The 5 Best Financial Advisors in Melbourne Who Can Help Grow Your Wealth
Some people just keep getting richer, while most feel stuck financially. Capitalism, social class, and ethics play a part, and they’re very hard to deal with. But there’s one thing we can do something about: financial literacy.
That’s where financial advisors come in. They know the tricks and strategies most of us don’t when it comes to growing wealth. Lucky for us, Melbourne has plenty of them—so why not take advantage?
Here are some of the best financial advisors in Melbourne that our team has checked out.
How much do financial advisors in Melbourne charge for their services?
Financial advisors in Melbourne often charge about AUD 3,500–6,000 for a full comprehensive financial plan. For occasional or hourly-based sessions, hourly rates tend to range from AUD 150 to 400 per hour.
1. Verse Wealth
Address: Hub Southern Cross, Level 2, 696 Bourke St
Phone: +61 1300 822 165
Business hours:
- Monday to Saturday: 8 AM –6 PM
- Sunday: Closed
Verse Wealth’s focus is on long-term planning and creating personalised strategies for professionals, families, and business owners.
They handle a lot, including investments in shares, property, and more complex areas like private markets for larger portfolios.
When we spoke to clients, a lot of them had good feedback for the team, especially Stuart and Leslie. They’re very professional but down-to-earth, they said.
They’re very into details. Even with overwhelming tasks, clients said they still feel supported every time. They’re understanding if you’re struggling with timelines.
We also liked that they make it easy to meet in person at their Melbourne hub or online.
Fees are also transparent and fair, so there are no hidden surprises that could turn your budget upside down.
That said, we don’t think they’re ideal for everyone. Smaller investors or those just starting out might feel a bit restricted, especially since private market opportunities are geared toward portfolios above $2 million.
Their attention to detail was impressive
“…Their attention to detail was impressive, and they did so much behind the scenes to make the process as smooth as possible for us. Yes, there are tasks to complete, and at times it can feel like a lot — but you’re fully supported every step of the way. If you’re struggling with timelines, they’re understanding and always happy to assist…”
– Ashleigh Roberts, Google review
He provided us with a plan that will help balance our financial priorities
“We received exceptional support and advice from Verse, which was aligned with our financial goals and stage of life. We recommend our advisor, Stuart Ruddick, to anyone looking for personable, caring and high-quality advice. He really took the time to understand what was important to us and provided us with a plan that will help balance our financial priorities for the future with the things we have on our plate right now. We feel relieved to have someone we can trust providing us with advice.”
– Caitlin Bell, Google review
2. Independent Wealth Partners
Address: 16/530 Collins St
Phone: +61 3 8393 9371
Business hours:
- Monday to Friday: 8:30 AM – 5 PM
- Saturday to Sunday: Closed
Independent Wealth Partners is a good choice, especially if you’re looking for an independent team. Being commission-free means there’s less risk of conflicted advice.
Their team is approachable and proactive. Clients said they’d even follow up after one-on-one sessions with helpful information.
We also liked that they’re willing to coordinate closely with your accountant, lawyer, or family office.
This actually makes them a great fit for individuals or families with more complex financial situations.
Some clients even credit them with retiring a couple of years earlier than planned, which is a pretty solid endorsement if you ask us.
Most of the people we’ve talked to have worked with them for years, which says a lot about their quality of service.
That said, they’re not exactly the budget-friendly option. Upfront fees sit around $3,000–$6,000, with annual costs of $4,000–$5,000. For smaller portfolios, that could sting.
He has always been diligent, patient and caring
“Chris has been our adviser for several years now and (hopefully) many more to come. He has always been diligent, patient and caring, and we have complete confidence in his advice. Chris’s levels of service are of the highest order, and we have had no hesitation in recommending his services to others.”
– Gregory Cocks, Google review
They are highly professional in their approach
“Chris Haggart and the IWP team have been advising me for the last 5 years. They are highly professional in their approach and have become trusted and true advisers. I fully endorse and recommend their services.”
– Philip Hartley, Google review
3. Pursue Wealth
Address: Central House, Ground Floor/101 Moray St
Phone: +61 3 9686 1784
Business hours:
- Monday to Thursday: 9 AM – 5 PM
- Friday: 9 AM – 4:30 PM
- Saturday to Sunday: Closed
Pursue Wealth’s team isn’t just looking at the numbers. They take the time to understand what matters to their clients—lifestyle, goals, and their version of success.
What really stands out is the personal touch. After figuring out what you want, they’d design a plan that fits your lifestyle, then keep you accountable so you actually hit those goals.
Clients have told us that they look at everything. They help with short-term wins and long-term goals, like buying multiple properties or building a solid investment portfolio.
Their membership setup is also pretty smart. It gives you ongoing access to the team, regular check-ins, and real-time advice so you’re never left wondering if you’re on track.
However, we’ve heard from a client that there could be a bit of a conflict of interest with life insurance and superannuation. Some advice might lean toward products they have a stake in.
So if you’re looking for a completely neutral advisor, this might be a small hiccup.
They’re incredibly genuine, always go above and beyond
“Couldn’t speak highly enough of Josh and the team at Pursue Wealth. They’re incredibly genuine, always go above and beyond, and it’s clear they truly have your best interests at heart. Their knowledge and expertise are next level, and they make the entire experience feel effortless and empowering. Choosing to work with them will undoubtedly be one of the best financial decisions you’ll ever make.”
– Haylee J., Google review
Their service is truly comprehensive
“We’ve had the pleasure of working with Josh Wingrove as our financial adviser for several years now—and truthfully, this review is long overdue. With the benefit of time, we can confidently say that Josh and the team at Pursue Wealth consistently deliver on their promises. Their service is truly comprehensive, from smart investment and risk management strategies to expert mortgage broking advice…”
– B T, Google review
4. Hewison Private Wealth
Address: Level 8/417 St Kilda Rd
Phone: +61 3 8548 4800
Business hours:
- Monday to Friday: 9 AM – 5 PM
- Saturday to Sunday: Closed
Hewison Private Wealth is a privately owned, independent financial advisory firm. That means they aren’t tied to big banks or investment products, and they structure fees purely on the money they manage for you.
Clients consistently mention that their advisors get them straight away, explain things in plain English, and provide any documents or information.
The admin team also gets a shoutout for being friendly and super helpful.
When it comes to investments, Hewison really focuses on tailoring portfolios to individual goals.
Their investment committee has over 70 years of combined experience. They avoid things like trailing commissions, so there’s no pressure to keep you in products just to earn extra fees.
We also like that their client portal lets you track your investments in real time.
There are some clients who just said their response times were a little slower, though.
Thoroughly recommend them to anyone seeking reliable investment advice
“…Our advisor Chris Colman & assistant Luke Ferguson are very professional & knowledgeable. They are very respectful & responsive and provide sound investment strategies, regular reviews & important income growth to our portfolio. With Hewison’s approach of educating & advising their clients, they provide a really great service. Thoroughly recommend their business to anyone seeking reliable & knowledgeable investment advice.”
– Rod Buncle, Google review
I cannot recommend the service too highly
“I have trusted my family’s financial situation with Hewison Private Wealth for nearly thirty years and have found the service to be excellent, with a personal interest in our family, and careful matching of our needs with the advice provided. For many years, Glenn Fairbairn has been our adviser and his attention to detail and planning advice has taken any worry out of financial matters, about which I have little knowledge. I cannot recommend the service too highly.”
– Ralph Lewis, Google review
5. ActOn Wealth
Address: Suite 14/20 Commercial Rd
Phone: +61 1300 022 866
Business hours:
- Monday to Thursday: 9 AM – 5 PM
- Friday: 9 AM – 4 PM
- Saturday to Sunday: Closed
ActOn Wealth is pretty interesting for a boutique advisory firm. They cover property, investments, insurance, lending—you name it.
But what sets them apart is how they go about it. Clients repeatedly mention that the advisors are professional, dedicated, and willing to push beyond what’s expected.
And it’s not just about doing the job. It’s about making sure the plan actually works for you.
They take the time to understand your unique situation. And they don’t stop until they’ve come up with a plan that clicks.
The research they put into finding options is impressive, and they often move faster than clients anticipate.
Now, as much as we loved their approach, the fees are on the higher side. So if you’re someone who’s just looking for a simple check-in without spending a premium, this might not be the perfect fit.
ActOn Wealth have been awesome to work with
“Thomas and Matthew at Acton Wealth have been awesome to work with. They’ve taken me through a full financial plan, helped map out a realistic path to buying a house, and set up budgets that actually work for my lifestyle instead of making things complicated. What I really rate is how much research they put into finding the best options for me, and how clearly they explain everything along the way. They’re easy to deal with, down-to-earth, and I feel a lot more confident about where I’m heading, financially, thanks to them. Highly recommend.”
– Christopher Black, Google review
They really pay attention to my personal situation and details
“I’ve been working with ActOn Wealth for over two years now, covering financial planning, investment management, and property transactions. I’ve had a great experience—they really pay attention to my personal situation and details. The team is super responsive, professional, and effective, making sure everything runs smoothly…”
– Vinay Sastry, Google review