Best Financial Planners in Melbourne CBD
Compare the top financial planners in Melbourne CBD & Melbourne, VIC — ranked by our composite reputation score.
Updated July 2026 · Based on 590 real Google reviews across 15 financial planners
Top Financial Planners in Melbourne CBD & Melbourne, VIC
We've analysed 590 real Google reviews to rank the best financial planners in Melbourne CBD. Businesses are ranked by our composite reputation score combining Google ratings, review volume, and online presence — last updated July 2026.
The best financial planners in Melbourne CBD, VIC are Forward Path Advisory (5.0★, 189 reviews), Obsidian Wealth Management (5.0★, 58 reviews), Jensen Financial Planning (5.0★, 24 reviews), Frontier Financial Group (5.0★, 20 reviews) and Wealthlab - Financial Advisor - Retirement Planning (4.9★, 52 reviews). Each is ranked by an independent reputation score from real Google reviews (590 reviews analysed across 15 businesses) — see the full top 15 below. Rankings last updated July 2026.
Obsidian Wealth Management
58 reviews · Score: 81/100
Jensen Financial Planning
24 reviews · Score: 73/100
Frontier Financial Group
20 reviews · Score: 73/100
Wealthlab - Financial Advisor - Retirement Planning
52 reviews · Score: 72/100
Tribel - Financial Advisors Melbourne
14 reviews · Score: 68/100
Divergent Wealth Pty Ltd
8 reviews · Score: 65/100
Coastal Advisory Australia - Melbourne
6 reviews · Score: 65/100
Fortune Wealth Creation Group
45 reviews · Score: 64/100
Lanteri Partners Group
47 reviews · Score: 52/100
First Financial Melbourne
22 reviews · Score: 52/100
Capstone Financial Planning Pty Ltd
12 reviews · Score: 47/100
Viridian Financial Group
10 reviews · Score: 47/100
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Frequently Asked Questions
Common questions about financial planners in Melbourne CBD.
Who are the best financial planners in Melbourne CBD?
We've ranked the top 15 financial planners in Melbourne CBD, VIC based on our composite reputation score combining Google ratings, review volume, and online presence. Our rankings are updated daily.
How do you rank financial planners in Melbourne CBD?
Our rankings use a composite reputation score that weighs Google star rating, review volume, and online presence (website + contact details). This gives a more complete picture than star ratings alone.
How many financial planners are there in Melbourne CBD?
We track hundreds of financial planners across Melbourne CBD and the wider VIC area. This page shows the top 15 based on their online reputation.
How can I improve my financial planner business ranking in Melbourne CBD?
The best way to improve your ranking is to consistently collect genuine customer reviews. Businesses that actively manage their online reputation typically see 2-3x more enquiries. Tools like Starworks can automate this process.
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