Finding the right financial consultant in Melbourne can make all the difference when it comes to managing your finances effectively, planning for the future, or navigating complex financial decisions. Whether you’re an individual looking to optimize your personal finances or a business seeking expert advice, our guide to the 7 Best Financial Consultants in Melbourne will help you identify the services, key considerations, and price ranges to make an informed choice. Financial consultants offer a wide range of services, and understanding what they can provide is essential to achieving your financial goals.
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Number of companies
697
Verified reviews
4,97
Average rating
1. Yarra Lane Group
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5,0/5
Level 5/607 St Kilda Rd, 3004, Melbourne
- Financial planner
- Bookkeeping service
- Conveyancer
- Accountant
- Insurance broker
- Legal services
- Mortgage broker
Why we chose them
Yarra Lane Group stands out for its commitment to simplifying financial services by offering a comprehensive suite of expertise under one roof. With services ranging from financial planning, bookkeeping, and accounting to conveyancing, insurance brokerage, legal services, and mortgage brokering, the company provides clients with a seamless, all-encompassing approach to managing their financial and legal needs. Their mission is to empower individuals to achieve their goals and live their best lives by delivering expert advice in a way that is clear, accessible, and easy to understand.
Renowned for its client-first philosophy, the company has built a reputation for trustworthy guidance and long-term relationships. By combining the expertise of highly skilled professionals, they ensure a holistic approach to navigating life’s financial journey. Whether it’s simplifying tax and accounting processes, offering tailored wealth advice, or providing strategic legal and mortgage solutions, Yarra Lane focuses on delivering life-changing insights and services. Their dedication to clarity, simplicity, and relationship-building makes them a trusted partner across all life stages.
2. Forward Path Advisory
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5,0/5
Level 3/257 Collins St, 3000, Melbourne
- Financial consultant
- Financial planner
- Legal services
Why we chose them
Forward Path Advisory stands out as a trusted financial consultancy specializing in financial planning, retirement strategies, and wealth management. With over 27 years of experience, their team of Certified Financial Planner™ professionals and legal experts is dedicated to helping individuals, families, and businesses navigate complex financial landscapes with tailored solutions. Their expertise in Self Managed Super Fund (SMSF) consulting and business succession planning ensures clients gain greater control over their investments and achieve seamless transitions in ownership or management. Rooted in a client-centric philosophy, they prioritize ethical practices, proactive risk management, and education to empower clients in making informed financial decisions.
Recognized for their personalized approach, the firm offers comprehensive support in areas such as retirement income planning and essential legal services, including estate planning and drafting wills. Their commitment to simplifying the financial journey while delivering high-quality advice has earned them a reputation for trustworthiness and professionalism. Clients value their down-to-earth approach, where the focus is on individual needs rather than pushing financial products. By offering clarity and confidence in navigating life’s pivotal financial moments, Forward Path Advisory helps clients secure a prosperous future and achieve their financial aspirations.
3. Independent Wealth Partners
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4,9/5
16/530 Collins St, 3000, Melbourne
- Financial consultant
- Accounting firm
- Investment service
- Tax consultant
Why we chose them
Independent Wealth Partners stands out as a truly independent financial advisory firm in Victoria, dedicated to helping clients achieve their lifestyle and financial goals. Their unique, purpose-driven approach ensures that every financial strategy is aligned with what matters most to their clients, offering clarity, control, and freedom. With no commissions or kickbacks, they provide 100% independent advice, making them a trusted partner in financial planning, capital management, and tax consulting. Their team of experts integrates all aspects of wealth management, from investments and business consulting to legacy planning, creating a holistic financial strategy tailored to each client’s needs.
The firm offers a comprehensive suite of services, including financial consulting, accounting, investment services, and tax advice. They specialize in empowering individuals and businesses to navigate change, unlock growth, and build meaningful legacies. With a strong focus on philanthropy and tax-efficient giving, their expertise extends to establishing foundations that reflect their clients’ values. Whether it’s planning for retirement, managing institutional-grade portfolios, or guiding small and medium businesses, their personalized and evidence-based approach ensures long-term success. At the heart of their mission is a commitment to aligning wealth with purpose, making them a standout choice for those seeking independent financial guidance.
4. Shadforth Financial Group
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5,0/5
Level 7/161 Collins St, 3000, Melbourne
- Financial planner
- Estate planning attorney
- Financial consultant
- Financial institution
- Insurance agency
- Investment service
- Life insurance agency
Why we chose them
Shadforth Financial Group stands out as a premier financial advice business with a century-long legacy of helping Australians achieve financial independence and meet their lifestyle goals. Recognized for its award-winning services and expert team, the company employs evidence-based investment principles, leveraging cutting-edge research and technology to create diversified portfolios tailored to individual needs. With a commitment to managing risk and fees, Shadforth partners with Australian and global experts, ensuring its solutions remain competitively priced and aligned with the highest fiduciary standards.
Offering a comprehensive suite of services, including financial planning, estate planning, investment strategy, insurance, and retirement planning, Shadforth caters to both personal and business clients. Their holistic approach to wealth management extends to legacy planning, superannuation, and executive advice for business owners. As one of only seven firms in Australia with international fiduciary certification, Shadforth guarantees advice of the highest caliber, ensuring trust and transparency in every interaction. Their mission to make a meaningful difference in their clients’ lives is reflected in their tailored strategies and long-term client relationships.
5. Akambo Financial Group
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4,9/5
level 9/90 Collins St, 3000, Melbourne
- Financial planner
Why we chose them
Akambo Financial Group stands out in the wealth management industry for its commitment to delivering exceptional client-focused services. Established in 2007 by three forward-thinking colleagues, the company set out to redefine wealth management by offering ‘best of breed’ products and services tailored to individual needs. With expertise spanning investments, licensing, lending, legal, and insurance, they provide a comprehensive suite of financial planning solutions. Their award-winning investment team and experienced advisors ensure that clients receive first-class service backed by deep industry knowledge and over 20 years of combined experience in financial services.
Clients of this innovative firm benefit from a wide range of resources, including insightful market news and expertly curated articles through their “Akambo Insights” platform, helping them stay informed about market trends and financial developments. The team’s passion for excellence is evident in their dedication to prioritizing client interests and offering easy-to-use tools for managing investments. By fostering partnerships and maintaining the highest industry standards, the group has successfully positioned itself as a trusted name in wealth management. Their dynamic approach makes them a valuable addition to our company directory.
6. Fortune Wealth Creation Group
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5,0/5
Level 13/200 Queen St, 3000, Melbourne
- Financial planner
- Investment company
- Investment service
- Life insurance agency
- Property investment company
- Superannuation consultant
Why we chose them
Fortune Wealth Creation Group is a distinguished boutique financial planning firm specializing in a wide array of financial services designed to cater to diverse client needs. With expertise in investment planning, superannuation and retirement planning, personal insurance, tax planning, budgeting and cash flow, and estate planning, the firm offers comprehensive solutions to ensure financial security and growth. Notably, the company operates independently, unaligned with large banks or institutions, providing unbiased advice that prioritizes client interests. This commitment to ethical practices is further reflected in its fee-for-service fixed-cost pricing model, eliminating conflicts of interest and ensuring transparency in all financial dealings.
Founded by Rashesh Bhavsar, a multi-award-winning finance and investment advisor, the firm has earned consistent recognition over the past 11 years, including the prestigious Word of Mouth Service Award. Rashesh’s approach combines professionalism, expertise, and a genuine personal touch, as highlighted by numerous glowing testimonials from satisfied clients. From guiding families in setting financial foundations to assisting with property investments, his tailored strategies have positively transformed lives and helped clients achieve their financial goals. The firm’s dedication to excellence and ethical practices has made it a trusted partner for individuals seeking reliable, long-term financial guidance.
7. Cruz
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5,0/5
L35/477 Collins St, 3000, Melbourne
- Financial planner
Why we chose them
Cruz specializes in providing tailored financial planning services designed to empower affluent families in managing their wealth and legacy. Their offerings include strategic financial planning, family office management, business insurance, and an automated money planner, ensuring a cohesive approach to both private and business finances. With a team of dedicated professionals, Cruz emphasizes clarity, confidence, and control, helping clients strategically grow their wealth, protect their assets, and set up legacies that span generations. Their holistic approach combines expertise in tax, legal, and consultancy services, delivering personalized strategies that align with each family’s values and long-term goals.
Known for their exceptional client service and proven track record, Cruz has earned the trust of families across Australia by simplifying complex financial matters and delivering expert advice on portfolio construction, superannuation, SMSF, and life insurance. Their personalized approach ensures clients feel empowered to make informed decisions, whether planning for retirement or reducing business risks. By working collaboratively as one cohesive team, Cruz allows clients to reclaim their time and focus on enjoying their wealth while their financial future is managed with care and precision.
