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Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.
Melbourne
Ariston Group is a boutique financial services house with a unique client-first approach. Our size and scale allow us to respond to and deliver the best possible financial outcomes for our clients. With personalised service and a holistic approach, we take the time understand your specific situation and develop a fully customised financial management program tailored to the individual clients requirements.
Melbourne
Walbrook Wealth Management provides a holistic advice service, ensuring your investments, mortgages, insurance, and other aspects of your wealth are aligned and working together to achieve your goals. Because no two clients are the same, we adopt a tailored, client-centric approach to financial advice. Some clients may initially need our help refinancing their mortgage or purchasing a new home, before tackling broader financing planning needs over time.
Rob Buskey
It was the best decision hiring Walbrook Wealth Management and working with Damien to help organise and realise a sound financial plan to ensure my current and future goals are met. I lacked confidence in my financial knowledge and Damien explains everything in a very accessible, super friendly manner. I have just begun to action the plan we came up with I will continue to use Walbrook Wealth to review, reassess and adapt my financial plan as necessary. 10 out of 10.
Melbourne
Believe it or not, accounting was not my first choice, when l finished high school. Thinking that accounting was boring, I majored in philosophy instead but I soon realised that accounting was far more than mere numbers. It was about problem solving and helping people achieve their goals, helping others achieve their goals, is still something I am passionate about today. Getting my grounding initially with a big four firm, in Deloittes, was a great way to break into the profession.
Melbourne
Christian can work with you in managing your superannuation, pensions, asset and liabilities so your funds will last as long as possible without compromising your income or lifestyle in retirement. Other things to consider as well would be your eligibility for government aged pensions, minimising your income tax and optimising your assets and liabilities. Christian has excellent attention to detail and as part of your 15-minute initial phone call he will bring to your attention any financial ‘gaps’ that you should consider such as under-performing investments, tax minimisation, estate planning and paying off non-essential debts before retirement.
Melbourne
We work with small business owners, professionals and couples who want more certainty about their financial situation, to help them make smarter decisions with their money and systematically build their wealth. We do this by working them through our own ‘Values Based’ Financial Planning Approach, which is all about taking the time to understand and discover what’s really important in life to them.
Melbourne
TruWealth is a Melbourne-based fee only financial advice practice that specialises in helping pre-retiree successful single women - those who have never married, are widowed or divorced - to manage their financial affairs and achieve financial independence. Our mission is to empower single women so that they feel financially secure and in control of their financial future by taking them through a process that educates them and takes them on a journey.
Melbourne
Northeast is a privately owned business, which offers advice on a fee for service model. This means we're not aligned with any product providers, and you’re not at risk of being charged any fees that you’re unaware of. We've done our best to remove the noise and the conflicts so that you can rest assured your advice will be highly personalised, with your best interests at heart.
Melbourne
Hi, I'm Josh, one of the Directors and owners of Prosper Advisory. I am the expert finance commentator on radio 94.1FM and we have helped hundreds of people to achieve financial success and security. We are Business Advisors and Financial Advisors. We offer a range of services provided in a personalised and tailored manner via our team of 14 Chartered Accountants and Financial Advisors.
Juan Sanchez
My business has been working with Josh and Prosper's team for over a year and their service and expertise has been outstanding. Their timely advice, training and ongoing support have allowed me to grow my business whilst knowing I have a team of professionals looking after our accounting and financial planning. Highly recommend Prosper Advisory to any business or individual looking for an expert in this field.
Melbourne
We are a Melbourne-based financial advice firm dedicated to empowering Australians with practical, strategic, and transparent financial guidance. We specialise in superannuation, retirement planning, personal insurance, and wealth protection for individuals and families. Our commitment is simple: deliver advice that is personal, valuable, and truly in your best interest. At Dumont, we’re not just planners—we’re partners in your financial journey.
Tracey Hinton
Willaim was very friendly and knowkedgeable about the investment industry. He was happy to travel to my house for the meetings making it a lot easier for me. He was very professional and able to restructure my superannuation and investments for the best outcome in my situation. Highly recommend getting some advice from William.
Melbourne
Sound advice can really make a difference to your personal situation at any stage of your life. It important to remember that its never too early or too late to have a plan. Our planning solutions are not just about making plans for your money, but we are also passionate about building wealth and choices for You. We work with individuals, couples, families, and children of our clients.
Melbourne
In a nutshell, CCA makes complex financial strategies simple. We make finance manageable by taking clients on a journey through our very own pathway to wealth program. The program is designed to: 1. Provide a clear path to achieving your financial objectives 2. Deliver cutting-edge financial solutions 3. Tailored our programs to your individual financial needs 4. Give you the confidence to take action
Melbourne
Please go to our Oakwood Wealth Management website ( www.oakwoodwealth.com.au ) and use the contact us form for a quick response as we don't get all messages through here. With expertise in Retirement Planning, Superannuation (including SMSFs), Wealth creation, Investment Portfolio Creation and Management, Personal Insurance, Cash Flow Analysis, and Tax Financial Advice, we are dedicated to helping you achieve your financial goals.
Simon Bowden
Esteban is a wealth of knowledge when it comes to preparing a wealth management portfolio for you. He’s diligent, professional and hard working and ready to help with any questions you may have. I certainly have no hesitation in recommending Esteban’s services to those families looking to protect themselves for the future. Thanks Simon
Antony Fernando, a Certified Financial Planner and a Charted Retirement Planning Counselor® is the Director and Principal Financial Planner at St. Anthony Financial Planning who has experienced over 26 years in the financial services industry and 7 years as a Financial Planner. Our First meeting is Complimentary and at no cost to you is based on Value-based conversation that helps to identify what really matters to you to lead the life you always dream of. This helps to create a Success Road Map to give you the best chance to achieve your life goals. We are comprehensive financial advisors who offer retirement planning, investment strategies, superannuation, insurance solutions, and SMSF tailored to your unique needs. Trust us to be your partner in your financial journey and experience the difference of working with a team that genuinely cares about your financial well-being. If you want to set your life up for success, we are here to help
What I love most about my job as a financial advisor is the opportunity to work with clients who have unique circumstances, as each client brings a fresh set of circumstances. I enjoy helping people achieve their life goals by, developing personalized strategies tailored to their specific needs. It's incredibly fulfilling to make a positive impact on their financial well-being and guide them towards a more secure future. The dynamic nature of the financial industry keeps me engaged and intellectually stimulated. Whether it's helping someone save for their child's education, plan for retirement, or navigate a complex financial situation, knowing that I played a part in their journey towards financial security and accomplishing their dreams is incredibly fulfilling to me.
The inspiration behind starting my own business as a financial advisor was driven by two main factors: the desire for full control and accountability, and the passion for providing exceptional service to my clients. By having my own business, I can take complete ownership of my work and decisions, allowing me to operate with the flexibility and autonomy needed to best serve my clients' interests. This sense of control empowers me to tailor personalized strategies that align with their unique circumstances, goals, and aspirations.
Clients should choose us as their financial advisors because of our extensive experience in the field and our unwavering commitment to prioritizing their needs. With years of successfully navigating diverse financial scenarios, we bring deep knowledge and expertise to the table. What sets us apart is our genuine dedication to our clients' well-being and their pursuit of a fulfilling life. We take the time to understand their goals, values, and concerns, and then craft personalized strategies to help them achieve financial success. Our client-centric approach, coupled with our commitment to ongoing support and education, ensures that clients have the tools and guidance they need to confidently navigate their financial journey and make informed decisions. With us, clients gain a trusted partner who combines experience, personalized service, and a genuine passion for helping them live their best financial lives.
4.96/5.00
based on 215 reviews
The average rating for Bark Financial Advisors in Melbourne is 4.96, based on 215 reviews.
