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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). 228 are ranked here by adjusted rating.

Ranked
228
Median rating
5.0
Reviews behind the list
8,741
Open Saturday
14 of 219

The ranked list

  1. Rank 1.

    Index Wealth

    Melbourne

    5.0 from 683 reviews Adjusted 4.99

  2. Rank 2.

    360 Financial Strategists

    Camberwell

    5.0 from 443 reviews Adjusted 4.98

  3. Rank 3.

    Thriving Wealth

    Niddrie

    5.0 from 254 reviews Adjusted 4.96

  4. Rank 4.

    Verse Wealth

    Melbourne

    5.0 from 243 reviews Adjusted 4.96

    Open Saturday

  5. Rank 5.

    Forward Path Advisory

    Melbourne

    5.0 from 195 reviews Adjusted 4.96

  6. Rank 6.

    CCA Financial Planners

    Docklands

    5.0 from 194 reviews Adjusted 4.96

    Open 7 days

  7. Rank 7.

    GFM Wealth Advisory

    Hawthorn East

    5.0 from 190 reviews Adjusted 4.95

  8. Rank 8.

    Trading Game Pty Ltd

    Hawthorn East

    5.0 from 166 reviews Adjusted 4.95

  9. Rank 9.

    Financial Foundations Australia

    Camberwell

    5.0 from 147 reviews Adjusted 4.94

  10. Rank 10.

    Ziku Capital

    Dingley Village

    5.0 from 108 reviews Adjusted 4.93

    Open 7 days

  11. Rank 11.

    YV Financial Services

    Healesville

    5.0 from 103 reviews Adjusted 4.92

  12. Rank 12.

    Stronghold Advice

    Melbourne

    5.0 from 102 reviews Adjusted 4.92

  13. Rank 13.

    MW Group

    Richmond

    5.0 from 95 reviews Adjusted 4.92

  14. Rank 14.

    MCG Advisory

    Camberwell

    5.0 from 93 reviews Adjusted 4.92

  15. Rank 15.

    Entire Financial Services

    Clayton

    5.0 from 82 reviews Adjusted 4.91

  16. Rank 16.

    Bensons Wealth

    South Yarra

    5.0 from 79 reviews Adjusted 4.91

  17. Rank 17.

    Planet Wealth

    Glen Waverley

    5.0 from 77 reviews Adjusted 4.91

  18. Rank 18.

    Live Financial Planning

    Mornington

    5.0 from 72 reviews Adjusted 4.90

  19. Rank 19.

    Lending "R" Us Finance

    Werribee

    5.0 from 71 reviews Adjusted 4.90

  20. Rank 20.

    Your Wealth Journey

    Bundoora

    5.0 from 71 reviews Adjusted 4.90

  21. Rank 21.

    NeoWealth Management

    Hawthorn

    5.0 from 66 reviews Adjusted 4.89

  22. Rank 22.

    Point 8 Wealth

    Narre Warren

    5.0 from 65 reviews Adjusted 4.89

    Open Saturday

  23. Rank 23.

    SuperChoice Financial Planning

    Altona North

    5.0 from 65 reviews Adjusted 4.89

    Open Saturday

  24. Rank 24.

    Verity Wealth Solutions

    Edithvale

    5.0 from 65 reviews Adjusted 4.89

  25. Rank 25.

    Rising Tide Financial Services

    Melbourne

    4.9 from 550 reviews Adjusted 4.89

  26. Rank 26.

    Multiply Wealth Management

    Malvern

    5.0 from 58 reviews Adjusted 4.88

  27. Rank 27.

    Northeast Wealth

    Chadstone

    5.0 from 57 reviews Adjusted 4.88

    Open Saturday

  28. Rank 28.

    Wealthly Advice

    Moonee Ponds

    5.0 from 56 reviews Adjusted 4.88

  29. Rank 29.

    Link Wealth Advice

    Kew East

    4.9 from 339 reviews Adjusted 4.88

  30. Rank 30.

    Partners Wealth Group

    Melbourne

    4.9 from 304 reviews Adjusted 4.88

  31. Rank 31.

    Committed Financial Planning

    Mitcham

    5.0 from 53 reviews Adjusted 4.88

  32. Rank 32.

    Source Wealth Financial Planning

    Chadstone

    5.0 from 53 reviews Adjusted 4.88

  33. Rank 33.

    Point B Planning

    Yarraville

    5.0 from 52 reviews Adjusted 4.88

  34. Rank 34.

    KGB Financial Planning Pty Ltd

    Caroline Springs

    5.0 from 51 reviews Adjusted 4.88

  35. Rank 35.

    Oakwood Wealth Management Pty Ltd

    Chadstone

    5.0 from 51 reviews Adjusted 4.88

    Open Saturday

  36. Rank 36.

    My Family Finance

    Point Cook

    5.0 from 48 reviews Adjusted 4.87

  37. Rank 37.

    Tribeca Financial

    Hawthorn

    4.9 from 172 reviews Adjusted 4.87

  38. Rank 38.

    Required Financial Services

    Albert Park

    5.0 from 43 reviews Adjusted 4.86

  39. Rank 39.

    Precision Financial

    Hawthorn

    5.0 from 42 reviews Adjusted 4.86

  40. Rank 40.

    Whitehead Financial

    Bundoora

    5.0 from 41 reviews Adjusted 4.86

    Open 7 days

  41. Rank 41.

    Wealth Investors

    Melbourne

    5.0 from 37 reviews Adjusted 4.85

  42. Rank 42.

    Nathan Fradley Independent Financial Advice

    Wantirna South

    5.0 from 36 reviews Adjusted 4.85

  43. Rank 43.

    Intune Financial Services

    Melbourne

    5.0 from 35 reviews Adjusted 4.84

  44. Rank 44.

    Australia Wide Financial Planning

    Melbourne

    5.0 from 32 reviews Adjusted 4.84

  45. Rank 45.

    Green Street Wealth

    Hawthorn

    5.0 from 32 reviews Adjusted 4.84

  46. Rank 46.

    Joe Vitale Financial Services Pty Ltd

    Melbourne

    5.0 from 32 reviews Adjusted 4.84

  47. Rank 47.

    Invest National

    Wheelers Hill

    4.9 from 77 reviews Adjusted 4.83

  48. Rank 48.

    Lane Financial

    The Basin

    4.9 from 73 reviews Adjusted 4.83

  49. Rank 49.

    Progressive Financial Solutions

    Bundoora

    5.0 from 30 reviews Adjusted 4.83

  50. Rank 50.

    Elite Insurance & Financial Planning

    Murrumbeena

    5.0 from 29 reviews Adjusted 4.83

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 RightForMe. How the ranking works.