Company lists · Data refreshed September 2026

Top 24 Life insurance consulting firms based in Melbourne, Australia

Name: Life insurance consulting firms based in Melbourne, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 45 companies tracked

RevenueBase identified 45 life insurance consulting firms headquartered in Melbourne, Australia as of September 2026 and tracks 384 professional contacts across them, including 79 with verified work emails. Across Australia, Sydney is the largest hub for this category (56 companies); Melbourne follows with 45.

This list covers life insurance consulting firms 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 28, 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 28, 2026 86% judged on-target in blind review

45Companies

384Contacts tracked

79Verified emails

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The 24 largest life insurance consulting firms based in Melbourne, Australia

Ranked by team size

Top 24 of 45 life insurance consulting firms based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to life insurance consulting firms: 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	Financial Coaching PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	15 contacts →
	Partial evidence “Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.” Source: RevenueBase Database · checked Sep 28, 2026
2	IFS Insurance Solutions	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	14 contacts →
	Strong evidence “IFS Insurance Solutions is a licensed insurance broking and consulting firm and the leading provider of insurance services for the industry superannuation fund network.” Source: RevenueBase Database · checked Sep 28, 2026
3	Collins House	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 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 28, 2026
4	Safeguard Life	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Safeguard Life is a specialised life and personal insurance advice business.” Source: RevenueBase Database · checked Sep 28, 2026
5	Lowe Lippmann Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Sep 28, 2026
6	Legacy Risk Advice	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “At Legacy Risk Advice, we take a trusted, confidential approach, tailored to your circumstances and most importantly, specific to your occupation.” Source: RevenueBase Database · checked Sep 28, 2026
7	Woods & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Source: RevenueBase Database · checked Sep 28, 2026
8	Dreamwealth Financial Strategists	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	Milbourne Insurance Solutions	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Milbourne Insurance is a trusted provider of advice specialising in using life and personal insurance to provide solutions to personal and business problems.” Source: RevenueBase Database · checked Sep 28, 2026
10	Allan Advisory Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
11	Gain Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Maybe your life’s not on the steady, or maybe you’re just not numbers ready, whatever the case may be, you need an adviser that’s at the ready.” Source: RevenueBase Database · checked Sep 28, 2026
12	YTM Group PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “At YTM Group, we offer a comprehensive suite of financial and legal services designed to help individuals, families, and businesses achieve their goals.” Source: RevenueBase Database · checked Sep 28, 2026
13	The Lion Partnership	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “The Lion Partnership is a privately owned, specialist consultancy group that has been helping organisations optimise their insurance and risk management arrangements for over a…” Source: RevenueBase Database · checked Sep 28, 2026
14	Avanir PTY LTD	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “At Avanir, we understand that life insurance isn’t just a policy-it’s peace of mind, a safeguard for your loved ones and your business, and a cornerstone of financial resilience.” Source: RevenueBase Database · checked Sep 28, 2026
15	Verdure Financial Planning Solutions	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Verdure Financial Planning Solutions is a Specialist Financial Planning and Insurance Advisory business that works with individuals and business owners to help them achieve their…” Source: RevenueBase Database · checked Sep 28, 2026
16	Port Phillip Insurance Services P L	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Commercial Insurance Advisors that Come to You: Often making on-site visits for business insurance clients, Port Phillip Insurance Services takes the time to understand your…” Source: RevenueBase Database · checked Sep 28, 2026
17	Resilient Risk Consulting	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “We have a proven track record of helping our clients to obtain the best value for their risk capital and for their insurance (risk transfer) program, by ensuring there are no gaps…” Source: RevenueBase Database · checked Sep 28, 2026
18	Craig Financial Services PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Craig Financial Services provides fully comprehensive advice and tailor-made strategies to help clients achieve their financial dreams.” Source: RevenueBase Database · checked Sep 28, 2026
19	Hudson Advisory Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Our goal at Hudson Advisory Group is to help our clients enjoy their lives to the fullest while preserving the security of their future, through providing a long-term service of…” Source: RevenueBase Database · checked Sep 28, 2026
20	Life Tech Assist	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Life Tech Assist is an independent life insurance technical support service specifically designed for financial planners that want independent assistance with their life insurance…” Source: RevenueBase Database · checked Sep 28, 2026
21	SUNCX	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “SunCX is a boutique consulting firm providing actuarial services with a strategic approach and commercial mindset.” Source: RevenueBase Database · checked Sep 28, 2026
22	Equity & LAW Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “At Equity & Law WEALTH, we are passionate in helping our valued clients obtain a secure financial future and achieve this due to having the required financial knowledge fit for…” Source: RevenueBase Database · checked Sep 28, 2026
23	Raven Advisory PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Raven Advisory was born from a desire to create a business that contributes strategically in the insurance and broader business sector.” Source: RevenueBase Database · checked Sep 28, 2026
24	Axial Wealth Management PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	n/a	1 contacts →
	Indirect evidence “Axial strives to deliver the best quality advice and service.” Source: RevenueBase Database · checked Sep 28, 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: life insurance consulting firms. 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 life insurance consulting firms.
Partial evidence: Its own public description names part of life insurance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name life insurance consulting firms. 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 24 of 45 life insurance consulting firms based in Melbourne, Australia

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Life insurance consulting firms based in Melbourne, Australia at a glance

As of Sep 28, 2026

20.6%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 45 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 life insurance consulting firms, 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 “life insurance consulting firms”. 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 life insurance consulting firms), 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 life insurance consulting firms, 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, 79 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 28, 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.

Life insurance consulting firms by metro in Australia

Life insurance consulting firms in Sydney56

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 life insurance consulting firms, 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 life insurance consulting firms are there based in Melbourne, Australia?

RevenueBase identified 45 life insurance consulting firms 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?

Financial Coaching PTY LTD, headquartered in Melbourne, tops this list with the largest team on record.

Which city in Australia has the most life insurance consulting firms?

Sydney leads Australia with 56 headquartered companies, followed by Melbourne (45) and Brisbane (20).

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 79 verified decision-maker contacts tracked across these 45 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 28, 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.