Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Melbourne, Australia

Name: Retirement planning companies based in Melbourne, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 81 companies tracked

RevenueBase identified 81 retirement planning companies headquartered in Melbourne, Australia as of September 2026 and tracks 984 professional contacts across them, including 623 with verified work emails. Sydney is the largest hub.

This list covers retirement planning companies 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 19, 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 19, 2026 86% judged on-target in blind review

81Companies

984Contacts tracked

623Verified emails

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The 25 largest retirement planning companies based in Melbourne, Australia

Ranked by team size

Top 25 of 81 retirement planning companies based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning companies: 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	Viridian Financial Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	201-500	295 contacts →
	Indirect evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 19, 2026
2	Evans & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	150 contacts →
	Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 19, 2026
3	First Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	101 contacts →
	Indirect evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 19, 2026
4	FMD Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	59 contacts →
	Indirect evidence “Our experienced advisers know health, wealth and happiness is what most people want from life.” Source: RevenueBase Database · checked Sep 19, 2026
5	Verse Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “At Verse, we take a wildly different approach to financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
6	Lanteri Partners Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.” Source: RevenueBase Database · checked Sep 19, 2026
7	Prosolution Private Office	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Source: RevenueBase Database · checked Sep 19, 2026
8	Financial Coaching PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 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 19, 2026
9	Focus Partners Australia Link Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 19, 2026
10	Frais Capital PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence “Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.” Source: RevenueBase Database · checked Sep 19, 2026
11	Freedom Strategy Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Source: RevenueBase Database · checked Sep 19, 2026
12	Collins House	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 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 19, 2026
13	Acton Wealth PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “ActOn Wealth is a boutique firm of exceptionally knowledgeable and skilled financial planning advisors.” Source: RevenueBase Database · checked Sep 19, 2026
14	Chronos Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Sep 19, 2026
15	Wealth Arena	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management.” Source: RevenueBase Database · checked Sep 19, 2026
16	Finspective	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Most people didn’t grow up talking about money openly; certainly not at a level where our past & future financial decisions were being assessed or questioned.” Source: RevenueBase Database · checked Sep 19, 2026
17	Eikon Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 19, 2026
18	Lowe Lippmann Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Sep 19, 2026
19	Woods & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 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 19, 2026
20	Dreamwealth Financial Strategists	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 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 19, 2026
21	Allan Advisory Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 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 19, 2026
22	Falconer Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At Falconer Advisers, our mission is simple – to share our collective expertise to help people take control of their financial future and build sustainable wealth.” Source: RevenueBase Database · checked Sep 19, 2026
23	Optalife Financial Services	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Optalife is a boutique financial services firm specialising in providing a comprehensive range of financial solutions designed and tailored to needs of Australians and their…” Source: RevenueBase Database · checked Sep 19, 2026
24	Larkspur Wealth	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Financial Planning We’ll help you review and improve your current financial position to meet your retirement goals.” Source: RevenueBase Database · checked Sep 19, 2026
25	Australian Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Provide strategic financial advice to individuals” Source: RevenueBase Database · checked Sep 19, 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: retirement planning companies. 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 retirement planning companies.
Partial evidence: Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement planning companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

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

Showing 25 of 81 retirement planning companies based in Melbourne, Australia

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Retirement planning companies based in Melbourne, Australia at a glance

As of Sep 19, 2026

63.3%Verified-email coverage

12.1Average contacts per company

1-10Median size (employees)

145.7%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 81 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 retirement planning companies, 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 “retirement planning companies”. 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 retirement planning companies), 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 retirement planning companies, 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, 623 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 19, 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.

Retirement planning companies by metro in Australia

Retirement planning companies in Sydney118
Retirement planning companies in Melbourne81
Retirement planning companies in Brisbane43

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 retirement planning companies, 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 retirement planning companies are there based in Melbourne, Australia?

RevenueBase identified 81 retirement planning companies 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?

Viridian Financial Group, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most retirement planning companies?

Sydney leads with 118 headquartered companies, followed by Melbourne (81) and Brisbane (43).

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 623 verified decision-maker contacts tracked across these 81 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 19, 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.