Financial Consultants & Planners

Financial consultants and planners across Western Victoria advise on retirement planning, superannuation, investments, insurance, cash flow, mortgages and business matters.

Open now★ 4.0 and up

Showing 1 to 20 of 103

BLS Financial

141 View St, Bendigo VIC 3550
BendigoClosed · opens 9am Thu★ 5.0

CornucopiaFP

17 Baines Cres, Torquay VIC 3228
TorquayClosed · opens 9:30am Thu★ 5.0

Greybox Wealth

47 High St, Bendigo VIC 3550
BendigoClosed · opens 8:30am Thu★ 5.0

MOR Financial Planners

406 Dana St, Ballarat Central VIC 3350
Ballarat CentralClosed · opens 8:30am Thu★ 5.0

Frequently asked questions

What services do Financial Consultants & Planners in Western Victoria typically offer?

They typically offer financial planning, retirement and superannuation advice, SMSF support, investment management, insurance guidance, cash flow and debt strategies, estate planning, and aged care advice.

Do advisers in Western Victoria help with Centrelink or Aged Pension applications?

Yes, advisers often help with Centrelink and Aged Pension applications by reviewing your circumstances, preparing documentation, and aligning retirement income strategies with eligibility requirements.

Can I get help with mortgages and refinancing from a financial planner?

Yes, some financial planning firms offer mortgage broking, loan structuring, refinancing, debt consolidation and asset finance alongside broader advice.

What does an initial consultation usually involve and how long does it take?

An initial consultation commonly takes around 45 to 60 minutes. It involves discussing your goals, current finances and priorities to outline next steps and potential strategies.

How many Financial Consultants & Planners listings are there in Western Victoria?

WesternVIC has 103 Financial Consultants & Planners listings in Western Victoria. They are spread across 20 towns. Bendigo has the most with 29, then Ballarat Central with 24.

Which Financial Consultants & Planners listings in Western Victoria are open on Sunday?

None of the 82 that list their opening hours are open on Sunday.

How are Financial Consultants & Planners listings in Western Victoria rated?

35 of the 42 with a Google rating are rated 4.5 out of 5 or higher. Use the “4.0 and up” filter at the top of this page to see the higher rated ones first.

Top Local Financial Consultants & Planners | WesternVIC