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We’re here to give you expert guidance from licensed advisors who understand Melbourne's unique financial landscape.
16+ years
helping Melbourne clients
5 star
Google reviews
1000+
clients served and counting
Discover Financial Partners is Melbourne based, but services all of Australia. We work to provide our clients with financial clarity & confidence.
Through our personalised financial planning and dedicated service from our Melbourne based Financial Advisors we can get you on your Financial Roadmap to success and the life you want.
Melbourne Clients Trust Discover Financial Partners
Why Choose Us as Your Financial Advisor in Melbourne?
We make it our business to be different from the rest and here’s why…
Local Expertise from Melbourne-Based Financial Advisors
We make it our mission to stay up-to-date and know what’s going in our field.
ASIC licensed advisors with CFP® and other credentials
Knowing you have a highly qualified Melbourne team serving you creates peace of mind.
Transparent fee structures & personalised service
We offer clear fees and personalised service that adapts to your needs through every stage of life.
Proven results &
financial success
We’re dedicated to delivering you success and the results to meet your financial goals. Like we have for many Australians already.
360° financial
planning
We want to understand ALL about you so we can create a full 360 degree plan that suits your life and goals.
Breaking down
the complex
Our job is to make it easy and clear so you have the confidence to know what’s happening with your money.
Meet Your Melbourne Financial Advisors
Building the right team around you means everything to your financial journey. We’re experienced, trusted and local. We love what we do. We take our jobs seriously. And we care deeply.
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How do I choose a financial adviser in Melbourne?Here are five essential steps to help you choose the best financial advisor in Melbourne: 1. Understand Your Financial Needs 2. Verify Credentials and Licensing 3. Seek Recommendations and Do Your Research 4. Assess Independence and Fee Transparency 5. Book a Discovery Meeting and Evaluate Compatibility We've got comprehensive info on this here and even a free downloadable checklist right here to help you.
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What should I ask before hiring a Financial Advisor?There's some really important questions to ask like: Independence – Are they tied to any financial institutions? Fee structure – Do they charge fixed fees, hourly rates, or commissions? Transparency – Will they clearly explain what you’re paying for? How they work - Ask how they work with clients? You can see more information here on how to choose an adviser
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Are advisors regulated in Australia?Yes, absolutely. To legally provide financial advice in Australia, a person must hold an Australian Financial Services (AFS) licence or be an authorised representative of one. We've got a great article on this topic "Why is it illegal to give financial advice without a license in Australia?"
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Where are you based in Melbourne?We service all of Melbourne and even Australia. We have an office located in Richmond, Melbourne and advisers dedicated to different parts of Melbourne. We work with clients in a location convenient to you or virtually.
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