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Melbourne, Victoria ยท October 2026 figures

Best financial planning businesses in Melbourne, VIC

The top-ranked financial planning businesses in Melbourne 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 proven rating.

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

The ranked list

  1. Rank 1.

    Index Wealth

    Melbourne

    5.0 683 reviews Proven 4.97

  2. Rank 2.

    360 Financial Strategists

    Camberwell

    5.0 443 reviews Proven 4.96

  3. Rank 3.

    Thriving Wealth

    Niddrie

    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

    5.0 194 reviews Proven 4.91

    Open 7 days

  7. Rank 7.

    GFM Wealth Advisory

    Hawthorn East

    5.0 190 reviews Proven 4.91

  8. Rank 8.

    Trading Game Pty Ltd

    Hawthorn East

    5.0 166 reviews Proven 4.89

  9. Rank 9.

    Financial Foundations Australia

    Camberwell

    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

    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

    5.0 108 reviews Proven 4.84

    Open 7 days

  14. Rank 14.

    YV Financial Services

    Healesville

    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

    5.0 95 reviews Proven 4.83

  17. Rank 17.

    MCG Advisory

    Camberwell

    5.0 93 reviews Proven 4.82

  18. Rank 18.

    Tribeca Financial

    Hawthorn

    4.9 172 reviews Proven 4.81

  19. Rank 19.

    Entire Financial Services

    Clayton

    5.0 82 reviews Proven 4.80

  20. Rank 20.

    Bensons Wealth

    South Yarra

    5.0 79 reviews Proven 4.80

  21. Rank 21.

    Planet Wealth

    Glen Waverley

    5.0 77 reviews Proven 4.79

  22. Rank 22.

    Live Financial Planning

    Mornington

    5.0 72 reviews Proven 4.78

  23. Rank 23.

    Lending "R" Us Finance

    Werribee

    5.0 71 reviews Proven 4.78

  24. Rank 24.

    Your Wealth Journey

    Bundoora

    5.0 71 reviews Proven 4.78

  25. Rank 25.

    NeoWealth Management

    Hawthorn

    5.0 66 reviews Proven 4.77

  26. Rank 26.

    Point 8 Wealth

    Narre Warren

    5.0 65 reviews Proven 4.76

    Open Saturday

  27. Rank 27.

    SuperChoice Financial Planning

    Altona North

    5.0 65 reviews Proven 4.76

    Open Saturday

  28. Rank 28.

    Verity Wealth Solutions

    Edithvale

    5.0 65 reviews Proven 4.76

  29. Rank 29.

    Multiply Wealth Management

    Malvern

    5.0 58 reviews Proven 4.74

  30. Rank 30.

    Northeast Wealth

    Chadstone

    5.0 57 reviews Proven 4.74

    Open Saturday

  31. Rank 31.

    Wealthly Advice

    Moonee Ponds

    5.0 56 reviews Proven 4.74

  32. Rank 32.

    Committed Financial Planning

    Mitcham

    5.0 53 reviews Proven 4.73

  33. Rank 33.

    Source Wealth Financial Planning

    Chadstone

    5.0 53 reviews Proven 4.73

  34. Rank 34.

    Point B Planning

    Yarraville

    5.0 52 reviews Proven 4.72

  35. Rank 35.

    KGB Financial Planning Pty Ltd

    Caroline Springs

    5.0 51 reviews Proven 4.72

  36. Rank 36.

    Oakwood Wealth Management Pty Ltd

    Chadstone

    5.0 51 reviews Proven 4.72

    Open Saturday

  37. Rank 37.

    Invest National

    Wheelers Hill

    4.9 77 reviews Proven 4.71

  38. Rank 38.

    Lane Financial

    The Basin

    4.9 73 reviews Proven 4.71

  39. Rank 39.

    My Family Finance

    Point Cook

    5.0 48 reviews Proven 4.71

  40. Rank 40.

    Required Financial Services

    Albert Park

    5.0 43 reviews Proven 4.68

  41. Rank 41.

    Precision Financial

    Hawthorn

    5.0 42 reviews Proven 4.68

  42. Rank 42.

    Whitehead Financial

    Bundoora

    5.0 41 reviews Proven 4.67

    Open 7 days

  43. Rank 43.

    Wealthlab

    Melbourne

    4.9 57 reviews Proven 4.67

  44. Rank 44.

    Moneyplan Australia

    Essendon North

    4.9 55 reviews Proven 4.66

  45. Rank 45.

    AGS Financial Group South Melbourne

    South Melbourne

    4.9 54 reviews Proven 4.66

  46. Rank 46.

    Rancie Financial

    Melbourne

    4.9 52 reviews Proven 4.65

  47. Rank 47.

    Wealth Investors

    Melbourne

    5.0 37 reviews Proven 4.65

  48. Rank 48.

    Nathan Fradley Independent Financial Advice

    Wantirna South

    5.0 36 reviews Proven 4.64

  49. Rank 49.

    Intune Financial Services

    Melbourne

    5.0 35 reviews Proven 4.64

  50. Rank 50.

    Integrity One Wealth Advisers Pty Ltd

    Croydon

    4.9 47 reviews Proven 4.63

Financial Planning Businesses by suburb in Melbourne

Every suburb with five or more financial planning businesses has its own ranked list.

Financial Planning Businesses in Melbourne at a glance

  • 187 financial planning businesses in Melbourne are ranked here, with 8,602 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 181 that list opening hours open on Saturday, and 3 on Sunday.
  • Index Wealth in Melbourne has the most Google reviews (683), averaging 5.0.
  • The suburbs with the most: Camberwell (6), Essendon (5) and Hawthorn (5).

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Questions

Who are the best financial planning businesses in Melbourne?

The top-ranked financial planning businesses in Melbourne 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 Melbourne?

The Agentize Directory ranks 187 financial planning businesses in Melbourne, each with a Google rating from at least five reviews. Their median rating is 5.0, from 8,602 reviews in all.

Which financial planning businesses in Melbourne are open on weekends?

3 of the 181 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 Melbourne has the most reviews?

Index Wealth has the most Google reviews of any financial planning business ranked in Melbourne: 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.