The TOP 10 BEST Investment Services in Melbourne VIC

At Advent Partners, we're far from your typical private equity investment firm. Based in Australia, our specialty lies in partnering with visionary founders and market-leading entrepreneurs, propelling them to unparalleled heights of success. Committed to long-term relationships and a steadfast focus on aligning founder, company, and management objectives, we offer a dynamic growth partnership. Our seasoned team brings industry-specific expertise, fostering collaboration with your team to drive success. As trustworthy partners, we earn your confidence through transparency and tangible results. Ready to unlock your business's full potential? Join forces with Advent Partners today, and together, we'll craft your success story.

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.

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.

A holistic commercial finance broker and mortgage brokerage that can be an external consultant to high net worth individuals and businesses seeking to grow and plan for their future lending. Finance offered: Investment loans, business loans, commercial, private lending and development finance. Enquire now for a private complimentary consultation.

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.

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.

Financial Planning. Mortgage Broking. Investment Management Create, Maintain & Protect Your Lifestyle. As a collective financial services provider, we take into account your broader financial position when assessing your situation. We ensure you receive not just a product recommendation, but a strategic plan. Our clients take comfort in the fact that we don’t take a ‘cookie cutter’ approach to the provision of advice; we take the time to understand each client's unique set of circumstances.

At Lifestyle Led Wealth, we believe that time, not money, is the most valuable thing you can spend. As a trusted Financial Planner in Melbourne, we take the time to understand your lifestyle goals and plans so we can curate a tailored financial plan to give you the freedom and confidence to live the life you deserve. Contact Justin at Lifestyle Led Wealth today on 1300 068 453!

We exist to inspire positive, radical change in our clients, employees, and profession through partnering and collaboration. Equipped with the right talent, experience and values, our MGIDC team are fully supported in their professional development and ability to service our clients. We are one big family…and we unashamedly keep it that way

Welcome to Strategic Financial Solutions in South Melbourne! Our expert financial advisors offer personalised strategies across wealth creation, protection, and retirement planning to secure your financial future. From investment advice to debt management, we guide you through every financial milestone with clarity and confidence. Partner with us for dedicated support in achieving your financial goals and taking control of your future today.

Diversiview is a unique investment analysis and optimisation software, that enables retail investors and professional investment advisors to take their investment portfolios to the next performance level.

Income Direct provides Fixed Income Accounts for clients seeking competitive returns. We offer terms ranging from 3 months to 10 years and provide all clients with online access to view their account 24/7. Our Fixed Income Accounts are available to individuals, joint names, SMSF's, companies and trusts. We work with clients throughout Australia, many of whom are seeking interest rates that enable them to keep ahead of inflation. Interested in knowing more? Visit www.incomedirect.com and download our Information Kit for more details or call us on 1300 798 334. You can also sign up online in less than 10 minutes.

Wilson Pateras offers intelligent finance solutions which match our clients’ lifestyles, appetite for investment and risk profiles. Our connection to a strong network of major and second tier lenders makes it easier for you to obtain the appropriate and best loan option based on your circumstances. Not only do we broker loans at competitive rates and terms, but we also specialise in the more complex loans for applicants that have had trouble securing a loan elsewhere. Our team in Melbourne will adopt a personalised approach to finding the ideal loan structure and conditions for your specific needs. We can assist you with: - Refinance - Home Loans - Business Loans - Investment Loans - SMSF Loans - Trust Loans - Vehicle Finance

Located in Yarraville, Victoria, Point B Planning is a premier financial advisory firm dedicated to optimizing financial strategies for both individuals and businesses. Our team of expert financial planners specializes in comprehensive financial planning, including investments, tax strategies, estate planning, savings, insurance, mortgages, and retirement planning. We are committed to helping our clients achieve their financial goals, whether it’s investing for growth, maximizing superannuation for a comfortable retirement, or creating tax-efficient wealth-building strategies. Our office proudly serves the inner West of Melbourne, including Seddon, Williamstown, Kingsville, Spotswood, Maribyrnong, Footscray, and West Footscray. At Point B Planning, we leverage state-of-the-art technology to ensure accurate data management and reporting, providing a solid foundation for your financial decisions. Our approach simplifies complex financial strategies, giving you peace of mind and more time to focus on what matters most. Contact us today to start your journey from Point A to Point B with confidence.

Invest Blue Camberwell 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 Camberwell, 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 Camberwell so please get in touch to see how we can help you live your best possible life.

Achieve your financial and lifestyle goals with our team of experts to help you grow your investment property.

Accounting based in Melbourne supporting businesses individuals. We do accounting, taxation, finance, SMSF, bookkeeping, and business advisory.

At Cutter & Co Financial Services, we are a multi award winning home loan expert and your local Melbourne mortgage broker. We act as your partners for the long term, getting to know your goals and circumstances before working with you to create a strategy for success. Based in Melbourne, our team brings a wealth of industry experience and provides personalised service that matches your individual needs. To ensure the borrowing solution you choose is the most suitable one out there, we draw from dozens of lenders and explore a number of loan options. pink tick-Melbourne Mortgage Broker Award-Winning Expertise: Highlight our status as a multi-award-winning home loan expert, showcasing our recognition and credibility in the industry. pink tick-Melbourne Mortgage Broker Personalised Long-Term Partnership: Emphasise our commitment to acting as long-term partners, getting to know clients’ goals and circumstances, and creating tailored strategies for success. pink tick-Melbourne Mortgage Broker Extensive Industry Experience: Stress the wealth of industry experience our Melbourne-based team brings, ensuring clients receive knowledgeable and reliable service. pink tick-Melbourne Mortgage Broker Wide Range of Loan Options: Point out our access to dozens of lenders and a variety of loan options, ensuring clients find the most suitable borrowing solutions. pink tick-Melbourne Mortgage Broker Professional Qualifications: Mention our team’s qualifications and memberships, including being Credit Representatives under the Connective licence (ACL 389328), to assure clients of our professional and regulatory compliance.

At OVM Finance, we’ve got your back when it comes to finding the best rates. Gone are the days of doing your own internet search, limited to just the ‘big four’ banks. Our licensed brokers have the inside scoop with over 30 lenders, offering a variety of products and niche policies. We’re here to make things easy for you – count on us to secure an approval with a seriously competitive rate. No tricks, no unnecessary drama – our track record speaks for itself, and you can trust us to keep the process as relaxed as possible for you.

ACS Financial are trusted leaders in insurance, lending, investment and risk management for churches, schools and ministries. We are a profit for purpose financial services company, owned by Australian Christian Churches (ACC), and have been serving our clients for more than 20 years. Our services focus on partnering with Christian churches, schools, ministries and individuals across Australia, and helping them to find the right financial product or service offering that will meet their specific needs.

Kadota is a financial company with over 20 years experience. They focus on loans, tax and advice, delivering exceptional service to help our clients reach their financial goals. Whether it be mortgage broking assistance for a home loan, personal or business tax via our accountants or more general financial planning, Kadota will deliver.

We believe in Education-Based Lending, and we make home loan simple and tailored to your needs. We work for your best interest. Our Mission is to help you magnify your property success.