Skip to business listings

Find the best financial planner in Lower Plenty, VIC

View reviews, compare quotes and book professional financial planners in Lower Plenty online.

Average rating of financial planners near Lower Plenty
4.9 based on 197 reviews of 19 businesses

How it works

Get quotes from Lower Plenty financial planners in three easy steps

1

Describe

Tell us what you need and we'll match you with local financial planners.

2

Compare

Receive free quotes and compare prices, reviews, and availability.

3

Connect

Choose the best financial planner for your job based on reviews and price.

Best Lower Plenty financial planners near you

Word of Mouth financial planners in Lower Plenty receive an average rating of 4.9 based off 197 reviews.

Fortune Wealth Creation Group

5.0
109 reviews
Quality 5.0 Service 5.0 Value 5.0
Verified ABN: 16 576 045 658 2025 Award Special Offer
Financial Advisor No. 000410155 Integrity Always. Clear, honest financial guidance Word of Mouth Service Award winner (2012-2025)

"Rashesh is professional, approachable, and genuinely cares about his clients. He took the time to understand my..."

Show number

Wealthlabplus

5.0
13 reviews
Quality 5.0 Service 5.0 Value 5.0
Verified ABN: 29 678 976 424 Special Offer
Melbourne VIC
Tuesday: 9:00am to 5:00pm
Financial Services No. 485478 12+ years of experience Clear, transparent pricing structure

"Scott knows his stuff and really makes sure he looks after you! Also lovely to chat!"

Show number

John Hicks Independent Financial Advice

5.0
4 reviews
Quality 5.0 Service 5.0 Value 5.0
Verified ABN: 29 659 945 463
Yarraville VIC
Tuesday: 9:30am to 5:00pm
Financial Advisor No. 001298797 We don't charge asset based fees We align with your incentives

"John has helped me for many years now. When I first saw him I had another financial planner but they just sent me..."

Show number
Verified ABN: 23 001 774 125
Moonee Ponds VIC
Tuesday: 9:00am to 5:00pm
Financial Services No. 238429 Established in 1979
Show number

Northern Accountants

5.0
3 reviews
Quality 5.0 Service 5.0 Value 5.0
ABN: 40 107 940 545
Bundoora VIC
Tuesday: 9:00am to 5:00pm

"Frank has been looking after my business and personal financial matters for in excess of 10+ years. I wouldn't go..."

Guided Wealth

4.9
20 reviews
Quality 4.8 Service 4.9 Value 4.9
Special Offer
Ringwood VIC
Tuesday: 9am to 5pm

"Daniel & Stephen have been my Financial Advisers since 2011, they were referred by a friend and never looked back. ..."

MCG Advisory

5.0
4 reviews
Quality 5.0 Service 5.0 Value 5.0

"I have never ever felt the need to write a review until I had the pleasure of dealing with Brett @ MCG Advisory. The..."

Showing 20 of 25 businesses

Why our financial planners are different

Expert financial planners

We connect you with qualified Lower Plenty financial planners — not gig workers.

Compare offers and reviews

Get fast responses from local financial planners. Compare prices, reviews, and availability all in one place.

Reviews are earned, not bought

What you see is shaped by thousands of Aussies sharing their experiences over the past 18 years.

More financial planners near you

Are you a business owner?

Join thousands of Australian businesses on Word of Mouth. Get discovered by customers actively looking for your services.