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Top 20 Business Advisors in Melbourne, VIC

Verified customer reviews and ratings for the best business advisors serving Melbourne. Sorted by rating.

See all business advisors across VIC
Finding the right business advisor in Melbourne can make a real difference to your company's growth and tax position. Look for TPB registration if you need tax advice, and check their experience with businesses like yours. All reviews on TopAccountantsAustralia are verified, so you can trust what you're reading.
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#1 Business Advisory in Melbourne
Melbourne, VIC
5.0(126)

Paterson Retirement Planning provides financial planning and retirement advice, with particular expertise in superannuation, aged care, and Centrelink matters. The firm specializes in advising employees in the education and public sectors on retirement planning and financial strategy.

Retirement planningSuperannuation adviceAged care planningCentrelink advice
DPM Financial Services
Melbourne, VIC
5.0(88)

DPM Financial Services provides financial advisory services including tax, accounting, personal insurance, lending, and wealth management, with specialization in serving medical professionals at various career stages.

Tax and AccountingPersonal InsuranceLending and Mortgage BrokingPrivate Wealth Management
ProSolution Private Office
Melbourne, VIC
5.0(74)

ProSolution Private Office is a business advisory firm that helps successful professionals and business owners manage their finances through an integrated framework covering tax, investing, superannuation, and debt. The firm provides coordinated financial advice across mortgage broking, tax and business advice, and comprehensive private office services, operating under a rules-based approach designed to align financial decisions.

Tax and business adviceMortgage broking and strategic borrowingSuperannuation adviceShare market investing
Melbourne, VIC
4.8(45)

Bongiorno Group is a business advisory firm that has been helping medical and dental professionals grow, manage and protect their wealth since 1964. They offer a holistic approach to financial needs including financial planning, tax and business advice, insurance, and borrowing services.

Financial planningTax and accountingBusiness adviceInsurance
Melbourne, VIC
4.7(39)

Worrells is an insolvency and turnaround specialist firm that helps companies and individuals recover from financial difficulties through restructuring, business turnaround, and insolvency services. They also assist creditors and offer dispute resolution services.

Business Turnaround & RestructuringSmall business restructuringVoluntary administrationDeeds of Company Arrangement
Melbourne, VIC
5.0(5)

ESF Partners is a Chartered Accounting firm based in Docklands, Victoria, providing professional advice and services to private companies, families and individuals. They offer tailored accounting, tax compliance, and financial planning services with a focus on understanding clients' personal and business goals.

AccountingTax complianceTax planningFinancial planning
MCG AdvisoryServes Melbourne
Camberwell, VIC
5.0(94)

MCG Advisory is a full service financial advisory company focused on providing education and strategic advice to clients. Services include Financial Planning, Mortgage Broking, Small Business Advice, Corporate Advisory, and Financial Coaching, with specialization in residential and commercial real estate transactions.

Financial PlanningMortgage BrokingSmall Business AdviceCorporate Advisory
AFPG (formerly Warringal Financial Services)
Heidelberg, VIC
5.0(24)

AFPG is a privately owned Australian financial services provider delivering comprehensive and holistic financial solutions tailored to individual client needs. The firm operates offices across Sydney, Melbourne, Camden, Newcastle, Wollongong, Orange, Darwin, and Hervey Bay, with a multidisciplinary team of financial advisers, lending specialists and accountants. AFPG is committed to integrated solutions across financial planning, tax strategy, wealth protection, property investment, and broader investment opportunities.

Financial PlanningResidential and Investment LendingInsuranceSuperannuation
Purewealth Services: Financial Advisory
Broadmeadows, VIC
5.0(20)

Purewealth Services is a specialist financial planning firm that provides Shariah-compliant and ethical financial advice to help clients achieve their financial goals while aligning investments with their beliefs and values. They offer personalised financial planning across life stages with ongoing professional support.

Islamic Financial PlanningInvestment AdviceSuperannuationRetirement Planning
Prosper Advisory Pty LtdServes Melbourne
Bentleigh, VIC
4.9(32)

A team of financial planners and accountants providing financial planning, investment management, accounting and business advisory services to families, couples, individuals and business owners.

Financial planning adviceInvestment portfolio managementAccounting and bookkeepingTax planning and compliance
John Hicks Independent Financial Advice
Yarraville, VIC
5.0(12)

John Hicks Independent Financial Advice is an independent financial planning practice providing strategic advice to established professionals, executives, and those preparing for retirement or experiencing life transitions. The practice operates as part of the 1% of advisers in Australia who meet the legislated definition of independence, charging fixed fees without commissions or asset-based fees.

Superannuation and Retirement PlanningSelf-Managed Superannuation Funds (SMSFs)Investment Portfolio Construction and ManagementWealth Management
Appliers AI | AI Business Transformation Architects | AI Agency Melbourne Australia
Kensington, VIC
5.0(12)

Appliers designs and deploys AI agents and rebuilds software systems to streamline business operations across logistics, ecommerce, finance, and professional services. They work through three phases—discover, optimise, and apply—with fortnightly demos and no big-bang migration, aiming to reduce software stack bloat and redirect hours from admin work to growth work.

AI agent design and deploymentBusiness process mapping and optimisationSoftware stack auditing and consolidationSystem rebuilding and integration
KPR FinancialServes Melbourne
Brighton, VIC
5.0(10)

KPR Financial Marketing Services Pty Ltd is an accounting and financial advisory firm established in 2013. They provide tax and accounting services, bookkeeping, payroll, and tax planning for small to medium businesses and individuals. The firm operates from Melbourne and services the Melbourne area and interstate.

Tax and accounting for small to medium businessesBAS returnsBookkeeping servicesPayroll services
Kaycorp AdvisoryServes Melbourne
Carlton, VIC
5.0(10)

Kaycorp Advisory is a business advisory, accounting and tax firm based in Carlton, Melbourne, focusing on small to medium sized entities and individual taxpayers. They provide tax planning, business advisory, virtual CFO services, corporate restructures and bookkeeping.

Tax Planning & ComplianceBusiness AdvisoryVirtual CFOCorporate Restructures
TaxBiz AustraliaServes Melbourne
Bayswater, VIC
4.7(27)

LDB Group is an accounting and advisory firm in Melbourne providing holistic financial services including tax, accounting, wealth management, superannuation and property services. The firm operates as an integrated team serving individuals, families, small and medium businesses, and larger organisations.

Tax compliance and auditTax strategy and adviceBusiness advisoryAccounting
Beattie Financial Services Pty Ltd
Bendigo, VIC
4.9(9)

Beattie Financial Services provides financial planning, accounting, and SMSF advice to individuals and businesses. They offer portfolio management, retirement planning, and specialist property advice.

SMSF adviceFinancial planningAccountingPortfolio management
Profitability Partners
Profitability PartnersServes Melbourne
Ballarat Central, VIC
4.4(13)

Profitability Partners is a business advisory firm specializing in profitability coaching services for hospitality venues such as hotels, bars, pubs, and restaurants. They help hospitality businesses improve their financial performance through KPIs, forecasting, budgeting, and their proprietary PERI framework (Planning, Execution, Results, Improvement).

Profitability coachingAccounting servicesKPI trackingFinancial forecasting
Martin and Martin Consulting Pty Ltd
Canterbury, VIC
4.3(6)

Martin and Martin is an accounting firm based in Canterbury that provides taxation, compliance and superannuation services to businesses and individuals. The firm was established in 1972 and consults to Melbourne-based small to medium businesses.

TaxationComplianceSuperannuationBusiness structuring and planning
Maddern Financial Advisers
Malvern, VIC
4.1(14)

Maddern Financial Advisers is an independent financial advisory firm based in Melbourne providing financial planning, investment advice, tax planning, accounting, and business advice services to professionals and small to medium business owners.

Independent Financial AdviceInvestment AdviceRetirement StrategiesSelf Managed Super Funds (SMSF)

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Business Advisors in Melbourne — FAQs

What should I check before engaging a business advisor?

Verify TPB registration for tax work, confirm their experience with your industry, ask about their service model and fees, and check verified reviews. Request references if handling sensitive work.

Do business advisors need to be registered?

Tax advice requires TPB (Tax Practitioners Board) registration. General business advisory isn't regulated, but registration is a good sign of professional standing and compliance.

What do typical business advisory engagements cover?

Common services include financial strategy, cash flow planning, business structure advice, growth planning, and tax optimisation. Discuss scope upfront to avoid surprises.

How are reviews verified on TopAccountantsAustralia?

We collect feedback from genuine clients and verify their engagement history. This ensures ratings reflect real experience, not marketing claims.

What questions should I ask a prospective advisor?

Ask about their experience with similar businesses, how they charge, turnaround times, availability, and whether they work with your accountant or bank. Clarify communication preferences too.