Best Business Advisors in Victoria

Get Scaled is a business advisory firm that offers workshops, masterclasses, and on-site consulting to help SMEs scale their operations. They provide tailored advice on business growth, systems, marketing, and operational efficiency, with hands-on execution support.

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.

Ziku Capital is a financial services business providing financial advice, lending, and accounting and tax services to individuals, small and medium-sized businesses, and entrepreneurs. The company was created in September 2022 through the merger of three businesses: Jordan Financial Solutions, Hargate Lending, and DPG Partners.

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.

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.

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.

Verity Wealth Solutions is a privately owned financial planning firm providing personalized advice on retirement planning, aged care, investment strategy, and superannuation. They focus on building long-term client relationships through tailored professional advice and education.

Eleven Edge Financial Planning provides financial advice and planning services for individuals, families, businesses, and retirees. The practice operates on a fee-based model without commissions or percentage fees, offering strategy-driven advice across debt management, investment strategies, superannuation, and retirement planning.

Community Chapman Welsh is a financial planning advisory firm in Geelong providing professional financial services including retirement planning, superannuation advice, investment management, and home loans. The business was formed in 2023 from the merger of Chapman Welsh Financial Services and Community Financial Services, combining over 100 years of collective experience.

Required Financial Services is a private wealth advisory firm providing integrated financial advice to high-net-worth individuals and families. The firm offers wealth structuring, investment management, protection and risk management, and strategic financial planning, with a focus on long-term family objectives and intergenerational wealth planning.

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.

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.

Sefton Financial is a third generation financial planning business that has serviced clients for over 90 years. They specialise in superannuation, life risk insurance, investment advice, and financial planning across accumulation and pension phases.

Nixon Financial Services is a holistic financial planning firm providing financial advice, superannuation, retirement planning, and wealth management services. With strong country town roots and decades of experience, they serve clients across metropolitan Melbourne, country Victoria, interstate, and overseas.

Super Focus is an independent financial advisory and accounting firm based in Geelong that specializes in retirement planning, superannuation strategy, and self-managed super fund (SMSF) administration. They offer personalized financial advice, accounting services, and business advisory support to individuals, small business owners, and SMSF clients.

Marisa Punshon is a money coach for women in business who combines financial education with mindset and energy work. She helps women business owners develop practical money management systems, build financial confidence and create sustainable wealth. She holds a Diploma in Accounting and is a certified Life Coach and Profit First Professional.

Advisory Partners is an accounting, business advisory and financial planning firm based in Geelong. They provide a range of services including accounting and taxation, business advisory, financial planning, and personal insurance to business owners and individuals.

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.

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.