Browse the Top 11 Financial Advisers Serving Melbourne, VIC

Keep Wealth Partners is a privately owned Melbourne-based financial advisory firm offering tailored wealth management, SMSF advice, and investment strategies. We help clients navigate financial decisions across life stages, from career beginnings to retirement planning. Our independent, commission-free approach ensures advice aligned with client interests, supported by over 20 years of industry experience.

Peak Asset Management is a Melbourne-based investment firm connecting private and institutional investors with exclusive corporate opportunities. We specialise in rigorous due diligence, co-investment strategies, and capital raising across pre-IPO, IPO, and placement offerings. Our expertise extends to ESG advisory and global market expansion, ensuring aligned interests through personal investment in every deal we recommend.

Lanteri Partners Group provides comprehensive financial planning and wealth management solutions for individuals and businesses. Our services include strategic investment advice, retirement planning, tax optimisation, and property investment guidance. We deliver tailored financial strategies that align with client goals, leveraging over three decades of industry expertise.

SIRA Group is a Melbourne-based financial services provider specialising in portfolio management, SMSF advisory, and dealer services. Established in 2005, we offer tailored investment solutions and compliance-focused superannuation strategies to individuals and professionals. Our independent, boutique model empowers clients with full control over their financial decisions.

Brillo Wealth Management provides holistic financial planning services in Hawthorn, specialising in wealth creation and protection strategies. Our firm integrates cashflow management, superannuation solutions, and investment advice to develop tailored financial roadmaps. We focus on long-term client partnerships to achieve sustainable financial outcomes.

LifeTime Financial Group is a Melbourne-based financial planning firm offering independent, client-focused advice. We specialise in tailored strategies for retirement, superannuation, and investment management. Our accredited planners prioritise transparency, ongoing support, and long-term financial security for individuals and families.

AssetPlan Financial Services provides personalised financial planning and investment strategies to help clients achieve their long-term goals. Established in 2000, our Melbourne-based team specialises in wealth management, superannuation advice, and holistic financial coaching. We combine technical expertise with collaborative client relationships to deliver tailored solutions.

PP&E Valuations Pty Ltd provides expert property, plant, and equipment valuation services for insurance, financial reporting, and asset management. Our team of certified valuers delivers consistent, standards-compliant assessments across Australia and internationally. With a focus on technical excellence and client-centric solutions, we support corporate and government clients in achieving accurate asset valuations.

Capital Properties specialises in property investment education and guidance for Australian Defence Force members. We help military personnel leverage their income to build wealth through real estate. Our services combine financial literacy training with practical investment strategies tailored to Defence lifestyles.

Gavin Ross provides independent portfolio management services for high net worth investors, specialising in Australian stock market portfolios. Founded in 1990, we apply Warren Buffett's value investing principles to deliver superior performance through direct stock ownership. Our transparent fee structure and boutique service prioritise client security and tailored financial strategies.

Winston Turner is a Melbourne-based financial planning firm offering customised wealth management solutions. We specialise in retirement planning, risk insurance, and self-managed superannuation funds, combining technical expertise with personalised service. Our certified advisers help clients at every life stage achieve financial security through transparent, goal-focused strategies.