Melbourne, Victoria · October 2026 figures
Compare the top 10 financial planning businesses in Melbourne, VIC
Index Wealth has both the most reviews and the highest average (5.0 from 683 reviews). CCA Financial Planners lists the most opening hours (84 a week).
| Rank | Business | Rating | Reviews | Rating floor | Days open | Saturday | Sunday | Open late | Phone | Website |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Index WealthMelbourne | 5.0 | 683 | Floor 4.94 | 5 | No | No | No | not listed | indexwealth.com.au |
| 2 | 360 Financial StrategistsCamberwell | 5.0 | 443 | Floor 4.92 | 5 | No | No | No | (03) 9427 0855 | 360fs.com.au |
| 3 | Thriving WealthNiddrie | 5.0 | 254 | Floor 4.90 | 5 | No | No | No | 1300 158 718 | thrivingwealth.com.au |
| 4 | Verse WealthMelbourne | 5.0 | 243 | Floor 4.89 | 6 | Yes | No | No | not listed | versewealth.com.au |
| 5 | Forward Path AdvisoryMelbourne | 5.0 | 195 | Floor 4.88 | 5 | No | No | No | (03) 9566 7258 | forwardpathadvisory.com.au |
| 6 | CCA Financial PlannersDocklands | 5.0 | 194 | Floor 4.88 | 7 | Yes | Yes | No | (03) 8651 6555 | ccafp.com.au |
| 7 | GFM Wealth AdvisoryHawthorn East | 5.0 | 190 | Floor 4.88 | 5 | No | No | No | (03) 9809 1221 | gfmwealth.com.au |
| 8 | Trading Game Pty LtdHawthorn East | 5.0 | 166 | Floor 4.87 | 5 | No | No | No | 1800 784 426 | tradinggame.com.au |
| 9 | Financial Foundations AustraliaCamberwell | 5.0 | 147 | Floor 4.86 | 5 | No | No | No | (03) 9793 3722 | financialfoundations.com.au |
| 10 | Ziku CapitalDingley Village | 5.0 | 108 | Floor 4.84 | 7 | Yes | Yes | No | (03) 9853 4637 | zikucapital.com.au |
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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.