By Joseph Cruz, Founder & Head Editor
Top 10 Financial Services in Melbourne 2026 Reviews
Comprehensive guide to the top financial services in Melbourne for 2026. Based on verified client reviews, expertise, and service quality. See selection signals, what to check, and who to shortlist.
Selection Signals
Our ranking methodology focuses on verified client satisfaction, regulatory compliance, service innovation, and market reputation. Each provider has been evaluated based on:
Top 10 Financial Services Melbourne 2026
Melbourne Wealth Advisors
Wealth Management"Premier wealth management firm specializing in comprehensive financial planning for high-net-worth individuals in Melbourne's CBD."
- Investment portfolio management
- Estate planning and tax optimization
- Retirement planning strategies
- Risk management solutions
Victoria Financial Group
Investment Banking"Leading investment banking services with expertise in mergers, acquisitions, and capital raising for Melbourne businesses."
- Mergers and acquisitions advisory
- Capital raising and debt financing
- Financial restructuring
- Valuation services
CBD Investment Partners
Private Equity"Specialized private equity firm focusing on growth capital investments in Melbourne's technology and healthcare sectors."
- Growth capital investments
- Management buyouts
- Strategic partnerships
- Exit planning
Southbank Capital Management
Asset Management"Comprehensive asset management services with focus on sustainable and ethical investment portfolios for Melbourne investors."
- Portfolio management
- ESG investing AFSL Licensed 4.7-Star Reviews Sustainable Focus $1B+ AUM
Carlton Financial Services
Financial Planning"Personalized financial planning services helping Melbourne families achieve their long-term financial goals."
- Comprehensive financial planning
- Superannuation advice
- Insurance planning
- Tax planning
Docklands Asset Advisors
Alternative Investments"Specialized alternative investment advisory focusing on private markets and real assets for sophisticated Melbourne investors."
- Private equity investments
- Hedge fund strategies
- Real estate investments
- Venture capital
Richmond Wealth Solutions
Wealth Preservation"Expert wealth preservation and intergenerational planning services for established Melbourne families."
- Estate planning
- Trust structures
- Succession planning
- Tax-efficient strategies
Footscray Finance Experts
SME Finance"Specialized financial services for small and medium enterprises in Melbourne's western suburbs."
- Business financing
- Cash flow management
- Business valuation
- Growth planning
Brunswick Investment Consultants
Portfolio Management"Independent investment consulting services providing unbiased portfolio management advice to Melbourne investors."
- Portfolio construction
- Asset allocation
- Performance monitoring
- Risk assessment
St Kilda Financial Planners
Retirement Planning"Specialized retirement planning and income stream optimization for Melbourne's pre-retirees and retirees."
- Retirement planning
- Superannuation optimization
- Income stream planning
- Age pension strategies
Frequently Asked Questions
Look for AFSL licensing, transparent fee structures, personalized service, and strong client reviews. Our selection criteria emphasize regulatory compliance, digital innovation, and proven track records.
Costs vary by service type, but expect 1-2% annual fees for investment management and hourly rates of $200-500 for advisory services. Always request a detailed fee schedule before engaging.
Yes, all providers listed are AFSL licensed by ASIC, ensuring they meet Australia's strict financial services regulations and consumer protection standards.