Find & Compare Investment & Wealth Management Providers in Australia

ASET Wealth Management

ASET Wealth Management is a Barton-based Canberra advisory practice offering investment, superannuation, retirement and estate-related planning. Led by experienced adviser Michael Radnedge, it emphasises advice, support, education and trust.

Capital2

Capital2 is a privately owned Canberra advice brand operated by CWP Wealth Pty Ltd in Symonston. Adviser Dominic Bentley brings investment banking and stockbroking experience to portfolio, wealth, superannuation and retirement planning.

Much More Than Money

5.0(44 reviews)Rated 5.0 out of 5 on Google, 44 reviews, as of 23 Oct 2026

Much More Than Money offers wealth advice in Canberra and Sydney. It helps individuals and families connect investments, superannuation, retirement, protection and estate planning with their personal values and the lifestyle they hope to build.

North Financial Group

North Financial Group is a boutique financial planning practice in Dickson, Canberra. It offers investment, superannuation, retirement and protection advice, with meetings at its office, a client's workplace or another convenient local venue.

Planright Financial Services

5.0(1 review)Rated 5.0 out of 5 on Google, 1 review, as of 23 Oct 2026

Planright Financial Services is a Belconnen advice practice led by Aaron Downey. It offers investment, superannuation, SMSF, retirement and protection advice with an emphasis on clear explanations and practical choices.

Oak Advisory

5.0(12 reviews)Rated 5.0 out of 5 on Google, 12 reviews, as of 23 Oct 2026

Oak Advisory is an independent financial advice practice in Subiaco with a particular focus on retirement. The practice operates on a fee-for-service basis.

Wealth Plus Group

5.0(63 reviews)Rated 5.0 out of 5 on Google, 63 reviews, as of 23 Oct 2026

Wealth Plus Group offers financial advice through its Perth and Albany locations. For an Australian-based household, advice may begin with existing superannuation, investments and the preferred retirement timetable.

Ceylon Exchange

4.7(235 reviews)Rated 4.7 out of 5 on Google, 235 reviews, as of 23 Oct 2026

Ceylon Exchange is an Auburn-based financial and precious-metals business operating since 2005, providing currency exchange, international money transfer and physical gold and silver bullion services from its Sydney location.

FX Risk Solutions

FX Risk Solutions is a Brisbane foreign-exchange provider serving corporates, institutions and high-net-worth clients with spot, forwards, swaps, NDFs, options, international payments and FX risk management.

Liquid Noble

Liquid Noble is an East Brisbane precious-metals platform enabling registered customers to acquire, hold, transfer, sell and physically redeem pool-allocated metals backed by bullion stored in Australia.

DW Private Wealth

5.0(1 review)Rated 5.0 out of 5 on Google, 1 review, as of 23 Oct 2026

DW Private Wealth is a Yarralumla financial planning practice led by Steve Wang. It connects investments, superannuation and retirement plans to client priorities such as reducing debt, family time, travel and charitable giving.

AvaTrade Australia

AvaTrade Australia is a Greater Sydney provider focused on CFD, foreign-exchange and multi-asset trading. It combines local operations, digital market access and ongoing client support for eligible customers.