Top 10 Independent (IFAs) & Restricted Financial Advisers in Victoria

We provide a free update & advice service to help you understand your plans.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

At Grosvenor Wealth Management, we work together to deliver the highest standard of service to meet our clients’ changing needs. We help them set their goals and create plans to achieve them.

I have been working in the wealth management industry since 2009, specialising in pension and wealth planning. Cross-border planning is also a specialism. The advice I give is truly independent with no bias towards any particular investment manager.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

Every day, we help international clients like you set and meet their financial goals, plan for the future, and grow their wealth. With our commitment to transparency, proven expertise, and market-leading standards, you know that you are in safe hands.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.