We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle

Financial Advisors in Melbourne

If you’re seeking expert financial advisors Melbourne residents trust, Setch Group is here to provide personalised strategies tailored to your unique financial goals. Building wealth, planning for retirement, or managing your finances? Our experienced financial advisors Melbourne team is here to simplify the process and help you achieve your goals.

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Why Work With Financial Advisors in Melbourne?

Melbourne is a city full of vibrancy and opportunity, blending cultural richness with a dynamic economy. However, achieving financial independence here often requires expert guidance. A professional financial advisor in Melbourne can help you navigate challenges like rising property costs, growing living expenses, and planning for long-term wealth creation.

At Setch Group, we offer personalised solutions to help you achieve financial security. Our services include:

  • Property investment planning and advice.
  • Debt reduction strategies and cash flow management.
  • Retirement preparation and estate planning.

With Melbourne financial advisors, you can turn aspirations into reality, whether you’re looking to secure your first home, grow your investment portfolio, or plan for early retirement.

Tailored Solutions From Melbourne Financial Advisors

At Setch Group, every financial journey is unique. Our financial planners advisors Melbourne team takes the time to understand your personal circumstances, goals, and challenges to create strategies that evolve with you.

Our approach includes:

  • Superannuation optimisation: Maximise your retirement savings through effective contributions and diversified investments.
  • Investment planning: Develop tailored portfolios designed to balance growth and security.
  • Risk management: Protect your wealth with insurance solutions that provide peace of mind.

We also assist clients in navigating life’s uncertainties, from career changes to financial challenges. By working with financial advisors in Melbourne, you gain access to expert advice that empowers you to make informed decisions at every stage of your journey.

Our services extend to surrounding areas, including South Yarra, Richmond, Brighton, Hawthorn, and Prahran, ensuring you receive support wherever you are.

Why Choose Setch Group as Your Melbourne Financial Advisors?

Setch Group stands out for our dedication to transparency, expertise, and results-driven solutions. Working with us means you’ll benefit from:

No matter where you are on your financial path, our team delivers expert guidance to support your success.

Secure Your Financial Future Today With Our Financial Advisors in Melbourne

Ready to take control of your finances? Contact Setch Group to schedule a no-obligation consultation with our expert financial advisors in Melbourne. Together, we’ll create a personalised plan to help you achieve financial independence and lasting success.

Frequently asked questions

Melbourne financial advisors help you optimise your financial position by creating strategies for wealth growth, retirement planning, and more. From managing investments to budgeting, our advisors ensure your financial goals are achievable.

If you’re looking to improve your financial wellbeing or build sustainable wealth, a financial advisor can provide tailored guidance to support your goals. Our financial advisors Melbourne team specialises in creating personalised plans that align with your aspirations.

Setch Group provides expert advice tailored to your unique circumstances. Our financial advisors in Melbourne specialise in superannuation, investments, and financial planning, ensuring you achieve long-term financial success.

Our Investment Committee comprises highly skilled professionals who monitor markets and evaluate investment products to construct client-specific portfolios. The committee ensures your investments are strategically aligned with your financial goals.

Personalised Advice

Sophisticated Investment Strategies

Cost-Effective Solutions

Comprehensive Financial Education

Case studies

Superannuation and Debt Management

Robert is 59 years old and single. He earns over $150,000 but still has a mortgage, a car loan and personal debt, and is somewhat exposed to rising interest rates.

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Mortgage, Investments and Insurance

Costa and Susan have two children and are in their early thirties. They have a mortgage and surplus savings, they are looking for ways to accumulate wealth and want to consider insurance.

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Retiring Early

Matthew is 49 years old and has children from a previous relationship. He has a house, a car, a boat and a motorbike but a low super balance.

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Portfolio Construction and Wealth Management

Peter and Aisha are in their 40s. Peter is in the construction industry but has not been happy with the performance of his superannuation. He notices that many of the large superannuation funds have investments in office buildings and is curious how infrastructure projects will perform financially as interest rates rise and the risks of these assets classes.

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Investments and Superannuation in the context of Relationship Separation

Sandra is 52 years old and has recently separated from her partner. Sandra owns a house with a mortgage from a previous relationship, and she owns a property with her recent ex-partner, and is looking for guidance in relation to the financial aspects of the separation and how to manage her investments and superannuation.

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Insurance and Wealth Accumulation

Robin and Noa have two young children and are 40 years old. Robin earns close to $90,000 and Noa earns close to $160,000. They have a mortgage and a personal loan, with monthly savings of about $750.

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Financial advice for Blended Families

Weng and Karen are 62 years old and 54 years old respectively and have non-dependent children from previous relationships. They have been divorced.

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Financial Advice for Young Families

Patrick is a devoted father with a young family. He has a solid income and wants his superannuation to work hard for his family’s future. Like many Australians, his superannuation contributions are directed to a fund selected by his employer, which includes basic insurance arrangements. Patrick's scenario is common for people with growing families.

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Wealth Accumulation including Ethical, Sustainable and Governance Investing

Thao is in her late twenties and single. She recently bought an apartment but is renting, and has an interest in wealth accumulation with an ESG theme. Further, one of her friends was in an accident and did not have insurance in place.

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Insurance

Brydon is 37 years old and has been working in the mining industry and contributing to a default superannuation fund offered by his employer. His family circumstances have changed significantly since he started working, in that he has a partner and two children.

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