Find & Compare Investment & Wealth Management Providers in Australia

Henry Financial Group

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

Henry Financial Group traces its history to 1987, when the practice was founded by Leonie Henry. We advise professionals, families, business owners and retirees on financial decisions that may become more complicated over time.

Plutuss

Plutuss is the financial planning brand operated by Securing You Financially Pty Ltd, with a Brisbane office on Eagle Street. We consider borrowing, investing and protection together within a practical household plan.

Woods & Partners

Woods & Partners is a Melbourne financial advice practice. Employee-owned and founded in 1984, it offers financial planning, wealth management, retirement planning, superannuation advice, smsf advice to individuals and families.

Brisbane Gold Company

4.8(487 reviews)Rated 4.8 out of 5 on Google, 487 reviews, as of 23 Oct 2026

Brisbane Gold Company is a Brisbane CBD precious-metals dealer offering gold, silver and platinum bullion trading, pool-allocated metal accounts, SMSF products, buy-back and physical settlement services.

Trade View

4.5(82 reviews)Rated 4.5 out of 5 on Google, 82 reviews, as of 23 Oct 2026

Trade View is a Melbourne-headquartered trading and technology business providing access to shares, options, futures, forex and commodities, supported by Trade View X Pro, automated-trading capabilities and tailored execution workflows.

MiQ Private Wealth

5.0(13 reviews)Rated 5.0 out of 5 on Google, 13 reviews, as of 23 Oct 2026

MiQ Private Wealth has an Australian office network including Gungahlin, Canberra. It provides wealth, superannuation, retirement, protection and aged-care advice, with multilingual support depending on adviser availability.

ActOn Wealth

4.9(78 reviews)Rated 4.9 out of 5 on Google, 78 reviews, as of 23 Oct 2026

ActOn Wealth is a Melbourne financial advice practice. Founded in 2017 with a Geelong office, it offers financial planning, wealth management, investment advisory, retirement planning, superannuation advice to individuals and families.

LifePath Financial Planning

5.0(13 reviews)Rated 5.0 out of 5 on Google, 13 reviews, as of 23 Oct 2026

LifePath Financial Planning provides financial planning from Upper Mount Gravatt and Albion in Brisbane. We help individuals and families navigate wealth-building, retirement and the financial questions that may accompany later-life care.

Planet Wealth

5.0(77 reviews)Rated 5.0 out of 5 on Google, 77 reviews, as of 23 Oct 2026

Planet Wealth is a Melbourne financial advice practice. Serving Melbourne's eastern suburbs, it offers financial planning, wealth management, investment advisory, portfolio management, superannuation advice to individuals and families.

Rancie Financial

4.9(53 reviews)Rated 4.9 out of 5 on Google, 53 reviews, as of 23 Oct 2026

Rancie Financial is a Melbourne financial advice practice. Located on Collins Street, it offers financial planning, investment advisory, portfolio management, retirement planning, superannuation advice to individuals and families.

PhillipCapital Australia

5.0(6 reviews)Rated 5.0 out of 5 on Google, 6 reviews, as of 23 Oct 2026

PhillipCapital Australia is a Melbourne-headquartered securities, forex and investment-services provider covering Australian and international shares, margin forex, online trading, advisory, corporate finance and funds-related services.

ACY Securities

4.4(101 reviews)Rated 4.4 out of 5 on Google, 101 reviews, as of 23 Oct 2026

ACY Securities 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.