3 Best Financial Services in Melbourne, VIC

Had the pleasure of having Sam, Marcus and the team help my wife and I with our Super and Insurances over the last few months. What we thought would be stressful and time consuming experience was anything but. And they saved us plenty of $$$ in the process! Would recommend these guys in a heartbeat!

Sam and Mel were super helpful with the process of getting organised for finances. We really appreciate their expertise in assisting in what can often be a confusing/technical venture. Thanks again!

Thank you so much to Sam and Mel from rising tide. They are so helpful, professional and knowledgeable- great to work with. Would happily recommend them to friends and family.

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I just have to give a shoutout to Ria at Verse Wealth! She did an amazing job planning our finances and seriously blew our minds with the options she came up with. We never would have thought of some of the strategies she suggested, and she saved us a ton on taxes too! Ria made everything super easy to understand and really took the time to get to know our situation. It felt great knowing we had someone looking out for us. If you're looking for someone to help with your finances, I can't recommend Ria enough. She's awesome!

We’ve had an outstanding experience working with Lucy, Tianna, and Fritzie at Verse Wealth. They’ve gone above and beyond to understand our goals and have been instrumental in helping us achieve them. The team makes everything incredibly easy, and their proactive approach means we never have to follow up – they take action promptly and effectively. It’s been such a relief to have full confidence and trust in what they do. Highly recommend!

Would highly recommend Verse. Alison was brilliant to deal with and delivered everything I was after. Very happy with the price for the advise too.

I couldn't be happier with my experience with Act on Wealth. My Financial Advisor/Managing Partner Blyth, took the time to thoroughly understand my financial goals and develop a personalised plan that has already shown remarkable results. Blyth's expert advice has helped me make informed decisions, and I've seen a significant improvement in my financial health. Blyth's attention to detail, responsiveness, and proactive approach, has made the entire process smooth and stress-free and I feel confident and secure knowing that my finances are in such capable hands. If you're looking for a reliable, knowledgeable, and professional financial advisor, I highly recommend Act on Wealth- Leading Melbourne Financial Advisor and Planner. They have made a significant positive impact on my financial well-being, and I'm grateful for their exceptional service.

Continuing ExcellenceIt is now over two years since we first met and started with Matthew and the team at Act On Wealth and find that they continue to strive for our best interests and meet our needs and demands. They are friendly and very responsive, answering queries in an excellent amount of time. Following our last meeting they had already negotiated a better interest rate by the following day. Can not recommend them enough for your financial advice and needs. Looking forward to further years of working together. - Larry.

Matt gave us a detailed review, covering all options open to us to provide financial stability for our Mother in Aged Care. Matt’s combined knowledge of Aged Care requirements and structure as well are his advice for financial options in the future helped our family make the best decisions for Mum. Your caring attitude and support was much appreciated. Thanks- Sue.