Directory · AU
Investment Advice in Australia
A register of firms and the professionals working at them in the Investment Advice sector based in Australia. Browse the public index, then filter or export on Kipplo.
Companies
39 on file
The Property Mentors
Started by Luke Harris in 2014, The Property Mentors are a team of active professional property investors and mentors, who know first hand the difference the right planning and strategy can make to any investor’s long term success. The average property investor simply buys a property in an area that they happen to be familiar with, without any real strategic plan. They have the desire to become wealthy, but they don’t have a long term strategic roadmap to help them build a successful property portfolio. This poor planning and lack of research can leave people saddled with underperforming properties that actually stifle their chances of ever growing their portfolio. Successful investors plan and research carefully before purchasing and have plans in place for acquiring their next property, and beyond. The Property Mentors, assist their members to develop their own unique, clear and actionable plan. They then help them to find properties in areas that are in the right phase of the price cycle, considering how each purchase will affect their capacity to acquire the next, The average property investor just buys a property in an area that they happen to be familiar with, without having any real long-term plan. Sure, they have a desire to become wealthy, but they don’t have a long-term strategic plan to build a portfolio. Poor planning and lack of research can leave people saddled with an underperforming property that stifles their chances of ever growing their portfolio. Successful property investors plan and research carefully before purchasing and have plans in place for acquiring their next property and beyond. At The Property Mentors, we guide our members to a have clear and actionable plan. We then help them to find properties in areas that are in the right phase of the price cycle. We also consider how each purchase will affect the investors capacity to acquire the next, and so on, to ensure that you have the best chance to build long-term sustainable wealth.
11 to 50 staff
Unikorn Commercial Property
Helen Tarrant, The Cashflow Queen, is a Commercial Property Buyers Agent and expert with over 12+ years of experience in the Australian commercial property investment space. Helen owns Unikorn Commercial Property Buyers Agency and Commercial Property Education. Helen helps individuals learn how to make educated decisions in commercial property investing. If you are interested in growing your commercial property portfolio, follow Helen on social media, and see her journey of educating others in wealth creation techniques.
11 to 50 staff
Adviseable Pty Ltd
Adviseable offers an unparalleled range of buyers agency services and qualified property investment advice. We purchase property and our job is to save you the hassle of research and negotiation. We will secure each property for you in the best possible area and for the best price possible. Working together with your professional team we can recommend a direct property investment strategy tailored to your needs, financial circumstances and risk profile. We don't sell property, or promote any property from "stock on our books". If you're looking for a great property then we will go out there and find it for you, no matter what your budget, Australia wide. We are Qualified, Licensed and Experienced!
1 to 10 staff
Performance Property
We build and manage property portfolios for sophisticated investors. Talk to one of our PIPA Qualified Property Investment Advisors to discuss where you are at in your 30-year strategy and to discuss your suitability to build one of our flagship $5m,$10m or $20m property portfolios. Performance Property is a property investment specialist working with investors who are serious about growing an established property portfolio that realises exceptional capital growth and represents a solid return on investment. Whether you are an experienced property investor, looking to purchase property for a self managed super fund, or just starting to dip your toe into the property market, having a dedicated team of researchers and qualified investment advisors on your side is critical to a successful property investment strategy. We minimise the risk, reduce the emotion, save you time and money, and only recommend established properties that we would be happy to buy ourselves. Performance Property’s comprehensive property investment reports cover state and suburb property trends and cycles including supply and demand, population and income analysis, economic forecasts, infrastructure activity and tenancy rates. Our due diligence on individual investment properties includes a rigorous checklist of key criteria: property condition, rental return, local supply and demand, neighbourhood assessment, transport, employment and local development.
51 to 200 staff
Dkt Corporation
We are not just an investment company; we are pioneers of change, driven by the boundless opportunities that lie ahead. We firmly believe that change is not just inevitable, but essential for progress. It's a belief rooted in our conviction that technology, as a catalyst for change, holds the key to unlocking a brighter future for humanity.
11 to 50 staff
Juia Gateway
Helping investor to explore a world of investment opportunities in Australia’s thriving agribusiness, energy, and real estate development sectors.
1 to 10 staff
Quarterfive
QuarterFive marks the beginning of a new era in family office advisory, where modern solutions meet timeless values to support the dynamic needs of contemporary high-net-worth families.
11 to 50 staff
Wpg Advisory
Dedicated Buyers Agency and property advisory business, Whether you’re looking for investment opportunities or wanting to owner occupy, we can advise on the best type of property, location, and timing for purchasing given your budget and objectives.
1 to 10 staff
Hightop Financial
We provide simple, easy to understand trusted phone based expert advice around all things superannuation, investments, retirement and risk.
1 to 10 staff
Aitken Mount Capital Partners
Aitken Mount Capital Partners is a privately owned boutique investment advisory firm. We provide bespoke investment advice and equity raising solutions to Corporates, Institutional Investors, Family Offices and High net worth investors.
1 to 10 staff
Fpw Financial Advice
If you are starting your investment journey or looking to grow, FPW Financial Advice is your go to Financial Planning firm. With the experience and know how, our primary aim is to take away any financial stress from your current position by giving you considered options on how you can move forward. Starting your investment journey and insuring you and your family from impacts of illness and/or injury. Building your superannuation and retirement savings inside and outside of super. Helping determine a path out of distractions and difficulty by setting and achieving goals along the journey of life. Maximising retirement outcomes and assisting preserve money for your desired retirement lifestyles. Providing advice to help with aged care and accommodation, to relieve financial stresses and offer of options available. We make things clearer and more consistent allowing you certainty in your decisions and actions in relation to any financial matter. Rodney can advise you on any of life’s hiccups and curve balls as they relate to your need to make decisions that can impact your future financial position. We don’t like to see funds wasted or diminished by unnecessary costs or poor approaches to use of money due to a lack of knowledge. Our clients often need advice and coaching to make better financial decisions. FPW Financial Advice is an ear to hear your concerns and fears. We give you the opportunity to bounce your ideas and offer understanding with your position in navigating your financial life. Simply, we care, we listen, and we help. Director, Rodney Johnstone has been helping people with their financial advice and implementation of advice for over 20 years. With a Bachelor of Business, Diploma of Financial Planning and a Graduate Diploma in Applied Finance, Rodney has the knowledge, experience and know how to assist you on your financial journey.
1 to 10 staff
Mig Sons & Co
Mig Sons & Co is a full-service property investment company in Melbourne having decades of experience and knowledge to make a real estate investment a profitable success.
1 to 10 staff
My Property Strategy
HIGH YIELDS, CAPITAL GROWTH & LOW RISK: TALK TO US ABOUT SMSF AND NDIS PROPERTY INVESTMENT. Backed up by the most current data and industry leading experts, we find, secure, and risk manage your property investment from enquiry to tenancy, delivering the highest standards of a personally tailored client experience. NDIS Property Investment Our approach to sourcing puts NDIS participants first and focusses on where they want to live — this means desirable postcodes with the services they require, medical support and recreational facilities, whether they be parks, beaches, inner-city cafes and restaurants; it’s about a win-win for the participant and investor. Put simply: participant choice and preference drives maximised occupancy. Maximising Occupancy and Capital Growth Our approach is to always source where demand exceeds supply. The end result is a win for NDIS participants who are able to live in high quality housing in sought after areas, as well as for investors, who get returns where NDIS housing is undersupplied around Australia, and that have the highest capital growth potential; maximised occupancy and yields in postcodes that are on their way up in the property price cycle. Self Managed Super Funds (SMSF) We take our due diligence and responsibility to you very seriously, working diligently on your behalf; we focus on postcodes that are undersupplied in locations primed for capital growth, working with builders, mortgage brokers, SMSF experts, SDA providers and SILs. House and Land The Most Important Investment of Our lives. With so much to consider, school districts, public transport and access links, parkland and public infrastructure. Buying a house or land in a country as vast as Australia can be an intimidating but ultimately rewarding endeavor. These are just some of the factors that we consider when giving investment advice to our clients. Come talk to the NDIS expert who the experts turn to for advice
1 to 10 staff
Wealth 21
Wealth 21 is an investment advisory practice based at Unit 12/100 Burnett St, Buderim, Australia.
1 to 10 staff
Greenrock
Since our establishment in 2016, Greenrock Advisory Pty Ltd has remained committed to pursuing excellence in the realm of property investment. This unwavering dedication has allowed us to build a diverse nationwide network of professionals, fostering the exchange of cutting-edge practices and keeping us up-to-date with the latest advancements. As a result, we are able to provide unparalleled service to all of our clients, regardless of their geographical location. We take great pride in assisting over 1,500 investors in achieving their financial and investment goals by offering personalized and sophisticated solutions. Our focus is on supporting families in establishing and managing their wealth, while also optimising it to its fullest potential. We understand that each family is unique, and we recognize the importance of tailoring our wealth services to meet their specific needs. By embracing a holistic perspective and understanding your short- and long-term objectives, we develop customized solutions that align with your individual circumstances. Through this personalized approach, we aim to create a collaborative partnership that promotes inclusivity and ensures that all clients feel valued.
11 to 50 staff
Agrifood Futures
We are a global agrifoodtech specialist building resilient, climate-ready food systems. Through our brands, Agrifood Futures and Farmers2Founders, we catalyse innovation by accelerating early-stage ventures, scaling tech adoption, and connecting startups with investors and key value chain actors. Operating across Asia, Australia, and Europe, our founder growth support, investor platform, and tech adoption programs drive the commercialisation and internationalisation of agrifood innovation at scale.
1 to 10 staff
Catena Capital
Preparing to raise capital? Start with discipline, not a pitch deck. We work with founders who are serious about raising capital — and investors who expect businesses to be properly prepared. Capital raising is competitive, time-consuming and unforgiving, particularly in current market conditions. Strong ideas and ambition are not enough. Founders need credible numbers, clear strategy, disciplined governance and the resilience to sustain a long process. Investors, in turn, are increasingly selective and expect opportunities that are realistic, transparent and ready for scrutiny. Our role is to close that gap. For founders, we focus on genuine investment readiness. This goes well beyond presentation. We help founders develop clear and defensible equity stories, test assumptions, prepare investor-grade financial and governance materials, and set realistic expectations around valuation, timing and capital use. We place strong emphasis on cash runway, execution risk and investor alignment — because these are the issues that determine outcomes once discussions begin. Founders we work with understand that raising capital requires preparation and respect for investor capital. The hard work is done before entering the market, not during it. For investors, we provide access to credible deal flow where businesses have been prepared well in advance of a raise. Founders understand the responsibilities that come with external capital and the long-term implications of investor partnerships. This leads to more efficient diligence and more productive conversations. Our experience spans both Indigenous and non-Indigenous businesses, with a commercially rigorous and culturally informed approach to governance, structure and growth. Credibility: We advise founders and investors across multiple stages of growth, with a focus on capital readiness, investor alignment and execution under real market conditions. If you are preparing to raise capital reach out.
1 to 10 staff
Finnia
We help everyday Australians generate self-sufficient income using property investments, so they no longer need a day job for cash flow. We do this so more Australians can stop compromising their lifestyle choices due to money constraints. This is not a pipedream only for the rich and elite, it’s an achievable reality anyone can achieve.
11 to 50 staff
Intelligent Wealth
Intelligent Wealth Pty Ltd | ABN 91 608 829 401 | Corporate Authorised Representative 001280145 of The Leaders Investment Manager Limited | ABN 36 003 627 085 | AFSL 240776
1 to 10 staff
Investor Desk - Vijay Raj Portfolio Manager
Provide investment ideas to clients that enable them to navigate and achieve success in complex markets by looking at both qualitative and quantitative factors and then make our decision about which stocks to recommend.
51 to 200 staff
Lloyds Wealth Management
At Lloyds Wealth Management we provide quality service, and aim empower our clients to make informed financial decisions achieved through collaboration and tailored financial solutions, allowing them to build and preserve wealth enabling them to live the lifestyle the desire. Through quality financial advice we help our clients build and preserve wealth allowing them to achieve individual and family goals.
1 to 10 staff
P16
P16 helps Mortgage Brokers, Accountants and Financial Planners create and run their own Buyers Agency, Property investing coaching and Rental division that utilizes our staff, Real Estate Liscence and expertise. P16 is uniquely placed to help small firms create both an asset and an income stream they own and is sellable over time while adding real value to their clients. Whether it's within our employed or our self employed business model; we provide the help and expertise for success of your business and clients. P16 is the leading full service property wealth consultancy and the only specialist SMSF property advisors in Australia. We are a team of qualified and experienced buyers agents, mortgage advisers, financial planners, tax accountants and suburb researchers. The team at P16 makes people dream of wealth creation using property a reality. We are here to provide you education, coaching, advice and support in property investing to help you live life wealthier.
1 to 10 staff
Spig Property Advisory
From Family Legacy to Empowering Yours: My Drive as CEO of Sovereign Property Investors Ever wondered what drives a CEO? For me, it all started with family. My grandfather, a successful developer, left a legacy that sparked my passion for property. Helping my father manage finances at a young age opened my eyes to the world of finance. But it's not just about the past. I believe everyone deserves a chance to build a secure future through property ownership. That's why I'm the CEO of Sovereign Property Investors, Australia's leading buyers' agency. Here's what Sovereign Property Investors can do for YOU: Unlock Your Potential: We go beyond property. We help you discover your untapped financial potential to achieve your dreams. Strategic Property Selection: Our expertise ensures you find the perfect property to build your wealth.$8k/Month Freedom: Imagine the possibilities! Our strategies can help you achieve significant passive income in just 8 years. My passion is helping others achieve financial success and personal growth through smart property investment. Are you ready to embark on your journey to financial freedom? Join Sovereign Property Investors and let's build your brighter future together!#PropertyInvestment #FinancialEmpowerment #SovereignPropertyInvestors #Australia
1 to 10 staff
Technology Brokers Australia
We specialise in simplifying Technology Acquisition and facilitating Capital Raising, bringing unparalleled expertise to empower Organisations and Founders alike. Capital Raising: We work with Founders, Startups and Directors to secure the Funding they need to grow and thrive. From Seed Funding to Late-Stage Investments, we connect businesses with Angel Investors, Venture Capital, Private Equity, and Family Offices. Our expertise extends to creating Exit Strategies, Trade Sales, and Earn-Outs, as well as fostering relationships with Institutional Investors, Corporate Venture Capital, and Impact Investors. We provide the guidance and network required to navigate the complexities of modern fundraising. Simplifying Tech Acquisition: For Enterprises, Defence and Government Organisations, we deliver impartial advice and tailored solutions to optimise Technology Procurement and Integration. Our approach includes leveraging Industry Playbooks, skilled contract Engineering, and Cost-Out Strategies to streamline IT and Operational Technologies. Whether it's Next-Generation advancements in AI, Big Data, ESG, or Cybersecurity, or ensuring Legacy Systems are supported with precision, we focus on delivering Cost-Effective and Scalable results. With a unique blend of technical and financial acumen, we help Organisations reduce complexity, unlock value and achieve their strategic goals. Whether you're looking to acquire Transformative Technologies or Raise the Capital needed to take your business to the next level, let's connect and explore the possibilities.
1 to 10 staff
