Financial Advisory

Financial advisers in Western Victoria work on planning, investments, super and retirement, insurance and estate strategies, cash flow, SMSFs and mortgages for individuals, families and businesses.

Open now★ 4.0 and upFinancial Consultants & Planners 103Finance Broker 9

Showing 1 to 20 of 115

Ambleside Wealth Advisers

Financial Consultants & Planners
129 Kepler St, Warrnambool VIC 3280
WarrnamboolOpen · closes 5pm★ 5.0

Ballarat Finance Group

Finance Broker
12 Camp St, Ballarat Central VIC 3350
Ballarat CentralHours not listed★ 5.0

Belfast Wealth Management

Financial Consultants & Planners
shop 4/22 Bank St, Port Fairy VIC 3284
Port FairyOpen · closes 4pm★ 5.0

BLS Financial

Financial Consultants & Planners
141 View St, Bendigo VIC 3550
BendigoOpen · closes 5pm★ 5.0

Capstone Financial Planning

Financial Consultants & Planners
15 Armstrong St S, Ballarat Central VIC 3350
Ballarat CentralOpen · closes 5pm★ 5.0

CornucopiaFP

Financial Consultants & Planners
17 Baines Cres, Torquay VIC 3228
TorquayOpen · closes 5pm★ 5.0

DKG Financial Group

Financial Consultants & Planners
431 Hargreaves St, Bendigo VIC 3550
BendigoOpen · closes 5pm★ 5.0

Fiducian Financial Services

Financial Consultants & Planners
Suite 13/706 Sturt St, Ballarat Central VIC 3350
Ballarat CentralOpen · closes 5pm★ 5.0

Greybox Wealth

Financial Consultants & Planners
47 High St, Bendigo VIC 3550
BendigoOpen · closes 5pm★ 5.0

Income Solutions Colac

Financial Consultants & Planners
39 Gellibrand St, Colac VIC 3250
ColacOpen · closes 5pm★ 5.0

LPM Finance

Finance Broker
Level 1/31 Killians Walk, Bendigo VIC 3550
BendigoOpen · closes 5pm★ 5.0

Making Cents of Money

Financial Consultants & Planners
21 View Pt, Bendigo VIC 3550
BendigoOpen · closes 5pm★ 5.0

MOR Financial Planners

Financial Consultants & Planners
406 Dana St, Ballarat Central VIC 3350
Ballarat CentralOpen · closes 5:30pm★ 5.0

Frequently asked questions

What services do Financial Advisory firms in Western Victoria provide?

Firms in Western Victoria provide personalised financial planning, retirement and superannuation strategies, SMSF advice, investment management, cash flow and budgeting support, insurance and risk protection, estate planning, and aged care guidance.

Can I get advice on mortgages and lending from a financial adviser?

Yes, many advisers help with home loans, refinancing, investment property loans, debt consolidation and asset finance options.

What should I bring to my first financial planning meeting?

Bring recent payslips, super statements, investment and loan details, insurance policies, a basic budget, and a list of goals and questions.

How do financial advisers charge fees and are they independent?

Advisers may charge flat fees, hourly rates or percentage-based fees, and some are independent while others are aligned, so ask how fees work and whether the advice is product-independent.

How many Financial Advisory listings are there in Western Victoria?

WesternVIC has 115 Financial Advisory listings in Western Victoria. They are spread across 22 towns. Bendigo has the most with 33, then Ballarat Central with 27.

Which Financial Advisory listings in Western Victoria are open on Sunday?

None of the 90 that list their opening hours are open on Sunday.

How are Financial Advisory listings in Western Victoria rated?

39 of the 48 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 Advisory | WesternVIC