The TOP 10 BEST Investment Services in Melbourne CBD VIC

Fidante is a global investment management business that forms long-term alliances with best-in-class investment managers to provide investors access - across equity, fixed income, and alternative assets.

Invest Blue Melbourne CBD has offices conveniently located in rural, coastal and city locations in Queensland, Northern New South Wales, Victoria, Tasmania and the ACT. All of our offices are supported by an operations team of technical advice, research, marketing and IT specialists. What this means for Invest Blue clients is that they can deal with someone local but also benefit from the expertise and support of the collective company. We are here to empower you to live your best possible life through comprehensive financial advice. We do this by getting to know you and what is most important to you and developing a strategy tailored to your unique situation. Invest Blue is passionate about helping people to reach their goals and live their best possible life by providing quality, tailored financial advice. We are a Financial Planner located in Melbourne, VIC. We have a strong team of Financial Planners as well as a dedicated Lending team to support those looking for home loans or investment mortgages. We offer tailored Financial Advice on Financial Planning, Wealth Creation, Wealth Management, Wealth Protection, Superannuation, Retirement Planning, Tax Strategies, Debt Management, Life Insurance, Income Protection, Investments, Lending, Budgeting and Money Management. We service a large area in and around Melbourne so please get in touch to see how we can help you live your best possible life.

Established in 2007, Merricks Capital is a hard asset investment specialist, offering a multi-strategy investment approach. With extensive experience across global markets, the firm manages over $8bn in assets and has traded over $250bn in securities and commodities. Merricks Capital focuses on commercial real estate, agriculture, and specialised industrial sectors, operating with a commitment to strong governance and ESG principles.

As Australia’s leading commercial buyer’s agents, Rethink Investing holds a strong place in the Victorian property market. With over 50 years of combined experience, our commercial buyers agents will help you secure the best high-grade commercial real estate in the Melbourne and regional Victorian market. Our successful strategy targets resilient businesses such as medical, logistics and other essential services-type investments. We have in recent times seen relatively strong yields in regional Victoria. This has been a big target for our clients as they look to replace their incomes. If you would like help working out which commercial investment strategy suits you, speak to a property strategist today and start building capital growth.

The Realta is a dedicated property buyers agency that specializes in navigating the complex real estate market. We work exclusively to represent the exact requirements of buyers to get them the best property tailored to their preferences. Our experienced team provides comprehensive services, including market analysis, property evaluation, and skilled negotiation, ensuring a seamless and stress-free buying experience. We leverage a client-centric approach and the latest market insight to effectively turn your dream property into a future-proof reality. Whether you're a first-time buyer or a seasoned investor, hire us to secure property that maximizes your ROI.

Wealth Within empowers you to achieve your financial goals in the stock market. Learn to trade confidently and profitably, and unlock the potential of investing in shares. Our nationally accredited government course in share trading guarantees the highest quality education available. Gain control of your financial destiny with Wealth Within. By joining Wealth Within, you gain access to a wealth of resources and knowledge. Our industry professionals with practical experience will guide you through market analysis, risk management, and making informed decisions for long term success in the stock market.