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Best Financial Services in Melbourne

Best Financial Services in Melbourne, VIC

Expert recommended Best Financial Services in Melbourne, VIC. To help you find the best Financial Services in Melbourne located near to you, we put together our own list based on customers reviews which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!.

Zurich Financial Services Australia Ltd

SPECIALTY:

Superannuation, Financial and Retirement Planning, Personal, Trauma and Life Insurance, Income Protection, Planning Your Life Goals

Here’s The Deal:

Zurich Australia is the Australian arm of Zurich Insurance Group (Zurich) – a leading multi-line insurer that serves its customers in global and local markets. Zurich was founded in the city of Zurich, Switzerland in 1872, where our headquarters remain today. Since then we have applied our expertise and experience to ensuring our customers have the very best protection for the things they value. This is our mission and is at the heart of everything we do. Our Australian story dates back to 1920, when the Commonwealth General Assurance Corporation Ltd (CGA) was incorporated in New South Wales. In 1961, CGA became part of the Zurich Insurance Group. Since then our Australian business has grown significantly, employing more than 1,000 people across Australia and New Zealand who share our commitment to always placing our customers’ needs at the heart of our business.

Melbourne Finance Services

SPECIALTY:

Commercial Finance Overview, Vehicle & Finance Equipment, Small Business Lending, Commercial Property, Education Funding, Tax Minimisaion, Cash Flow Analysis, Long Term Savings

Here’s The Deal:

The financial industry is full of the suit-and-tie people that are impersonal and dispassionate, we aren’t them. We are people-focused and centred around finding solutions that are the best for our clients. The Melbourne Finance team has a personal yet professional approach to doing finances. We don’t fit the mould of financiers, we are not an impersonal stuffy suit and tie people, we are down to earth, people and solution-focused professionals.

SPECIALTY:

Financial planning, Self Managed Superannuation Fund (SMSF) advice, Insurance advice, Mortgages and Finance, Wealth creation & accumulation, Personal, Corporate or employer, Sponsored superannuation Retirement planning, Annuities

Here’s The Deal:

Established in 1991, Required Financial Services provides a comprehensive range of personal and business services. Our team has extensive experience in many aspects of wealth management, lending and risk insurance. This means we are well placed to provide our clients with comprehensive financial services and solutions.

Opt2Plan Financial Services

SPECIALTY:

Buying A Home Becoming, A First Home Buyer, Building A New Home, Refinancing Your Home Loan, Investing In Property, Mortgage brokers, Investing in Property

Here’s The Deal:

It’s our job to find the right loan for you. We do that by helping you navigate the choices and changes in the market. Then we go in to bat for you and can even negotiate on your behalf. Once we’ve found a loan we like the look of, we’ll help manage the whole process for you. Whether it’s for your first home, refinancing your current place or an investment, we have access to loans from a host of Australia’s leading lenders, one of which could be the right one for you. Finding one that’s right for you is the hard part, and that’s where we come in. We’ll consider a range of options to help you get the solution you’re looking for.

Mel Finance Services

SPECIALTY:

Mortgage brokers, Home loans, Investors, Refinance

Here’s The Deal:

At Mel Finance, we offer you a free property report prepared by a leading property data solution company in Australia. Currently, we only offer this free service only for our Melbourne clients. As an innovative broker company, we believe in advancing with technology to offer our clients with the best possible service to ensure that you experience a seamless service that matches your expectation. Our up- to date and comprehensive software will ensure that we will be able to compare your needs with over 100’s of offers from different lenders. After the comparison process is completed, we will present to you a list of comprehensive home loan options that include details such as rates, terms, fees, charges and repayments which will be explained in simple manner without any technical jargons so you can be sure that all details are easily understood by all parties.

Personal Financial Services

SPECIALTY:

Financial planning, Strategic advice, Investment advice, Portfolio management, Business owners, Associations, Superannuation trustees

Here’s The Deal:

We specialise in providing financial advice to individuals, business owners, associations and superannuation trustees. We’re called Personal Financial Services because that’s exactly what we offer; personal financial advice built on genuine personal relationships. We are big enough to provide the key financial services you need, but small enough to always do it on an individual, person-to-person basis. We are privately owned and operate under our own Australian Financial Services Licence. This means we are not aligned to any financial institution. We have no investment constraints or alignments, thus our strategy advice and investment choice remains focussed on you at all times. Financial advice doesn’t come from companies. It comes from people. People who work hard to understand your needs and aspirations. People you can trust. People who always put your interests first.

Financial Services for Life

SPECIALTY:

Financial planning, Superannuation and pensions, Retirement planning, Budgeting, Debt and cash flow management, Investments, Tax Minimisation, Wealth creation, Life and disability insurance, Business Insurance, Investment advice, Wealth Protection, Retirement Planning, Wealth Creation, Debt and Cashflow, Tax Minimisation

Here’s The Deal:

Financial Services for Life provides Professionals Advice encompassing: Budgeting, Debt and Cashflow, Tax Minimisation, Superannuation, Investment Strategies, Transition to Retirement, Retirement, Personal and Business Risk management and partners with experts in other finance related areas such as Estate Planning Specialists, Mortgage Lenders, Property Investment and Accounting firms to provide specialized advice as required by our clients. We spend time with our prospective clients, when making any decisions regarding engaging our financial planning services in aiming to improve your financial position. If by the end of the first consultation we are not able add value and improve your financial situation – we will let you know. Our Advice revolves around our client’s best interest. All clients consider our service offering before making a decision to engage us and are encouraged to discuss our fees during our initial meeting. Our fees are based on the services required and time required for any work rendered usually at a rate of $230 per hour plus GST. Where a client service package is selected the client will pay a set Adviser Service Fee encompassing the time spent and work rendered for our expertise.

Optalife Financial Services

SPECIALTY:

First home buyers loans, Investment loans, Home loans, SMSF loans, Commercial loans, Business loans and asset finance, Lifestyle planning, Cashflow management, Debt management, Education & kids’s savings, Protecting your lifestyle, Tax Planning, Investments & Portfolio management, Superannuation & Retirement planning

Here’s The Deal:

Optalife Wealth works with you to build financial security by providing clarity and confidence about your future. We work with you to build your financial plan, clearly defining what your future looks like and laying out clear and understandable steps for you to achieve. There is no one size fits all here. ‍ We design your plan like a financial roadmap, tailored to your specific situation and what living your optimal life means to you. Like anything in life, having a clear plan increases the likelihood success and having a whole team working alongside you makes reaching your dreams one step closer.

Frontier Financial Group

SPECIALTY:

Asset finance and business loans, Residential Lending, Personal Loans, Self-Managed Superannuation Loans, Insurance and Utilities, Asset Finance and Business Loans, SMSF loans

Here’s The Deal:

We are a Victorian financial services company based in Melbourne, CBD, with a team of more than 20 people dedicated to helping others ‘ask more from life’. We offer a truly personalised suite of financial planning services and deliver clear, straightforward and convenient strategies our clients can depend upon to help them grow their wealth, and plan their future. We provide guidance for those who want to worry less about their financial affairs, or who are looking for more in life. When it comes to your journey, it pays to have a partner by your side who can help navigate what lies ahead.

GBA Financial Services

SPECIALTY:

Wealth Protection, Wealth Creation, Income in Retirement, Insurance, Investments, Superannuation

Here’s The Deal:

GBA Wealth has been helping clients with solutions to their Superannuation and Personal Insurance needs for over 30 years. Collectively, GBA has more than 90 years of experience in the Australian Financial Services market place, which provides our clients confidence in knowing that they are working with professional’s with an outstanding and proven track record in helping their clients with some of the most important aspects of their Financial Life.