1
Forward Path Advisory
from 195 Google reviews.
Most reviewed · Updated October 2026
The financial planners of Melbourne
As of October 2026, the three most reviewed financial planners rated 4.0 or better in Melbourne, VIC on Well Referred are Forward Path Advisory (195 Google reviews at 5.0), Tribeca Financial (163 Google reviews at 4.9) and Stronghold Advice (102 Google reviews at 5.0).
- Financial Planners compared
- 35
- Google reviews
- 1,166
- Median rating
- 5.0
The financial planners of Melbourne: the top 33
2
Tribeca Financial
from 163 Google reviews.
Level 1, 110 Church Street, Hawthorn VIC 3122
3
Stronghold Advice
from 102 Google reviews.
4
Obsidian Wealth Management
from 57 Google reviews.
5
Wealthlab - Financial Advisor - Retirement Planning
from 57 Google reviews.
6
Rancie Financial
from 52 Google reviews.
Victory Tower, 416-420 Collins St, Melbourne VIC 3000
7
Strategic Financial Solutions
from 52 Google reviews.
Level 6, 20-22 Albert Road, South Melbourne VIC 3205
8
Lanteri Partners Group
from 47 Google reviews.
1 Collins St, Melbourne VIC 3000
9
Finance People
from 45 Google reviews.
10
Fortune Wealth Creation Group
from 45 Google reviews.
11
Required Financial Services
from 43 Google reviews.
12
Collins House
from 33 Google reviews.
13
Joe Vitale Financial Services Pty Ltd
from 32 Google reviews.
14
Jensen Financial Planning
from 24 Google reviews.
20 Collins St Level 51, Melbourne VIC 3000
15
Dominium Capital
from 22 Google reviews.
The Georges Building, Shop 3/162 Collins St
16
TruWealth Advice
from 22 Google reviews.
Level 13/200 Queen Street, Melbourne VIC 3000
17
First Financial Melbourne
from 22 Google reviews.
Level 9/90 Collins Street, Melbourne VIC 3000
18
Alphington Private Wealth
from 21 Google reviews.
Suite G.03, 128 Jolimont Rd, East Melbourne VIC 3002
19
Frontier Financial Group
from 20 Google reviews.
Victory Tower, 416-420 Collins St, Melbourne VIC 3000
20
Coastal Advisory Australia - Melbourne
from 16 Google reviews.
21
Tribel - Financial Advisors Melbourne
from 16 Google reviews.
22
Capstone Financial Planning Pty Ltd
from 12 Google reviews.
23
Finstyle Wealth Group
from 11 Google reviews.
24
Viridian
from 10 Google reviews.
25
Viridian Financial Group
from 10 Google reviews.
26
Divergent Wealth Pty Ltd
from 8 Google reviews.
360 Collins St, Melbourne VIC 3000
27
Ascent Wealth Solutions
from 7 Google reviews.
451 Little Bourke St, Melbourne VIC 3000
28
Capital Wealth Advisers
from 6 Google reviews.
29
Intralink Wealth Management
from 3 Google reviews.
30
Action Wealth
from 2 Google reviews.
31
First Samuel Wealth Management
from 2 Google reviews.
16/500 Collins Street, Melbourne VIC 3000
32
Principal Partners
from 2 Google reviews.
33
Affinity Private Advisors
from 1 Google review.
North Building, Level 5, 333 Collins St
Well Referred compared 35 financial planners in Melbourne, VIC, with 1,166 Google reviews between them. Of these, 33 meet this list's method. The median rating is 5.0 from a median of 21 reviews.
Of the financial planners compared, the most reviewed is Forward Path Advisory, with 195 Google reviews at 5.0.
How this list is ranked
Businesses rated 4.0 or better are ranked by how many Google reviews they have. Ties go to the higher rating.
Many reviews show a business is busy and well known, not that it is the right fit for your job.
Questions
- Which financial planners in Melbourne, VIC have the most Google reviews?
- As of October 2026, the three most reviewed financial planners rated 4.0 or better in Melbourne, VIC on Well Referred are Forward Path Advisory (195 Google reviews at 5.0), Tribeca Financial (163 Google reviews at 4.9) and Stronghold Advice (102 Google reviews at 5.0).
- How does Well Referred rank financial planners in Melbourne, VIC?
- Businesses rated 4.0 or better are ranked by how many Google reviews they have. Ties go to the higher rating. Many reviews show a business is busy and well known, not that it is the right fit for your job.
- How many financial planners in Melbourne, VIC did Well Referred compare?
- Well Referred compared 35 financial planners in Melbourne, VIC, with 1,166 Google reviews between them. Of these, 33 meet this list's method. The median rating is 5.0 from a median of 21 reviews.
- Can a business pay to be listed or to rank higher?
- No. Every business is ranked by the same published method, and no business can pay to be listed or to move up.