Best Financial Advisors In Melbourne Near Me

4worldlovers: Financial uncertainty is no fun. Don’t be held back. You were designed for more.


Your Qualified Property Investment Advisor will get to know you, your situation and your deepest desires for the future


After working with you one on one, we tailor an individual roadmap to achieve your lifestyle goals and financial desires


By following your tailored plan you will reach your full potential, retiring with your dream passive income, which will free you up to make your unique contribution to the world


1st time investor >>Why this couple think we are like a hub...

"It's funny you called it a Property Portfolio Plan. It's more like a life plan.."

They wanted to focus on one goal at a time but...

"Just because you can buy a property doesn't mean you actually know anything and they..."

Young professionals >>How this investor overcame being stung by a spruiker…

How To Build A Property Portfolio And Retire on $2,000 a Week

An exclusive Masterclass from Bryce Holdaway and Ben Kingsley, two of Australia’s most trusted property investment advisors.

"My partner and I are 33-34 years old. Although we are both relatively good with the way we manage money, we needed that extra expertise and accountability when it came to an investment strategy. This is what Empower Wealth gave us. I’m excited to see how quickly we can develop and grow our portfolio and this plan makes it feel well and truly in reach. Thank you to our Qualified Property Investment Advisor, Mortgage Broker and Financial Planner for your assistance thus far."

The Financial Planning Team were friendly, patient and professional, even though some of the terms required to be used were very technical they were able to explain to me so I could easily understand. Thanks heaps for you helps guys.

I couldn't recommend Empower Wealth's Mortgage Brokerage services more if I tried. The team behind 'Team Dean' were nothing but thorough throughout the entire process, explaining each stop along the way, even checking to make sure all the accounts were in order after all was said and done. I've never experienced that with a Mortgage Broker with any of my previous loans!!

We recently engaged Nicole Slade as our Buyer’s Agent. Nicole managed to purchase an investment property in Melbourne on our behalf and the whole transaction could not have gone smoother. Initially, we were a little apprehensive to purchase a property interstate, but as soon as we spoke to Nicole we felt confident that she was the BA for us. Nicole kept us well informed at all times, we were given updates regularly. The properties were thoroughly inspected, providing us with photos/videos and ample information and statistics making our decision an easy one. As well as this Nicole is well respected by the local real estate agents. We cannot thank Nicole enough. We are very happy and confident with our purchase and would definitely use Nicole’s expertise again.

Simon and the team were outstanding across the board. They made buying our first home super easy and could not recommend their services to others more. We are actually excited to link forces again when we look at taking our next step in the property investment world.

"Myself and my partner have recently undertaken a property portfolio plan until retirement with empower wealth. We are in a unique situation where I am about to transition from defence, we have moved interstate and my partner does not have a job as yet. Regardless of all of this, Paul and his team at empower wealth have been able to account for all of our future plans and created a really solid plan to retirement. It is early days yet but we are both very excited and optimistic for the future knowing that if we follow our plan, we will be very comfortable in retirement."

4worldlovers:
Rashesh Bhavsar, one of the most reputed and award winning Financial Planners in Melbourne specialising to Professionals & Executives.

Our advisor for years, Rashesh, has always been top-notch. He has always struck me as knowledgeable and professional. He always explains things in plain English and has helped me keep pace with my financial plans. We have made meaningful progress in achieving our financial goals. He is not just our family's financial advisor but also a reliable friend who we can call at odd hours. He is trustworthy, and I believe my financial future is in good hands. He genuinely cares about giving his clients the greatest counsel, and we completely trust him as a part of our family.

We recently moved to Australia three years ago. We were looking for a reliable financial planner in Melbourne, and we discovered Rashesh through his positive reviews. After meeting with Rashesh, we found him to be really helpful and highly knowledgeable. Rashesh spent plenty of time helping us understand our priorities in life and financial goals. We have made meaningful progress in our investment journey in the last year and have a clear direction for the future. I highly recommend Rashesh and Fortune Wealth Creation Group to those seeking to make a meaningful change in their situation. He is honest, trustworthy, and a pleasure to deal with.

4worldlovers: General Advice Disclaimer: The information/advice provided on this site is General Advice Only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to any products mentioned, and consider the statements before making any decision about whether to acquire products. Performance is influenced by market volatility over time. Past performance is not necessarily indicative of future performance. Contact your adviser to discuss your individual needs


Financial Planning Services are provided by either Freedom Finance Australia Wealth Pty Ltd, ABN 73 644 564 090, Freedom Finance Australia QLD Wealth Pty Ltd, ABN 21 645 817 321 , Freedom Finance Australia (Bayside) Pty Ltd, ABN 78 275 634 492, Freedom Finance Australia Southern Metro Pty Ltd, ABN 30 629 282 453, Freedom Finance Australia (Essendon) Pty Ltd, ABN 37 760 641 059 as Authorised Representatives of Wealth Trail Pty Ltd, ABN 73 634 620 956, AFSL 521516.

Freedom Finance Australia (NSW) Pty Ltd, ABN 77 166 863 805 is an Authorized Representative of Australian Unity Personal Financial Services Limited, ABN 26 098 725 145, AFSL 234459.

General insurance is provided by Freedom Finance General Insurance Pty Ltd (CAR 1249783| ABN 18 117 182 497)

4worldlovers: We are a multi-discipline finance company with an urban twist and a team of the finest talent, allowing us to handle every aspect of your financial needs all under one roof.

Long-term financial security is our goal for all of our clients.

4worldlovers: At Flinders Wealth we help organise your finances so you can spend your time doing things that are more important to you.

We will develop a tailored Roadmap for your money – a step by step list of action items to get you feeling positive about your future. We want to work with clients who are interested in making smart choices with their money and getting their financial house in order.

Importantly, we are not owned or controlled by a bank, life insurance company, fund manager, superannuation provider or any other institution. Flinders Wealth does not accept investment commissions.

This ensures we are positioned to provide you with financial advice you can trust.

Flinders Wealth services clients across Melbourne, the Mornington Peninsula and Regional Victoria.

4worldlovers: Don’t just dream. Achieve your dreams sooner rather than later as a Pursue Wealth member.

We’ll work with you to set short, medium and long term goals, and keep you on track to achieve them. As a Pursue Wealth member, you’ll have the tools at your disposal to ACHIEVE your dreams. Become a member today!

As an award-winning team with an adventurous spirit, we’ll design you a financial plan that will suit your lifestyle and your goals. Because like you, we’d rather buy our Jimmy Choo’s in Paris, not from eBay.

Want your dream home without sacrificing too much of your lifestyle or travel plans? We’ll help you put a realistic plan in place to secure a home you love, so you can relax and know the stress has been removed.

As part of your membership, we’ll work with you to articulate your dreams and set up goals along your journey to achieve them. We will get a clear understanding of your dreams, and work together to design a solid plan for you to reach them sooner.

We’ve developed an innovative five step process to dig deep and understand your dreams. We’ll work with you to develop a personalised plan to help you reach the life you’ve dreamed of! With us, financial planning is not something you push to the bottom of priority list.

We can help you make better informed decisions about your future, so you don’t suffer the-day-after-online shopping hangover. Our consultations ensure we align both personal and financial goals so that you can start living the life you want, on your terms!


“Life is a helluva lot more fun if you say yes rather than no“

“Josh demonstrates great knowledge within all areas of finance. He takes the time to explain insurance packages, possible share purchases and other investment opportunities. Professional in his research, honest feedback and time spent explaining my options and opportunities, has developed my financial portfolio that I both understand and feel comfortable with.”


We’re adventurers too, and love to make the most of every day. Because we choose to live our dreams, we understand that this is only made possible by having a great financial plan in place. Click through to meet our team who work hard in making this a reality for our members too.