Company lists · Data refreshed October 2026
Top 20 Life insurance planning firms based in Melbourne, Australia
RevenueBase identified 30 company matches for life insurance planning firms associated with Melbourne, Australia as of October 2026 and tracks 199 professional contacts across them, including 107 with verified work emails. Across Australia, Sydney is the largest hub for this category (40 companies); Melbourne follows with 30.
This list covers company matches for life insurance planning firms 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 October 17, 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 20 largest life insurance planning firms based in Melbourne, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 60 contacts → | ||||
Exact match “Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 45 contacts → | ||||
Exact match “Our purpose is simple – protecting what’s important to you.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 8 contacts → | ||||
Exact match “Milbourne Insurance is a trusted provider of advice specialising in using life and personal insurance to provide solutions to personal and business problems.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 6 contacts → | ||||
Exact match “The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 5 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “At Legacy Risk Advice, we take a trusted, confidential approach, tailored to your circumstances and most importantly, specific to your occupation.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “At iprosper we pride ourselves on delivering quality financial advice to everyday Australians.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “Our mission is to provide lifetime financial solutions by thoroughly understanding your individual needs and goals.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Craig Financial Services provides fully comprehensive advice and tailor-made strategies to help clients achieve their financial dreams.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Integer Financial Group is a boutique financial services firm which specialises in personal insurance.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “SMART Financial Advisory is a Melbourne based Financial Planning practice specialising in investment advice, insurance, retirement, superannuation and estate planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Foreman Financial Group was founded out of a desire to provide clients with a tailored and personal approach to their financial future.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Life Tech Assist is an independent life insurance technical support service specifically designed for financial planners that want independent assistance with their life insurance…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “We are an accredited financial planning business and have been providing financial advice since 2011.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Axial strives to deliver the best quality advice and service.” Recorded in the RevenueBase company graph · Oct 17, 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 “life insurance planning firms”. 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 20 of 30 life insurance planning firms based in Melbourne, Australia
See the full list, filter by size, metro and specialty, and access 107 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Life insurance planning firms based in Melbourne, Australia at a glance
As of Oct 17, 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 30 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 “life insurance planning firms” 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 107 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 October 17, 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.
Life insurance planning firms 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many life insurance planning firms are there based in Melbourne, Australia?
RevenueBase identified 30 company matches for life insurance planning firms associated with Melbourne, Australia as of October 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?
FMD Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most life insurance planning firms?
Sydney leads Australia with 40 company records, followed by Melbourne (30) and Brisbane (17).
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 107 professional contacts with verified work emails tracked across these 30 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 October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 30 life insurance planning firms based in Melbourne, Australia. Start with a free account, no credit card.
Download this list →Related lists
Life insurance planning firms by geography
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- Life insurance planning firms based in Vancouver, Canada
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
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Sydney, Australia
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Company intelligence · public preview
Top 20 life insurance planning firms 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 30 matching company records for life insurance planning firms based in Melbourne, Australia, with 199 tracked contacts and 107 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 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 20 life insurance planning firms 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 |  FMD Financialfmd.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 60 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | SKYEskye.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 45 contacts → |
“Our purpose is simple – protecting what’s important to you.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Milbourne Insurance Solutionsmilbourne.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Milbourne Insurance is a trusted provider of advice specialising in using life and personal insurance to provide solutions to personal and business problems.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Woods & Partnerswoodspartners.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Allan Advisory Groupallanadvisorygroup.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 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 · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Legacy Risk Advicelegacyriskadvice.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“At Legacy Risk Advice, we take a trusted, confidential approach, tailored to your circumstances and most importantly, specific to your occupation.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Iprosper Financial Planningiprosperfinancialplanning.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 5 contacts → |
“At iprosper we pride ourselves on delivering quality financial advice to everyday Australians.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Verdure Financial Planning Solutionsvfps.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Rate Grouprategroup.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“Our mission is to provide lifetime financial solutions by thoroughly understanding your individual needs and goals.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Craig Financial Services PTY LTDcraigfinancialservices.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“Craig Financial Services provides fully comprehensive advice and tailor-made strategies to help clients achieve their financial dreams.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Avanir PTY LTDavanir.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“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.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Integer Financial Groupintegerfg.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Integer Financial Group is a boutique financial services firm which specialises in personal insurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Smart Financial Advisory PTY LTDsfadvisory.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“SMART Financial Advisory is a Melbourne based Financial Planning practice specialising in investment advice, insurance, retirement, superannuation and estate planning.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Foreman Financial Group PTY LTDforemanfg.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Foreman Financial Group was founded out of a desire to provide clients with a tailored and personal approach to their financial future.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ritch Life Adviceritchlife.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Life Tech Assistlifetechassist.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Life Tech Assist is an independent life insurance technical support service specifically designed for financial planners that want independent assistance with their life insurance…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Pathways 2 Wealth PTY LTDpathways2wealth.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“We are an accredited financial planning business and have been providing financial advice since 2011.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Equity & LAW Wealthequityandlawwealth.comHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Axial Wealth Management PTY LTDaxialwealth.com.au HQ: Melbourne, AustraliaReported employees: Not recorded | Melbourne, Australia | Not recorded | Exact match | 1 contacts → |
“Axial strives to deliver the best quality advice and service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 30 company matches
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Life insurance planning firms: dataset insights
October 17, 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
29 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 30 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: October 17, 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 ↗
Life insurance planning firms by metro in Australia
Questions about this company list
What does Exact match mean for life insurance planning firms?
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 life insurance planning firms did RevenueBase find based in Melbourne, Australia?
The saved snapshot records 30 matching company records, 199 tracked contacts and 107 verified emails. The public preview displays 20 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: October 17, 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
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
- Life insurance planning firms based in Edmonton, Canada
- Life insurance planning firms based in Mississauga, Canada
- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
- Life insurance planning firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 20 life insurance planning firms based in Melbourne, Australia. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-firms/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
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
- Life insurance planning firms based in Calgary, Canada
Company intelligence · public preview
Top 20 life insurance planning firms based in Melbourne, Australia
RevenueBase records 30 matching company records for life insurance planning firms based in Melbourne, Australia, with 199 tracked contacts and 107 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 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 20 life insurance planning firms 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 | FMD Financialfmd.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 60 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | SKYEskye.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 45 contacts → |
“Our purpose is simple – protecting what’s important to you.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Milbourne Insurance Solutionsmilbourne.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Milbourne Insurance is a trusted provider of advice specialising in using life and personal insurance to provide solutions to personal and business problems.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Woods & Partnerswoodspartners.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Allan Advisory Groupallanadvisorygroup.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 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 · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Legacy Risk Advicelegacyriskadvice.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“At Legacy Risk Advice, we take a trusted, confidential approach, tailored to your circumstances and most importantly, specific to your occupation.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Iprosper Financial Planningiprosperfinancialplanning.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 5 contacts → |
“At iprosper we pride ourselves on delivering quality financial advice to everyday Australians.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Verdure Financial Planning Solutionsvfps.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Rate Grouprategroup.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“Our mission is to provide lifetime financial solutions by thoroughly understanding your individual needs and goals.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Craig Financial Services PTY LTDcraigfinancialservices.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“Craig Financial Services provides fully comprehensive advice and tailor-made strategies to help clients achieve their financial dreams.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Avanir PTY LTDavanir.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“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.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Integer Financial Groupintegerfg.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Integer Financial Group is a boutique financial services firm which specialises in personal insurance.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Smart Financial Advisory PTY LTDsfadvisory.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“SMART Financial Advisory is a Melbourne based Financial Planning practice specialising in investment advice, insurance, retirement, superannuation and estate planning.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Foreman Financial Group PTY LTDforemanfg.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Foreman Financial Group was founded out of a desire to provide clients with a tailored and personal approach to their financial future.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ritch Life Adviceritchlife.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Life Tech Assistlifetechassist.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“Life Tech Assist is an independent life insurance technical support service specifically designed for financial planners that want independent assistance with their life insurance…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Pathways 2 Wealth PTY LTDpathways2wealth.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“We are an accredited financial planning business and have been providing financial advice since 2011.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Equity & LAW Wealthequityandlawwealth.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Axial Wealth Management PTY LTDaxialwealth.com.au HQ: Melbourne, AustraliaReported employees: Not recorded | Melbourne, Australia | Not recorded | Exact match | 1 contacts → |
“Axial strives to deliver the best quality advice and service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Life insurance planning firms: dataset insights
October 17, 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
29 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 30 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: October 17, 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 ↗
Life insurance planning firms by metro in Australia
Questions about this company list
What does Exact match mean for life insurance planning firms?
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 life insurance planning firms did RevenueBase find based in Melbourne, Australia?
The saved snapshot records 30 matching company records, 199 tracked contacts and 107 verified emails. The public preview displays 20 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: October 17, 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
Life insurance planning firms by geography
- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Sydney, Australia
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- Life insurance planning firms based in Rio De Janeiro, Brazil
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- Life insurance planning firms based in Calgary, Canada
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- Life insurance planning firms based in Montreal, Canada
- Life insurance planning firms based in Ottawa, Canada
- Life insurance planning firms based in Toronto, Canada
- Life insurance planning firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 20 life insurance planning firms based in Melbourne, Australia. Snapshot: October 17, 2026. https://revenuebase.ai/companies/life-insurance-planning-firms/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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- Life insurance planning firms based in Buenos Aires, Argentina
- Life insurance planning firms based in Sydney, Australia
- Life insurance planning firms based in Belo Horizonte, Brazil
- Life insurance planning firms based in Rio De Janeiro, Brazil
- Life insurance planning firms based in Sao Paulo, Brazil
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