Longest trading · Updated October 2026
Victorian financial planners, longest trading
As of October 2026, the three longest-trading financial planners in Victoria on Staying Power are Corporate Finance (Aust) Pty Ltd (started in 1972; 5.0 from 16 Google reviews), Freedom Wealth Solutions (started in 1979; 5.0 from 11 Google reviews) and Financial Foundations Australia (started in 1983; 5.0 from 147 Google reviews).
- Financial Planners compared
- 275
- Google reviews
- 8,308
- Median rating
- 5.0
| # | Business | Rating | Google reviews | Started | Contact |
|---|---|---|---|---|---|
| 1 | Corporate Finance (Aust) Pty Ltd | 16 Google reviews | 1972 | ||
| 2 | Freedom Wealth Solutions1, 10 Blamey Pl | 11 Google reviews | 1979 | ||
| 3 | Financial Foundations Australia | 147 Google reviews | 1983 | ||
| 4 | Arrow Private Wealth216 Lower Heidelberg Road, Ivanhoe East VIC 3079 | 75 Google reviews | 1983 | ||
| 5 | Moneyplan Australia (MP)80 Keilor Rd, Melbourne VIC 3041 | 54 Google reviews | 1985 | ||
| 6 | Frontier Financial GroupVictory Tower, 416-420 Collins St, Melbourne VIC 3000 | 20 Google reviews | 1988 | ||
| 7 | CCA Financial PlannersLevel 15, 19/401 Docklands Dr | 180 Google reviews | 1989 | ||
| 8 | Required Financial Services | 43 Google reviews | 1991 | ||
| 9 | Collins House | 33 Google reviews | 1992 | ||
| 10 | Rancie FinancialVictory Tower, 416-420 Collins St, Melbourne VIC 3000 | 52 Google reviews | 1999 | ||
| 11 | Mortgage Finance Solutions | 125 Google reviews | 2001 | ||
| 12 | Blue Financial Ballarat | Retirement Planning | 56 Google reviews | 2001 | ||
| 13 | Rapid Finance | 848 Google reviews | 2001 | ||
| 14 | OzPlan Financial Services701 Whitehorse Rd, Melbourne VIC 3132 | 23 Google reviews | 2001 | ||
| 15 | AMEGA Financial Solutions | 27 Google reviews | 2003 | ||
| 16 | Abound Financial & Lifestyle Planning416 Mt Alexander Rd, Melbourne VIC 3032 | 24 Google reviews | 2004 | ||
| 17 | Plan4Wealth | 49 Google reviews | 2005 | ||
| 18 | Morgans Financial Limited - Warrnambool259 Timor St, Warrnambool VIC 3280 | 11 Google reviews | 2005 | ||
| 19 | My Family FinanceBldg C5, Level 1/2 Main St | 48 Google reviews | 2006 | ||
| 20 | MoneyQuest - Greenvale | 65 Google reviews | 2007 | ||
| 21 | MoneyQuest - Mont Albert | 48 Google reviews | 2007 | ||
| 22 | Kasun Wijetunga - MoneyQuest - Clyde28-32 Gloucester Ave, Melbourne VIC 3806 | 47 Google reviews | 2007 | ||
| 23 | Vince Bellier - MoneyQuest - Clyde North | 27 Google reviews | 2007 | ||
| 24 | MoneyQuest - Deer Park | 19 Google reviews | 2007 | ||
| 25 | MoneyQuest - Melton28 Newlyn Resevoir Rd, Newlyn North VIC 3364 | 16 Google reviews | 2007 | ||
| 26 | Maddern Financial Advisers | 16 Google reviews | 2007 | ||
| 27 | Planet Wealth - Financial Advisers Melbourne | 78 Google reviews | 2008 | ||
| 28 | Jensen Financial Planning20 Collins St Level 51, Melbourne VIC 3000 | 24 Google reviews | 2010 | ||
| 29 | TruWealth AdviceLevel 13/200 Queen Street, Melbourne VIC 3000 | 22 Google reviews | 2010 | ||
| 30 | Partners In Planning Carnegie/Glen Huntly/Murrumbeena | 27 Google reviews | 2010 | ||
| 31 | Wealthlab - Financial Advisor - Retirement Planning | 57 Google reviews | 2012 | ||
| 32 | Australian Wealth Solutions | 11 Google reviews | 2012 | ||
| 33 | Whitehead Financial | 41 Google reviews | 2013 | ||
| 34 | LIFESUPERPLAN Financial ServicesWaterman Business Centre, Ste 641, Level 2 UL40/1341 Dandenong Rd | 23 Google reviews | 2013 | ||
| 35 | Finance People | 45 Google reviews | 2014 | ||
| 36 | UFG Consulting Group Pty Ltd | 11 Google reviews | 2014 | ||
| 37 | Finn Financial PlanningLevel 2, Suite 11a/700 High St | 10 Google reviews | 2014 | ||
| 38 | SBA Financial129 Buckley St, Melbourne VIC 3040 | 13 Google reviews | 2015 | ||
| 39 | Viridian | 10 Google reviews | 2015 | ||
| 40 | N P Financials Pty LtdLevel 3, 2 Brandon Park Drive, Wheelers Hill VIC 3150 | 58 Google reviews | 2016 | ||
| 41 | GFM Wealth AdvisoryUnit 1, Level 2/141 Camberwell Rd | 189 Google reviews | 2017 | ||
| 42 | Good-Life Advisory | 17 Google reviews | 2019 | ||
| 43 | Kearney Group Financial Services20 Mollison St, Melbourne VIC 3067 | 120 Google reviews | 2020 | ||
| 44 | LBW Business + Wealth Advisors | 47 Google reviews | 2020 |
Staying Power compared 275 financial planners in Victoria, with 8,308 Google reviews between them. Of these, 44 meet this list's method. The median rating is 5.0 from a median of 9 reviews.
Of the financial planners compared, the most reviewed is Rapid Finance, with 848 Google reviews at 4.8.
How this list is ranked
Businesses are ranked by the year they started, as their own website states it, earliest first. Only businesses rated 4.0 or better from at least 10 Google reviews are listed.
The year is the business's own statement and is not checked against a register, and age alone says nothing about quality.
Questions
- Which financial planners in Victoria have been trading the longest?
- As of October 2026, the three longest-trading financial planners in Victoria on Staying Power are Corporate Finance (Aust) Pty Ltd (started in 1972; 5.0 from 16 Google reviews), Freedom Wealth Solutions (started in 1979; 5.0 from 11 Google reviews) and Financial Foundations Australia (started in 1983; 5.0 from 147 Google reviews).
- How does Staying Power rank financial planners in Victoria?
- Businesses are ranked by the year they started, as their own website states it, earliest first. Only businesses rated 4.0 or better from at least 10 Google reviews are listed. The year is the business's own statement and is not checked against a register, and age alone says nothing about quality.
- How many financial planners in Victoria did Staying Power compare?
- Staying Power compared 275 financial planners in Victoria, with 8,308 Google reviews between them. Of these, 44 meet this list's method. The median rating is 5.0 from a median of 9 reviews.
- Can a business pay to be listed or to rank higher?
- No. Every business is ranked by the same published method, and no business can pay to be listed or to move up.