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Melbourne, Victoria · October 2026 figures

Best financial planning businesses in Melbourne, VIC

The highest-ranked financial planning businesses in Melbourne, VIC are Index Wealth (5.0 from 683 reviews), 360 Financial Strategists (5.0 from 443 reviews) and Thriving Wealth (5.0 from 254 reviews). 187 are ranked here by rating floor.

Ranked
187
Median rating
5.0
Reviews behind the list
8,602
Open Saturday
13 of 181

The ranked list

  1. 1

    Index Wealth

    Melbourne

    5.0 from 683 reviews Floor 4.94

  2. 2

    360 Financial Strategists

    Camberwell

    5.0 from 443 reviews Floor 4.92

  3. 3

    Thriving Wealth

    Niddrie

    5.0 from 254 reviews Floor 4.90

  4. 4

    Verse Wealth

    Melbourne

    5.0 from 243 reviews Floor 4.89

    Open Saturday

  5. 5

    Forward Path Advisory

    Melbourne

    5.0 from 195 reviews Floor 4.88

  6. 6

    CCA Financial Planners

    Docklands

    5.0 from 194 reviews Floor 4.88

    Open 7 days

  7. 7

    GFM Wealth Advisory

    Hawthorn East

    5.0 from 190 reviews Floor 4.88

  8. 8

    Trading Game Pty Ltd

    Hawthorn East

    5.0 from 166 reviews Floor 4.87

  9. 9

    Financial Foundations Australia

    Camberwell

    5.0 from 147 reviews Floor 4.86

  10. 10

    Ziku Capital

    Dingley Village

    5.0 from 108 reviews Floor 4.84

    Open 7 days

  11. 11

    YV Financial Services

    Healesville

    5.0 from 103 reviews Floor 4.84

  12. 12

    Stronghold Advice

    Melbourne

    5.0 from 102 reviews Floor 4.84

  13. 13

    MW Group

    Richmond

    5.0 from 95 reviews Floor 4.83

  14. 14

    Rising Tide Financial Services

    Melbourne

    4.9 from 550 reviews Floor 4.83

  15. 15

    MCG Advisory

    Camberwell

    5.0 from 93 reviews Floor 4.83

  16. 16

    Entire Financial Services

    Clayton

    5.0 from 82 reviews Floor 4.82

  17. 17

    Bensons Wealth

    South Yarra

    5.0 from 79 reviews Floor 4.82

  18. 18

    Planet Wealth

    Glen Waverley

    5.0 from 77 reviews Floor 4.81

  19. 19

    Link Wealth Advice

    Kew East

    4.9 from 339 reviews Floor 4.81

  20. 20

    Partners Wealth Group

    Melbourne

    4.9 from 304 reviews Floor 4.81

  21. 21

    Live Financial Planning

    Mornington

    5.0 from 72 reviews Floor 4.81

  22. 22

    Lending "R" Us Finance

    Werribee

    5.0 from 71 reviews Floor 4.80

  23. 23

    Your Wealth Journey

    Bundoora

    5.0 from 71 reviews Floor 4.80

  24. 24

    NeoWealth Management

    Hawthorn

    5.0 from 66 reviews Floor 4.80

  25. 25

    Point 8 Wealth

    Narre Warren

    5.0 from 65 reviews Floor 4.80

    Open Saturday

  26. 26

    SuperChoice Financial Planning

    Altona North

    5.0 from 65 reviews Floor 4.80

    Open Saturday

  27. 27

    Verity Wealth Solutions

    Edithvale

    5.0 from 65 reviews Floor 4.80

  28. 28

    Multiply Wealth Management

    Malvern

    5.0 from 58 reviews Floor 4.78

  29. 29

    Northeast Wealth

    Chadstone

    5.0 from 57 reviews Floor 4.78

    Open Saturday

  30. 30

    Wealthly Advice

    Moonee Ponds

    5.0 from 56 reviews Floor 4.78

  31. 31

    Tribeca Financial

    Hawthorn

    4.9 from 172 reviews Floor 4.78

  32. 32

    Committed Financial Planning

    Mitcham

    5.0 from 53 reviews Floor 4.77

  33. 33

    Source Wealth Financial Planning

    Chadstone

    5.0 from 53 reviews Floor 4.77

  34. 34

    Point B Planning

    Yarraville

    5.0 from 52 reviews Floor 4.77

  35. 35

    KGB Financial Planning Pty Ltd

    Caroline Springs

    5.0 from 51 reviews Floor 4.77

  36. 36

    Oakwood Wealth Management Pty Ltd

    Chadstone

    5.0 from 51 reviews Floor 4.77

    Open Saturday

  37. 37

    My Family Finance

    Point Cook

    5.0 from 48 reviews Floor 4.76

  38. 38

    Required Financial Services

    Albert Park

    5.0 from 43 reviews Floor 4.75

  39. 39

    Precision Financial

    Hawthorn

    5.0 from 42 reviews Floor 4.75

  40. 40

    Whitehead Financial

    Bundoora

    5.0 from 41 reviews Floor 4.74

    Open 7 days

  41. 41

    Wealth Investors

    Melbourne

    5.0 from 37 reviews Floor 4.73

  42. 42

    Nathan Fradley Independent Financial Advice

    Wantirna South

    5.0 from 36 reviews Floor 4.73

  43. 43

    Intune Financial Services

    Melbourne

    5.0 from 35 reviews Floor 4.72

  44. 44

    Invest National

    Wheelers Hill

    4.9 from 77 reviews Floor 4.71

  45. 45

    Australia Wide Financial Planning

    Melbourne

    5.0 from 32 reviews Floor 4.71

  46. 46

    Green Street Wealth

    Hawthorn

    5.0 from 32 reviews Floor 4.71

  47. 47

    Joe Vitale Financial Services Pty Ltd

    Melbourne

    5.0 from 32 reviews Floor 4.71

  48. 48

    Lane Financial

    The Basin

    4.9 from 73 reviews Floor 4.71

  49. 49

    Progressive Financial Solutions

    Bundoora

    5.0 from 30 reviews Floor 4.70

  50. 50

    Elite Insurance & Financial Planning

    Murrumbeena

    5.0 from 29 reviews Floor 4.70

More in Melbourne

Financial Planning Businesses elsewhere in Victoria

Ratings and review counts are Google's, as listed in October 2026. Phone numbers, websites and opening hours are the ones each business lists. Nothing here is paid for or verified by Calso. How the ranking works.