business growth strategies.
• Private Wealth Advisory: Expert advice for personal wealth management and protection.
• Lending & Capital Raising: Financing solutions for a variety of property investments.

Address: 312/434 St. Kilda Road, VIC 3004
Phone: (03) 9998 1940
Email: team@klearpicture.com.au
Website: klearpicture.com.au

Lifespan Financial Planning

Lifespan Financial Planning offers a comprehensive suite of financial planning and advisory services, tailored to meet the diverse needs of their clients. Their approach is centred around providing personalised advice that takes into account each client's unique circ*mstances, goals, and life events. Lifespan's financial advice and support services are designed to guide clients through various stages of life, offering both scaled and comprehensive advice. Scaled advice, or "event" advice, focuses on specific areas of importance to the client at a particular time, while comprehensive advice takes a holistic view of the client's financial world. This approach ensures that clients receive financial advice that is not only tailored to their individual needs and objectives but also contributes to securing their financial future.

Services offered by Lifespan Financial Planning include:

• Superannuation Advice: Including advice on industry super funds, retail super funds, and self-managed super funds (SMSFs).
• Personal Insurance: Offering a range of protection options tailored to the client's current situation and future events.
• Investment Advice: Guidance on managing investment portfolios considering market fluctuations and risk appetite.
• Managed Discretionary Account (MDA) and Managed Portfolio Service: Managing a range of managed portfolios on behalf of investors.
• Retirement Planning: Helping clients plan for retirement, considering savings and maximising superannuation benefits.
• Estate Planning: Assisting in the preparation of wills, powers of attorney, and nomination of superannuation beneficiaries.
• Mortgages and Lending: Through their affiliate, Quay Finance, providing advice on home buying, refinancing, and investment properties.

Lifespan Financial Planning is dedicated to helping clients navigate their financial journey, providing peace of mind and clarity for the future. For more information or to speak with a financial adviser, Lifespan Financial Planning can be contacted at their office. They are committed to ensuring that clients' financial plans align with their life goals and aspirations, offering a path to financial security and prosperity.

Phone:(02) 9252 2000
Website:https://lifespanfp.com.au/

MWL Financial Group

MWL Financial Group offers strategic financial planning services, emphasising the importance of long-term thinking and strategies that align with clients' lifestyles, ages, earning capacities, and comfort levels. Their approach to financial planning is designed to guide clients through changes in legislation and economic shifts, helping them reach their financial goals. MWL Financial Group highlights the value of time in investment returns, illustrating how investments can double over time depending on the rate of return. They stress that delaying investments or holding poor-performing investments can result in significant future financial losses, underscoring the importance of having money work effectively over time.

Services offered by MWL Financial Group include:

• Financial Planning: Developing long-term strategies tailored to clients' individual needs.
• Accounting and Tax: Providing accounting services and tax advice.
• Active Investing: Guidance on investment strategies.
• Aged Care: Offering financial advice related to aged care.
• Business Advisory: Consulting services for businesses.
• Insurance For Life: Advising on life insurance options.
• Lending and Finance: Assistance with lending and finance options.
• Self Managed Super Funds (SMSFs): Advising on the setup and management of SMSFs.

Phone:(03) 9866 5888
Email:admin@mwl.com.au
Website:https://www.mwl.com.au/

TruWealth Advice

TruWealth Advice specialises in providing financial guidance and support, particularly for single, widowed, divorced, and separated women. They focus on empowering women to achieve financial wellbeing and independence. TruWealth Advice assists clients in navigating the financial challenges that accompany significant life events such as separation, helping them make informed decisions about asset division, cash flow management, and post-divorce financial planning. Their goal is to enable clients to not just cope but thrive after such life changes, maintaining the lifestyle they value. TruWealth Advice's approach is comprehensive, offering a range of services to help clients make smart decisions impacting every area of their lives.

Services offered by TruWealth Advice include:

• Separation Advice: Assisting women in navigating the financial complexities of divorce.
• Strategic Planning: Clarifying and prioritising life goals and creating a financial plan to achieve them.
• Investment Planning: Developing disciplined investment plans considering all options.
• Insurance: Ensuring adequate protection for life, health, family, and income.
• Retirement & Superannuation: Guidance on increasing superannuation benefits for a sustainable retirement.
• Debt Management: Advice on using borrowed money to improve overall financial position.
• Mortgage Solutions: Making smart decisions on mortgage structures and banking solutions.
• Estate Planning: Capturing wishes to ensure legacy and estate distribution as desired.
• Budgeting: Understanding and smartly managing money for the biggest impact.
• Structure and Asset Ownership: Ensuring tax-effective structuring and protection of assets.
• Aged Care: Providing options for caring for ageing parents and loved ones.

TruWealth Advice is committed to helping clients understand and improve their financial situations, ensuring they live on their terms. For more information or to schedule a consultation, TruWealth Advice can be contacted at 03 8648 6534 or via email at contact@truwealthadvice.com.au. Their office is located at Level 13, 200 Queen St, Melbourne VIC 3000. TruWealth Advice is dedicated to providing clients with the clarity and confidence needed to make sound financial decisions.

Phone:03 8648 6534
Email:contact@truwealthadvice.com.au
Website:https://www.truwealthadvice.com.au/

Verse Wealth

Verse Wealth is a financial advisory firm that offers a comprehensive range of services to help clients make the most of their financial resources. Their approach is tailored to each client's unique situation, focusing on big decisions such as investing, contributing to super, paying off debt, buying a new home, starting a business, selling assets, and more. Verse Wealth emphasises the importance of achieving a balance between reaching goals, limiting stresses, and growing wealth to create future freedom. They also provide essential services in cash flow management, helping clients take control of their money by bringing structure, accountability, and clarity to their spending and savings.

Services offered by Verse Wealth include:

• Strategy Development: Assisting clients in making significant financial decisions.
• Cash Flow Management: Helping clients manage their money effectively.
• Investment Planning: Creating diversified and transparent portfolios aligned with clients' goals.
• Superannuation Advice: Guidance on choosing funds, investment mix, and making contributions.
• Retirement Planning: Strategies for maximising super and considering conservative investment strategies.
• Tax Planning: Ensuring clients don't pay more tax than necessary.
• Property Advice: Guidance on buying homes or investing in property.
• Coaching: Improving clients' relationship with money and managing emotions in investment markets.
• Debt Management: Advising on debt strategies and working with mortgage brokers.
• Employee Share Schemes: Navigating the complexities of RSU schemes, ESPP offers, and ESS.
• Financial Modelling: Joining the dots between resources, strategy, and financial future.
• Estate Planning: Ensuring clients' wishes are reflected in their estate plans.
• Investment Management: Goal-driven portfolio management.
• Mortgage Broking: Finding the right loan for clients' needs.

Phone:1300 822 165
Email:admin@versewealth.com.au
Website:https://www.versewealth.com.au/

FMD Financial

FMD Financial offers a trusted and effective financial planning process, recognized for its ability to empower clients and relieve stress. Their approach is centered around six pillars of advice, ensuring that every aspect of a client's financial wellbeing is considered and implemented with the assistance of their highly qualified and experienced team. FMD Financial's services are designed to provide peace of mind by growing and protecting clients' wealth both now and in the future. They emphasise the importance of goal setting, superannuation management, income and budgeting, insurance, balancing assets and debt, and creating a financial legacy. This comprehensive approach ensures that clients have a well-rounded financial plan that aligns with their life goals and circ*mstances.

Services offered by FMD Financial include:

• Goal Setting: Assisting clients in setting and reviewing financial goals.
• Superannuation Advice: Helping clients grow and maximise their superannuation.
• Income and Budgeting: Key to building long-term sustainable wealth.
• Insurance: Protecting clients' wealth from unexpected events.
• Assets and Debt Management: Balancing assets and debt to build wealth faster.
• Financial Legacy Planning: Creating a Will or Estate Plan for peace of mind.
• Investment Management: Institution-grade investment capability with over $2 billion of funds under advice.
• Retirement Planning: Maximising super and considering investment strategies for retirement.
• Tax Planning: Using rules to clients' advantage for tax-effective investing.
• Property Advice: Guidance on property buying with the help of mortgage brokers and property specialists.
• Debt Management: Advising on debt strategies and working with mortgage brokers.
• Employee Share Schemes: Navigating the complexities of RSU schemes, ESPP offers, and ESS.
• Financial Modelling: Joining the dots between resources, strategy, and financial future.
• Estate Planning: Ensuring clients' intentions are aligned with their plans.

Phone:1300 134 187
Email:melbourne@fmd.com.au
Website:https://www.fmd.com.au/

Freedom Finance

Freedom Finance Australia specialises in providing expert financial planning services to help clients effectively manage their finances with a focus on the future. Their financial advisers begin by establishing a clear understanding of the client's current financial situation and then assist in defining future financial and life goals. With this comprehensive understanding, they develop a custom financial plan designed to achieve these goals and manage resources effectively. Freedom Finance Australia's approach is client-centric, ensuring that each financial plan is tailored to the individual's unique circ*mstances and aspirations.

Services offered by Freedom Finance Australia include:

• Insurances: Advising on various insurance options to protect clients and their assets.
• Superannuation: Guidance on superannuation strategies to maximise retirement savings.
• Financial Planning: Comprehensive financial planning services to meet clients' goals.
• Wealth Creation: Strategies for building and managing wealth.
• Succession Planning: Planning for the transfer of assets and wealth.
• Retirement Planning: Preparing for retirement to ensure financial security and comfort.

Phone:1800 662 891
Email:info@ffau.com.au
Website:https://ffau.com.au/

Partners Wealth Group

Partners Wealth Group (PWG) is dedicated to providing tailored, innovative wealth management solutions to help clients achieve their financial and lifestyle goals. They offer a personalised approach to wealth creation, ensuring clients receive expert financial advice tailored to their unique circ*mstances. PWG's services are designed to guide clients towards financial security, whether they are planning for retirement, investing for their family's legacy, or seeking to create lasting wealth. Their collaborative and personalised approach ensures that no matter the complexity of a client's situation, they receive innovative financial solutions tailored to achieving their own financial freedom.

Services offered by Partners Wealth Group include:

• Financial Advice: Providing expert guidance on various financial matters.
• Investment & Wealth Management: Strategies for managing and growing wealth.
• Lending & Mortgage Broking: Assistance with loans and mortgage solutions.
• Superannuation & SMSF: Advice on superannuation funds and self-managed super funds.
• Legal Solutions: Offering legal advice related to wealth management.
• Aged Care Advice: Guidance on financial planning for aged care.
• Wealth Protection: Protecting clients' wealth through various means.
• Listed & Unlisted Investments: Offering investment opportunities in various assets.

Phone:03 8508 7800
Website:https://www.pwg.com.au/

Hewison Private Wealth

Hewison Private Wealth provides a range of sophisticated financial planning, investing, risk, and wealth management services tailored to individual circ*mstances. Their approach is bespoke, varying in complexity based on the client's needs. The firm prides itself on delivering services underpinned by innovation, integrity, and a proven track record. Clients can expect to experience expertise, care, and trust from the Hewison team, ensuring confidence in the protection and growth of their wealth for future generations.

Services offered by Hewison Private Wealth include:

• Financial Planning & Investment Advice: Bespoke and independent advice for financial planning and investments.
• Wealth Creation & Asset Management: Strategies to grow, manage, and protect wealth.
• Superannuation & SMSF Advice: Advice on securing the future through superannuation and self-managed super funds.
• Investing & Portfolio Construction: Investment strategies that offer control and flexibility.
• Retirement Planning & Advice: Providing peace of mind and comfort in retirement planning.
• Tax Planning & Structures: Essential building blocks for financial success.
• Succession & Estate Planning: Planning and protecting future generations.
• Insurance, Risk & Wealth Protection: Strategies to protect against unforeseen events.
• Inheritances, Business Sales & Financial Settlements: Managing significant financial events and transitions.

Phone:(03) 8548 4800
Email:info@hewison.com.au
Website:https://www.hewison.com.au/

Collinsfp

Collins Financial Planning (Collinsfp) focuses on providing guidance and solutions for family protection, particularly in the face of unexpected life events such as illness, injury, or other circ*mstances that could impact the ability to work. Understanding the importance of financial stability during challenging times, Collinsfp offers a range of protection services. They specialise in ensuring that clients have the right protection in place to take care of their loved ones in case of unforeseen events. The firm emphasises the peace of mind and comfort that comes from knowing that one's family is financially secure, regardless of what life may bring.

Services offered by Collins Financial Planning include:

• Family Protection: Guidance on securing financial stability for loved ones.
• Life Insurance: Providing coverage to protect families in the event of a client's death.
• Total and Permanent Disability Insurance: Offering protection in case of a disabling injury or illness.
• Trauma Insurance: Coverage for specific critical illnesses or injuries.
• Income Protection: Ensuring financial stability in case of inability to work due to illness or injury.
• Business Protection: Protecting business interests and continuity.

Phone:0419 632 777
Email:ashley@collinsfp.com.au
Website:https://collinsfp.com.au/