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Victoria · October 2026 figures

Best financial planning businesses in Victoria

The top-ranked financial planning businesses in Victoria are Index Wealth in Melbourne (5.0 from 683 reviews), 360 Financial Strategists in Camberwell, Melbourne (5.0 from 443 reviews) and Thriving Wealth in Niddrie, Melbourne (5.0 from 254 reviews). 211 are ranked across 4 cities and towns in VIC.

Ranked in VIC
211
Median rating
5.0
Reviews behind them
9,267
Open Saturday
13 of 205

The 50 best financial planning businesses in Victoria

  1. Rank 1.

    Index Wealth

    Melbourne

    5.0 683 reviews Proven 4.97

  2. Rank 2.

    360 Financial Strategists

    Camberwell, Melbourne

    5.0 443 reviews Proven 4.96

  3. Rank 3.

    Thriving Wealth

    Niddrie, Melbourne

    5.0 254 reviews Proven 4.93

  4. Rank 4.

    Verse Wealth

    Melbourne

    5.0 243 reviews Proven 4.92

    Open Saturday

  5. Rank 5.

    Forward Path Advisory

    Melbourne

    5.0 195 reviews Proven 4.91

  6. Rank 6.

    CCA Financial Planners

    Docklands, Melbourne

    5.0 194 reviews Proven 4.91

    Open 7 days

  7. Rank 7.

    GFM Wealth Advisory

    Hawthorn East, Melbourne

    5.0 190 reviews Proven 4.91

  8. Rank 8.

    Trading Game Pty Ltd

    Hawthorn East, Melbourne

    5.0 166 reviews Proven 4.89

  9. Rank 9.

    Financial Foundations Australia

    Camberwell, Melbourne

    5.0 147 reviews Proven 4.88

  10. Rank 10.

    Rising Tide Financial Services

    Melbourne

    4.9 550 reviews Proven 4.87

  11. Rank 11.

    Link Wealth Advice

    Kew East, Melbourne

    4.9 339 reviews Proven 4.85

  12. Rank 12.

    Partners Wealth Group

    Melbourne

    4.9 304 reviews Proven 4.84

  13. Rank 13.

    Ziku Capital

    Dingley Village, Melbourne

    5.0 108 reviews Proven 4.84

    Open 7 days

  14. Rank 14.

    YV Financial Services

    Healesville, Melbourne

    5.0 103 reviews Proven 4.84

  15. Rank 15.

    Stronghold Advice

    Melbourne

    5.0 102 reviews Proven 4.84

  16. Rank 16.

    MW Group

    Richmond, Melbourne

    5.0 95 reviews Proven 4.83

  17. Rank 17.

    MCG Advisory

    Camberwell, Melbourne

    5.0 93 reviews Proven 4.82

  18. Rank 18.

    Tribeca Financial

    Hawthorn, Melbourne

    4.9 172 reviews Proven 4.81

  19. Rank 19.

    Entire Financial Services

    Clayton, Melbourne

    5.0 82 reviews Proven 4.80

  20. Rank 20.

    Bensons Wealth

    South Yarra, Melbourne

    5.0 79 reviews Proven 4.80

  21. Rank 21.

    Apex Advice

    Manifold Heights, Geelong

    5.0 77 reviews Proven 4.79

  22. Rank 22.

    Index Wealth - Geelong

    Geelong

    5.0 77 reviews Proven 4.79

  23. Rank 23.

    Planet Wealth

    Glen Waverley, Melbourne

    5.0 77 reviews Proven 4.79

  24. Rank 24.

    EJM Advice

    Geelong

    4.9 143 reviews Proven 4.79

  25. Rank 25.

    Live Financial Planning

    Mornington, Melbourne

    5.0 72 reviews Proven 4.78

  26. Rank 26.

    Lending "R" Us Finance

    Werribee, Melbourne

    5.0 71 reviews Proven 4.78

  27. Rank 27.

    Your Wealth Journey

    Bundoora, Melbourne

    5.0 71 reviews Proven 4.78

  28. Rank 28.

    NeoWealth Management

    Hawthorn, Melbourne

    5.0 66 reviews Proven 4.77

  29. Rank 29.

    MAC Financial

    Newtown, Geelong

    5.0 65 reviews Proven 4.76

  30. Rank 30.

    Point 8 Wealth

    Narre Warren, Melbourne

    5.0 65 reviews Proven 4.76

    Open Saturday

  31. Rank 31.

    SuperChoice Financial Planning

    Altona North, Melbourne

    5.0 65 reviews Proven 4.76

    Open Saturday

  32. Rank 32.

    Verity Wealth Solutions

    Edithvale, Melbourne

    5.0 65 reviews Proven 4.76

  33. Rank 33.

    Multiply Wealth Management

    Malvern, Melbourne

    5.0 58 reviews Proven 4.74

  34. Rank 34.

    Northeast Wealth

    Chadstone, Melbourne

    5.0 57 reviews Proven 4.74

    Open Saturday

  35. Rank 35.

    Wealthly Advice

    Moonee Ponds, Melbourne

    5.0 56 reviews Proven 4.74

  36. Rank 36.

    Committed Financial Planning

    Mitcham, Melbourne

    5.0 53 reviews Proven 4.73

  37. Rank 37.

    Source Wealth Financial Planning

    Chadstone, Melbourne

    5.0 53 reviews Proven 4.73

  38. Rank 38.

    Point B Planning

    Yarraville, Melbourne

    5.0 52 reviews Proven 4.72

  39. Rank 39.

    KGB Financial Planning Pty Ltd

    Caroline Springs, Melbourne

    5.0 51 reviews Proven 4.72

  40. Rank 40.

    Oakwood Wealth Management Pty Ltd

    Chadstone, Melbourne

    5.0 51 reviews Proven 4.72

    Open Saturday

  41. Rank 41.

    Invest National

    Wheelers Hill, Melbourne

    4.9 77 reviews Proven 4.71

  42. Rank 42.

    Lane Financial

    The Basin, Melbourne

    4.9 73 reviews Proven 4.71

  43. Rank 43.

    My Family Finance

    Point Cook, Melbourne

    5.0 48 reviews Proven 4.71

  44. Rank 44.

    Required Financial Services

    Albert Park, Melbourne

    5.0 43 reviews Proven 4.68

  45. Rank 45.

    Muirfield Financial Services Geelong

    Newtown, Geelong

    5.0 42 reviews Proven 4.68

  46. Rank 46.

    Precision Financial

    Hawthorn, Melbourne

    5.0 42 reviews Proven 4.68

  47. Rank 47.

    Whitehead Financial

    Bundoora, Melbourne

    5.0 41 reviews Proven 4.67

    Open 7 days

  48. Rank 48.

    Wealthlab

    Melbourne

    4.9 57 reviews Proven 4.67

  49. Rank 49.

    Blue Financial Ballarat

    Ballarat Central, Ballarat

    4.9 56 reviews Proven 4.66

  50. Rank 50.

    Moneyplan Australia

    Essendon North, Melbourne

    4.9 55 reviews Proven 4.66

The best 50 of 211. Every business is on its own city's list below.

Financial Planning Businesses at a glance

  • 211 financial planning businesses in Victoria are ranked here, with 9,267 Google reviews between them and a median rating of 5.0.
  • 96% list a website and 96% a phone number on Google.
  • 13 of the 205 that list opening hours open on Saturday, and 3 on Sunday.
  • Index Wealth in Melbourne has the most Google reviews (683), averaging 5.0.

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Questions

Who are the best financial planning businesses in Victoria?

The top-ranked financial planning businesses in Victoria are Index Wealth (5.0 from 683 reviews), 360 Financial Strategists (5.0 from 443 reviews) and Thriving Wealth (5.0 from 254 reviews). Each is ranked by proven rating, its Google rating weighted by the number of reviews behind it.

How many financial planning businesses are there in Victoria?

The Agentize Directory ranks 211 financial planning businesses in Victoria, each with a Google rating from at least five reviews. Their median rating is 5.0, from 9,267 reviews in all.

Which financial planning businesses in Victoria are open on weekends?

3 of the 205 that list hours on Google open on both Saturday and Sunday. The highest ranked of them are CCA Financial Planners, Ziku Capital and Whitehead Financial.

Which financial planning business in Victoria has the most reviews?

Index Wealth has the most Google reviews of any financial planning business ranked in Victoria: 683, averaging 5.0.

How is this list of financial planning businesses ranked?

Every list is ranked by proven rating: a business's Google rating weighted by the reviews behind it, so a perfect score from five reviews cannot outrank a near-perfect one from five hundred. No business pays to be listed or to move up. How the ranking works.

Ratings and review counts are Google's, as listed in October 2026. Phone numbers, websites and opening hours are the ones each business lists on Google. No business pays to be listed or to move up, and none is verified or endorsed by Agentize. How the ranking works.