Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Melbourne, Australia

Name: Insurance brokers for wealth planning based in Melbourne, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 85 companies tracked

RevenueBase identified 85 insurance brokers for wealth planning headquartered in Melbourne, Australia as of September 2026 and tracks 899 professional contacts across them, including 501 with verified work emails. Sydney is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Melbourne, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

85Companies

899Contacts tracked

501Verified emails

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The 25 largest insurance brokers for wealth planning based in Melbourne, Australia

Ranked by team size

Top 25 of 85 insurance brokers for wealth planning based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	The Australian Lending & Investment Centre	Strong evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	51-200	62 contacts →
	Strong evidence “The Australian Lending & Investment Centre (ALIC) is an award-winning financial brokerage which assists clients in achieving their investment goals and building personal wealth…” Source: RevenueBase Database · checked Sep 17, 2026
2	Hewison Private Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	51-200	61 contacts →
	Indirect evidence “Your goals.” Source: RevenueBase Database · checked Sep 17, 2026
3	The Practice	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	51-200	61 contacts →
	Partial evidence “We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.” Source: RevenueBase Database · checked Sep 17, 2026
4	FMD Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	59 contacts →
	Partial evidence “Our experienced advisers know health, wealth and happiness is what most people want from life.” Source: RevenueBase Database · checked Sep 17, 2026
5	Whitbread Insurance Brokers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	51-200	59 contacts →
	Indirect evidence “Empower your vision.” Source: RevenueBase Database · checked Sep 17, 2026
6	Midland Insurance Brokers	Strong evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	40 contacts →
	Strong evidence “For over 30 years, Midland Insurance Brokers has been successful in developing a wide range of bespoke insurance services for small to medium businesses - the result of excellence…” Source: RevenueBase Database · checked Sep 17, 2026
7	MWL Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	51-200	36 contacts →
	Partial evidence “More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.” Source: RevenueBase Database · checked Sep 17, 2026
8	Intralink Wealth Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	33 contacts →
	Partial evidence “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Source: RevenueBase Database · checked Sep 17, 2026
9	Reventon	Strong evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	51-200	31 contacts →
	Strong evidence “Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Source: RevenueBase Database · checked Sep 17, 2026
10	Fitzpatrick & CO Insurance Brokers	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	51-200	27 contacts →
	Partial evidence “Based in Melbourne with over 30 years experience in the industry, the Fitzpatrick group of companies are a major provider of General Insurance, Personal Insurance, Financial…” Source: RevenueBase Database · checked Sep 17, 2026
11	Focus Partners Australia Link Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 17, 2026
12	BRIC	Strong evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	14 contacts →
	Strong evidence “Established in 1996 Bovill Risk & Insurance Consultants Pty Ltd (BRIC) is a boutique insurance broker specialising in professional indemnity and builder’s insurances.” Source: RevenueBase Database · checked Sep 17, 2026
13	Collins House	Indirect evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	13 contacts →
	Indirect evidence “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Source: RevenueBase Database · checked Sep 17, 2026
14	Mckenzie Ross	Indirect evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “At McKenzie Ross, we help businesses gain control in an unpredictable world.” Source: RevenueBase Database · checked Sep 17, 2026
15	Xantias Financial Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	11 contacts →
	Partial evidence “Xantias is the leading wealth management firm for professionals, renowned for our personalised approach, exceptional service, and unwavering commitment to our clients' financial…” Source: RevenueBase Database · checked Sep 17, 2026
16	Personal Financial Services	Indirect evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1-10	10 contacts →
	Indirect evidence “We specialise in providing financial advice to individuals, business owners, associations and superannuation trustees - helping them with strategy and investments to manage, build…” Source: RevenueBase Database · checked Sep 17, 2026
17	Chronos Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Sep 17, 2026
18	Heritage Capital Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1-10	9 contacts →
	Partial evidence “Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families.” Source: RevenueBase Database · checked Sep 17, 2026
19	Wealth Arena	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1-10	9 contacts →
	Partial evidence “Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management.” Source: RevenueBase Database · checked Sep 17, 2026
20	Financial Index Wealth Accountants	Strong evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	51-200	7 contacts →
	Strong evidence “At Financial Index Wealth Accounting we provide comprehensive financial planning advice and wealth accounting to a diverse range of individuals and businesses nationwide.” Source: RevenueBase Database · checked Sep 17, 2026
21	Wilson White Insurance Brokers PTY LTD	Strong evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1-10	7 contacts →
	Strong evidence “Professional General Insurance Brokers” Source: RevenueBase Database · checked Sep 17, 2026
22	Strategic Financial Group Australia	Indirect evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	7 contacts →
	Indirect evidence “SFGA is a privately owned boutique advisory group founded by Jason Sourasis in 2006.” Source: RevenueBase Database · checked Sep 17, 2026
23	Steward Wealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Source: RevenueBase Database · checked Sep 17, 2026
24	Townsend Cobain	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “We believe… Being trusted to manage and invest someone's wealth is a true honour and privilege.” Source: RevenueBase Database · checked Sep 17, 2026
25	Marsh Advantage Insurance PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	6 contacts →
	Partial evidence “Marsh is a global leader in insurance broking and risk management, bringing global, national, and industry-specific solutions.” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance brokers for wealth planning. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 85 insurance brokers for wealth planning based in Melbourne, Australia

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Insurance brokers for wealth planning based in Melbourne, Australia at a glance

As of Sep 17, 2026

55.7%Verified-email coverage

10.6Average contacts per company

1-10Median size (employees)

174.1%Largest-city concentration · Sydney

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 85 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance brokers for wealth planning, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Melbourne, Australia whose own description of what they do matches “insurance brokers for wealth planning”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance brokers for wealth planning), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside Melbourne are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 501 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 17, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Insurance brokers for wealth planning by metro in Australia

Insurance brokers for wealth planning in Sydney148
Insurance brokers for wealth planning in Melbourne85
Insurance brokers for wealth planning in Brisbane46
Insurance brokers for wealth planning in Perth30

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names insurance brokers for wealth planning, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many insurance brokers for wealth planning are there based in Melbourne, Australia?

RevenueBase identified 85 insurance brokers for wealth planning headquartered in Melbourne, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

The Australian Lending & Investment Centre, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

Sydney leads with 148 headquartered companies, followed by Melbourne (85) and Brisbane (46).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 501 verified decision-maker contacts tracked across these 85 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.