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Investment & Wealth Management in Victoria

Explore businesses for Investment & Wealth Management in Victoria. Compare company profiles, capabilities, service areas and contact details, then shortlist suitable companies for a B2B enquiry.

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333 companies found
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How can you shortlist businesses for Investment & Wealth Management in Victoria?

For Investment & Wealth Management in Victoria, define the scope, budget and timing, use business profiles to assess fit, and prioritise the teams worth contacting.

Independent Wealth Partners

Independent Wealth Partners

Rated 4.9 out of 5 on Google, 58 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 66 647 667 249

Independent Wealth Partners is a Melbourne financial advice practice. Combining financial planning and capital management, it offers financial planning, wealth management, investment advisory, asset allocation to individuals and families.

Languages
English
Established
5-10 years
Turnover
$1M - $5M
Employees
11 - 50
Services
View Profile
Eightcap

Eightcap

Rated 3.8 out of 5 on Google, 177 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 73 139 495 944

Eightcap operates from Melbourne as an online CFD broker covering forex, indices, commodities, shares and crypto-related markets, with access through MetaTrader 4, MetaTrader 5 and TradingView.

Languages
English
Established
10+ years
Turnover
$100M+
Employees
51 - 200
Services
View Profile
Woods & Partners

Woods & Partners

  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 81 079 710 679

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.

Languages
English
Established
10+ years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Trade View

Trade View

Rated 4.5 out of 5 on Google, 82 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 51 633 500 115

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.

Languages
English
Established
5-10 years
Turnover
$5M - $10M
Employees
11 - 50
Services
View Profile
ActOn Wealth

ActOn Wealth

Rated 4.9 out of 5 on Google, 78 reviews, as of 23 Oct 2026
  • Geelong, VIC
  • Investment & Wealth Management
  • ABN: 56 619 492 974

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.

Languages
English
Established
5-10 years
Turnover
$1M - $5M
Employees
11 - 50
Services
View Profile
Planet Wealth

Planet Wealth

Rated 5.0 out of 5 on Google, 77 reviews, as of 23 Oct 2026
  • Glen Waverley, VIC
  • Investment & Wealth Management
  • ABN: 99 137 467 362

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.

Languages
English
Established
10+ years
Turnover
$300K - $500K
Employees
2 - 10
Services
View Profile
Rancie Financial

Rancie Financial

Rated 4.9 out of 5 on Google, 53 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 51 636 133 063

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.

Languages
English
Established
5-10 years
Turnover
$500K - $1M
Employees
2 - 10
Services
View Profile
PhillipCapital Australia

PhillipCapital Australia

Rated 5.0 out of 5 on Google, 6 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 14 002 918 247

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.

Languages
English
Established
10+ years
Turnover
$100M+
Employees
51 - 200
Services
View Profile
Bulk Bullion

Bulk Bullion

  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 31 656 497 728

Bulk Bullion is a Melbourne precious-metals dealer focused on physical gold, silver and platinum, with services for larger purchases, online orders, buyback and unallocated bullion from a Collins Street operating base.

Languages
English
Established
1-5 years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Bullion Now

Bullion Now

Rated 4.4 out of 5 on Google, 239 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 50 629 016 468

Bullion Now is a Melbourne-based physical precious-metals dealer specialising in gold, silver, platinum and coin products, combining an online store with a Collins Street location for buying, selling, buyback and customer service.

Languages
English
Established
5-10 years
Turnover
$5M - $10M
Employees
11 - 50
Services
View Profile
Fortune Prime Global

Fortune Prime Global

Rated 5.0 out of 5 on Google, 9 reviews, as of 23 Oct 2026
  • Box Hill, VIC
  • Investment & Wealth Management
  • ABN: 55 147 766 336

Fortune Prime Global (FPG) serves Australian clients through Fortune Prime Global Capital Pty Ltd, offering MT5-based access to forex, indices, commodities and share-related CFD markets from its Victorian operation.

Languages
English, Chinese
Established
10+ years
Turnover
$50M - $100M
Employees
51 - 200
Services
View Profile
GO Markets

GO Markets

Rated 4.0 out of 5 on Google, 75 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 85 081 864 039

GO Markets is an Australian online trading provider headquartered in Melbourne, offering access to forex and multiple CFD markets through platforms including MetaTrader 4 and MetaTrader 5.

Languages
English, Chinese
Established
10+ years
Turnover
$50M - $100M
Employees
51 - 200
Services
View Profile

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