Company lists · Data refreshed November 2026
Top 22 Legacy planning advisors based in Melbourne, Australia
RevenueBase identified 36 company matches for legacy planning advisors associated with Melbourne, Australia as of November 2026 and tracks 323 professional contacts across them, including 177 with verified work emails. Across Australia, Sydney is the largest hub for this category (54 companies); Melbourne follows with 36.
This list covers company matches for legacy planning advisors associated with Melbourne, Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 22 largest legacy planning advisors based in Melbourne, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 70 contacts → | ||||
Exact match “Your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 69 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 22 contacts → | ||||
Exact match “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 16 contacts → | ||||
Exact match “For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “SFGA is a privately owned boutique advisory group founded by Jason Sourasis in 2006.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Established in 2008 with a view to providing high-quality, ethical, holistic financial advisory services to clients who want a personal and trusting relationship with an advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Affinity Private Advisors specialises in holistic financial advice for busy professionals and families wishing to create genuine financial independence and intergenerational…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “With over 15 years of experience in Financial Advising and 20 years in the Banking and Finance Industry all under one belt, you can trust that I am an experienced Financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Giles Wade is a boutique strategic and investment advisory firm established in 2011.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Estate Plans • Estate plans crafted by Tony's practice usually include the drafting of complex wills, and associated documentation such as agreements for mutual wills, bespoke…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Financial Planning & Wealth Management - Helping you plan for a brighter future With ever changing superannuation rules, uncertain economic markets and global pandemics, careful…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Estate Planning Equation - Preventative Law provides a range of legal services in areas of practice impacting on a person's structuring and estate planning, with a particular…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Morton Legal Consulting provide expert knowledge on Estate Planning, Tax Law, Personal Succession and Family Business Succession planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Canopy East specialises in helping families effectively coordinate their personal and professional services, ensuring the comprehensive management of wealth, succession planning…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Royce Advisory is a wealth management & investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “At Wealth Investors, we believe wealth is about more than money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Mont Wealth was founded as a boutique, independent wealth advisory firm to provide a higher level of service to investors who deserve more.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Melbourne Strategic Financial provides holistic financial advice focussed on ensuring you make the right decisions at life's turning points.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “legacy planning advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 22 of 36 legacy planning advisors based in Melbourne, Australia
See the full list, filter by size, metro and specialty, and access 177 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Legacy planning advisors based in Melbourne, Australia at a glance
As of Nov 6, 2026Companies by employee count
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 36 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Melbourne, Australia whose business descriptions match “legacy planning advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 177 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Legacy planning advisors by metro in Australia
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “legacy planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning advisors are there based in Melbourne, Australia?
RevenueBase identified 36 company matches for legacy planning advisors associated with Melbourne, Australia as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Hewison Private Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most legacy planning advisors?
Sydney leads Australia with 54 company records, followed by Melbourne (36) and Brisbane (15).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 177 professional contacts with verified work emails tracked across these 36 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36 legacy planning advisors based in Melbourne, Australia. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning advisors based in Sydney, Australia
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Company intelligence · public preview
Top 22 legacy planning advisors based in Melbourne, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 36 matching company records for legacy planning advisors based in Melbourne, Australia, with 323 tracked contacts and 177 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 legacy planning advisors based in Melbourne, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Hewison Private Wealthhewison.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 70 contacts → |
“Your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  The Practicethepractice.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 69 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Prosolution Private Officeprosolution.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 22 contacts → |
“ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Cameron Harrisoncameronharrison.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 16 contacts → |
“For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Collins Housecollinshouse.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 12 contacts → |
“Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Chronos Privatechronosprivate.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealth Arenawealtharena.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 9 contacts → |
“Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Steward Wealthstewardwealth.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Strategic Financial Group Australiasfga.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“SFGA is a privately owned boutique advisory group founded by Jason Sourasis in 2006.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Allan Advisory Groupallanadvisorygroup.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“Established in 2008 with a view to providing high-quality, ethical, holistic financial advisory services to clients who want a personal and trusting relationship with an advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Affinity Private Advisorsaffinityprivate.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“Affinity Private Advisors specialises in holistic financial advice for busy professionals and families wishing to create genuine financial independence and intergenerational…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Dreamwealth Financial Strategistsdreamwealth.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“With over 15 years of experience in Financial Advising and 20 years in the Banking and Finance Industry all under one belt, you can trust that I am an experienced Financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Giles Wadegileswade.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 2 contacts → |
“Giles Wade is a boutique strategic and investment advisory firm established in 2011.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Tony Kelly Lawyer And Estate Plannertonykellylawyer.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Estate Plans • Estate plans crafted by Tony's practice usually include the drafting of complex wills, and associated documentation such as agreements for mutual wills, bespoke…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Davis Private Wealthdavisprivatewealth.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Financial Planning & Wealth Management - Helping you plan for a brighter future With ever changing superannuation rules, uncertain economic markets and global pandemics, careful…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Estate Planning Equationepeq.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Estate Planning Equation - Preventative Law provides a range of legal services in areas of practice impacting on a person's structuring and estate planning, with a particular…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Morton Legal Consultingmortonlegal.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Morton Legal Consulting provide expert knowledge on Estate Planning, Tax Law, Personal Succession and Family Business Succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Canopy Eastcanopyeast.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Canopy East specialises in helping families effectively coordinate their personal and professional services, ensuring the comprehensive management of wealth, succession planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Royce Advisoryroyceadvisory.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Royce Advisory is a wealth management & investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Wealth Investorswealthinvestors.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“At Wealth Investors, we believe wealth is about more than money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Mont Wealth Advisorsmontwealth.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Mont Wealth was founded as a boutique, independent wealth advisory firm to provide a higher level of service to investors who deserve more.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Melbourne Strategic Financialmelbournestrategic.com.au HQ: Melbourne, AustraliaReported employees: Not recorded | Melbourne, Australia | Not recorded | Exact match | 1 contacts → |
“Melbourne Strategic Financial provides holistic financial advice focussed on ensuring you make the right decisions at life's turning points.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 36 company matches
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Legacy planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
35 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 36 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning advisors by metro in Australia
Questions about this company list
What does Exact match mean for legacy planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning advisors did RevenueBase find based in Melbourne, Australia?
The saved snapshot records 36 matching company records, 323 tracked contacts and 177 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Legacy planning advisors by geography
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
- Legacy planning advisors based in Lyon, France
- Legacy planning advisors based in Paris, France
- Legacy planning advisors based in Mumbai, India
- Legacy planning advisors based in Dubai, United Arab Emirates
- Legacy planning advisors based in London, United Kingdom
- Legacy planning advisors based in Atlanta, United States
- Legacy planning advisors based in Austin, United States
Cite this list
RevenueBase Data Team. Top 22 legacy planning advisors based in Melbourne, Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-advisors/australia/melbourne.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning advisors based in Sydney, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
- Legacy planning advisors based in Lyon, France
Company intelligence · public preview
Top 22 legacy planning advisors based in Melbourne, Australia
RevenueBase records 36 matching company records for legacy planning advisors based in Melbourne, Australia, with 323 tracked contacts and 177 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 legacy planning advisors based in Melbourne, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Hewison Private Wealthhewison.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 70 contacts → |
“Your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | The Practicethepractice.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 69 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Prosolution Private Officeprosolution.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 22 contacts → |
“ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Cameron Harrisoncameronharrison.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 16 contacts → |
“For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Collins Housecollinshouse.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 12 contacts → |
“Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Chronos Privatechronosprivate.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealth Arenawealtharena.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 9 contacts → |
“Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Steward Wealthstewardwealth.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Strategic Financial Group Australiasfga.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“SFGA is a privately owned boutique advisory group founded by Jason Sourasis in 2006.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Allan Advisory Groupallanadvisorygroup.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“Established in 2008 with a view to providing high-quality, ethical, holistic financial advisory services to clients who want a personal and trusting relationship with an advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Affinity Private Advisorsaffinityprivate.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“Affinity Private Advisors specialises in holistic financial advice for busy professionals and families wishing to create genuine financial independence and intergenerational…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Dreamwealth Financial Strategistsdreamwealth.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“With over 15 years of experience in Financial Advising and 20 years in the Banking and Finance Industry all under one belt, you can trust that I am an experienced Financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Giles Wadegileswade.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 2 contacts → |
“Giles Wade is a boutique strategic and investment advisory firm established in 2011.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Tony Kelly Lawyer And Estate Plannertonykellylawyer.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Estate Plans • Estate plans crafted by Tony's practice usually include the drafting of complex wills, and associated documentation such as agreements for mutual wills, bespoke…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Davis Private Wealthdavisprivatewealth.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Financial Planning & Wealth Management - Helping you plan for a brighter future With ever changing superannuation rules, uncertain economic markets and global pandemics, careful…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Estate Planning Equationepeq.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Estate Planning Equation - Preventative Law provides a range of legal services in areas of practice impacting on a person's structuring and estate planning, with a particular…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Morton Legal Consultingmortonlegal.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Morton Legal Consulting provide expert knowledge on Estate Planning, Tax Law, Personal Succession and Family Business Succession planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Canopy Eastcanopyeast.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Canopy East specialises in helping families effectively coordinate their personal and professional services, ensuring the comprehensive management of wealth, succession planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Royce Advisoryroyceadvisory.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Royce Advisory is a wealth management & investment advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wealth Investorswealthinvestors.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“At Wealth Investors, we believe wealth is about more than money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mont Wealth Advisorsmontwealth.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Mont Wealth was founded as a boutique, independent wealth advisory firm to provide a higher level of service to investors who deserve more.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Melbourne Strategic Financialmelbournestrategic.com.au HQ: Melbourne, AustraliaReported employees: Not recorded | Melbourne, Australia | Not recorded | Exact match | 1 contacts → |
“Melbourne Strategic Financial provides holistic financial advice focussed on ensuring you make the right decisions at life's turning points.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 36 company matches
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Legacy planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
35 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 36 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning advisors by metro in Australia
Questions about this company list
What does Exact match mean for legacy planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning advisors did RevenueBase find based in Melbourne, Australia?
The saved snapshot records 36 matching company records, 323 tracked contacts and 177 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 22 legacy planning advisors based in Melbourne, Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-advisors/australia/melbourne.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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