The TOP 10 BEST Superannuation - Self Managed & Funds in Melbourne CBD VIC

Our Vision To become the most trusted politically active Australian precious metals dealership that delivers value for clients, fights for freedom, secures real outcomes in the real world.

Whether you are seeking a serene suburban retreat, an urban dwelling, or an investment opportunity, the team of experienced buyers agents in Melbourne will ensure that your property journey is not only successful, but also enjoyable. As a result of their expert guidance, you will experience a rewarding and fulfilling experience when searching for your ideal property in Melbourne. The buyer’s agent has more than 15 years of experience understanding Melbourne’s neighbourhoods, property trends, and potential pitfalls. Due to their track record of successful transactions, they are confident that they will exceed the expectations of their clients.

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.

At Melbourne Super, we simplify your self-managed super fund (SMSF) journey with seamless, cost-effective administration and accounting. We prioritise simplicity, cutting through complexities to make SMSF management straightforward and stress-free. Our services offer great value without compromising on quality, ensuring you receive excellent support every step of the way. Whether you’re just starting or need ongoing assistance, Melbourne Super is dedicated to providing the support you need to navigate your SMSF journey with ease. Choose Melbourne Super for a hassle-free SMSF experience with a focus on value, simplicity, and service excellence.

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.

We’re committed to help you understand and get a better outcome for your super. Whether retirement is a long way off, just around the corner or you’ve already retired we’re here to help you make the most of your super. We understand that for most people super is very complicated and confusing. We aim to break this down in easy-to-understand terms and considerately explain how it can be improved. We’ll do our best to explain and advise on the key components of your super, identifying any areas where there’s room for improvement and advising on the pros and cons of any change. Our goal is to leave you in a better position and help you to achieve your retirement goals. The first step is to better understand your current situation, needs and objectives. Once we know where you are and where you want to be, we can work on a plan to get you there. We will ask the right questions to ensure we identify all the areas in which we can add value. Regardless of your situation we’ll do our best to provide you with clear advice that puts you in a better position. We can provide one-off advice as well as ongoing advice on your superannuation and other areas of financial planning. Servicing clients all around Australia, our process is suitable for meetings over the phone and video conference. Our team live and breathe super and are dedicated to giving you good advice that puts you in a better position. We’re not affiliated or aligned with any super fund and can advise on all funds in the market, including making the most of your existing super fund without the need to change. Our advice services are provided by Foreman Financial Group – a specialist financial advice firm with in-depth knowledge and experience with everything to do with superannuation.

Unlock the potential of your home loan with With Cashback, offering an exclusive 0.60% cashback on your mortgage. Simplify your home loan journey with our easy-to-use application, extensive list of lenders, and personalized service. Start maximizing your cash rebates and start saving today at With Cashback.

Xantias Financial Management is an independently owned financial advisory firm committed to providing the highest-quality financial solutions for discerning clients. Established in 2005, we specialise in developing wealth management programs for professionals and partnership executives. Our trusted team have extensive expertise across financial planning, taxation, superannuation, insurance, property investment, finance and investment portfolio management. Whether you are seeking comprehensive wealth management or specific advice on a particular issue, we are committed to providing you with tailored financial solutions to achieve your objectives.

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!

Nobel Thomas is a Melbourne-based accounting and management consulting firm founded by Mert Karabardak, with over 20 years of experience in the field. We specialize in helping small business owners, who have a difficult time managing their finances, keep track of their finances, and improve their business processes. We believe that these are the keys to success for any business—and we want to help you achieve yours!

As a city, Melbourne is a little bit rock and roll, with an independent spirit and vibrant culture. And like the city itself, PTP is nothing like the other accounting firms in town. We understand the unique challenges facing those on the path to success and are here to help you achieve your goals whether it be setting up your corporate strategy, retirement planning or looking after your self managed super fund. Our team of Melbourne Accountants. Thinking about your future? Our financial planning team in Melbourne are on hand to provide sound financial advice no matter what stage of life you’re in – whether you’re looking for strategic financial planning, wealth management, income protection insurance or retirement planning, our Certified Financial Planner Scott Millson is ready to help. Our team of experts in Melbourne brings decades of experience, as well as training and education from the world’s top universities and institutions. The result is a team that will help your business grow, stay compliant and achieve its full potential. So whether you’re just starting out in business or have been around the block a few times, our financial planning team is here to help you grow. We can assist with SMSF setups, retirement planning and planning for income protection insurance.

REI Super is the industry super fund for real estate professionals. With over 32,000 members and more than $750m in assets REI Super provides quality superannaution services to those working in the real estate industry.

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.

Helping clients create financial prosperity for their businesses, families and futures is incredibly rewarding for our team. With decades of combined financial management and accounting experience, we’ve guided countless individuals and business owners to create wealth and establish strong financial practices.

"We are the property loan specialists, helping our clients to realise their dreams of homeownership or extend their portfolio across the residential and commercial property. Our story began with a passion for finance, numbers, and property. It has developed thanks to a commitment to helping others. The approach we take is simple: offer the best customer service so clients can find the right loan for them. We provide personal attention and share expert knowledge so you can make the right decisions and achieve the best results, sooner. We are specialising in following services: Commercial Lending Residential Lending Self-Managed Super Fund Lending Construction Lending Development Lending Asset Lending"

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

Navigata365 is a Melbourne-based bookkeeping firm dedicated to simplifying financial management for small businesses. Specialising in assisting tradespeople (tradies), builders, property developers, professional services, and digital agencies, Navigata365 offers comprehensive services designed to alleviate the stress of managing business finances. Navigata365 also emphasizes proactive financial planning, offering cash flow forecasting and budgeting to prevent unexpected financial challenges. Their suite of services includes meticulous accounts management, ensuring accurate reconciliations, expense tracking, debtor management, and timely BAS submissions. Payroll services guarantee employees are compensated correctly and punctually, while profitability analyses provide insights into overall and project-specific earnings. Understanding the complexities of tax obligations, Navigata365 ensures full compliance with ATO regulations, handling GST, PAYG, and other statutory requirements. Beyond standard bookkeeping, they assist in establishing robust financial systems, offer strategic advice to enhance cash flow and profitability, and provide ongoing support for any financial queries or challenges. With well-detailed packages to meet diverse business needs, Navigata365 is committed to making financial management straightforward and stress-free, allowing business owners to focus on growth and success.

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.

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