Find a Financial Advisor in Victoria

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.

Dumont Wealth provides holistic financial advice to individuals, couples and businesses. We have the financial planning expertise to meet your goals and needs. We are driven to provide access to quality and transparent financial advice.

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.

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.

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

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.

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.

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.

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.

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.

Ready for a radically different approach to property strategies, property investing, negotiating and home buying? Whether you're a first home buyer, a savvy property investor or anything in between, we're all about getting exceptional results.

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.

South Yarra Financial Services aims to secure a comfortable future for you and your family. The SYFS advantage is our ability to provide a holistic financial service, proactive, personalised service and professional advice in all areas of financial planning. Our professionals focus on our clients obtaining control and ensuring they are financially organised. Take advantage of our complimentary 90 minute ‘Discovery Meeting’ to find out how our services can make a difference to you.

Torro Financial specialise in many aspects of finance and investment. From first home buyers to experienced investors, we have a solution for you. We have helped hundreds of Australians invest in property all over the country with special expertise in; - Self Managed Super Funds - Cashflow Positive Investments - Dual income Property Investments - NDIS Property - Specialised tax - effective finance structures

The Hopkins Group was founded in 1980 and initially started out as one of the first property investment advisory groups in Australia. Nearly 40 years on and the landscape has changed dramatically. We have significantly expanded our service offering, responding to the financial needs and circumstances of our clients by bringing everything they need in-house. Our aim has always been to provide a holistic solution where our clients can find all the financial services they need under one roof.

We are a financial services company dedicated to provide a single point of contact for all your financial affairs. We have over 15 years of experience and have Mortgage Brokers, Financial Planners and Accountants within the company to assist you in various ways. Our Mortgage Brokers will assist you with your Home & investment Loans, Motor Vehicle Loans and other financial assistance you require.

Over 25 years experience in Financial Services. Expert and Professional Services in: Superannuation, Centerlink, Retirement Planning, Life Insurance, Investments and Aged Care Other languages spoken Macedonian, Croatian and Serbian.

Morgans Melbourne office is comprised of a team of stockbrokers and financial planning professionals offering a comprehensive range of financial advice, incorporating stockbroking, financial planning, fixed interest, superannuation, insurance, estate planning, margin lending and SMSF advice. We pride ourselves on offering clients professional and objective financial advice, as well as access to new IPO's and other corporate opportunities.