Build lasting wealth with clarity, confidence, and care

Financial Advisor Melbourne

Personalised investment strategies shaped by your life priorities. We educate, guide and advise through trusted relationships built on understanding and results.

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We believe wealth is

About Us

We help Melbourne professionals, families, and business owners turn income into lasting wealth with clear, boutique financial advice that builds freedom, confidence, and control.

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About Us

We help Melbourne professionals, families, and business owners turn income into lasting wealth with clear, boutique financial advice that builds freedom, confidence, and control.

Know Us More

Our Services

Your money should move as one. We make every part of your strategy work in sync.

Investment Advice

Step away from uncertainty. Portfolios grounded in evidence and developed across shares, property, and managed funds, designed to achieve growth, balance, and control.

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Superannuation & SMSF

Your super is probably your biggest asset. Gain control through customised strategies and SMSF guidance designed for enduring wealth.

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Insurance & Protection

Your financial plan should withstand any challenge. We ensure your income, family, and assets remain protected with services that are both effective and affordable.

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Tax Planning

Avoid last-minute rushes. We assist you in proactive planning, legally reducing liabilities, and aligning your tax strategy with your long-term wealth objectives.

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Estate Planning

Your legacy deserves careful planning. We ensure equitable, and tax-efficient wealth transfer through structures established from the outset.

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Cash Management

Uncertain where your money goes? Is saving more each year important to you?

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Super Investments

Super may become your largest asset. Are you aware of how your Super Money are invested?

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Family Office

Multiple businesses, properties, and investments? Establish a family office to manage them effectively.

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Business Planning

Once your business is making money, you need a plan that serves both yourself and your business.

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About Angel Advisory

We’re not just financial planners. We’re partners in helping you build the life and legacy you want.

Founded by Stefan Angelini, we combine deep technical expertise with real-world experience. Our team acts as a long-term partner, teaching, guiding, and evolving your plan as your life evolves.

We’re:

  • Employee Owned: Owned by Stefan (Founder) and Al (Operations Manager).
  • Transparent: Fixed fees, agreed upfront.
  • Approachable: We speak clearly, not in financial jargon.
  • Accredited: ASIC-licensed and proud members of the FAAA.

We bring clarity to complex decisions, helping you grow, protect, and enjoy your wealth with a team that treats your future like their own.

Meet Your Advisors

We’re:

  • Boutique: No sales targets. No hidden agenda.
  • Transparent: Fixed fees, agreed upfront.
  • Approachable: We speak clearly, not in financial jargon.
  • Accredited: ASIC-licensed and proud members of the FAAA.

We bring clarity to complex decisions, helping you grow, protect, and enjoy your wealth with a team that treats your future like their own.

Meet Your Advisors

Who we help

We support Melbourne professionals, families, business owners, and investors with clear financial strategies that build confidence, protect assets, and drive financial control.

Professionals

Convert paychecks, bonuses, and surplus cash into sustained wealth growth.

Families

Protect what you’ve built and get ready for what’s ahead, from schooling to passing wealth on.

Business Owners

Build wealth within and beyond your business. Structured protection and succession planning.

Investors & SMSF Members

Consolidate, diversify, and manage investments with confidence and full compliance.

Still Waiting for the “Right Time” to Invest?

There isn’t one.
As you wait, markets shift, inflation rises, and opportunities pass by.
Waiting puts your money on hold—while a plan puts it to work.
We convert uncertainty into clear strategies that keep your money moving through every market, cycle, and stage of life.

What to Expect..

  • A plan you actually understand. Exactly what to do next and why
  • One partner for everything. Investments, tax, super, insurance all working together
  • No sales pressure. Boutique advice built solely around your goals
  • Fast, practical wins. Improvements you can see and feel early in the process
  • Ongoing guidance. Progress that continues, even when life gets busy

Start with clarity. Continue with confidence.

Book Your Consultation

Tom Gleeson

Advisor

What to Expect..

  • A plan you actually understand. Exactly what to do next and why
  • One partner for everything. Investments, tax, super, insurance all working together
  • No sales pressure. Independent advice built solely around your goals
  • Fast, practical wins. Improvements you can see and feel early in the process
  • Ongoing guidance. Progress that continues, even when life gets busy

Start with clarity. Continue with confidence.

Book Your Consultation

How Our Process Works

Talk to a Financial Advisor Today

Discover

We understand you, your goals, family, and finances—so your plan aligns with real life, beyond just the numbers.​

Design

Receive a clear strategy integrating investments, tax, super, insurance, and estate planning into one cohesive plan.

Implement

We handle the setup and coordination with your accountant, lender, and insurer—saving you time and preventing costly errors.

Review

Ongoing reviews keep your plan aligned and responsive to life and market changes, ensuring continuous progress for your wealth.

Recognised & Trusted Financial Advisors

  • 2024 Practice of the Year (Wealth Adviser Congress)
  • 2024 Finalist: ESG Adviser of the Year (IFA Excellence Awards)
  • Top 5 Wealth Advisory Practice (Robb Report PFI Awards)

Professional. Licensed. Recognised for excellence.

What our Clients say About Us?

Frequently asked questions

A financial advisor helps you grow, protect, and manage your money. We connect your investments, tax, super, insurance, and estate planning into one clear, personalised strategy.

An boutique advisor isn’t tied to banks or product commissions. Every recommendation we make is based solely on what’s best for you, not what pays a bonus.

We use fixed, transparent fees agreed upfront. You’ll always know exactly what you’re paying for, with no hidden costs or trailing commissions.

Yes, smart advice early helps you build wealth faster and avoid expensive mistakes. You don’t need millions to start; you just need a clear plan.

Yes, quality advice pays for itself. A structured plan can reduce tax, improve investment returns, and protect your income, often saving or earning far more than the cost of advice.

Think of it as the difference between hoping things go well, and making sure they do.

Absolutely. We review your current strategy, highlight gaps or inefficiencies, and ensure your money is working harder. Many clients come to us for a second opinion or ongoing optimisation.

You’re not alone. Most people learn the hard way. We focus on fixing what’s in front of you, building a clear, realistic path forward, and turning past decisions into future progress.

Some changes, like tax savings or better cash flow, show up quickly. Others, like compounding investments and retirement growth, build steadily over time.
The earlier you start, the more powerful the results.

Absolutely. We collaborate with your existing advisers to align tax, lending, and investment strategies so everything works toward the same goal.

We’re proudly based in Melbourne but work with clients Australia-wide through secure online meetings and ongoing support.

You’ll receive a clear plan outlining your options, the potential benefits, and our fixed fees. There’s no obligation to proceed, you only move forward if you see real value.

Ready to Take Control of Your Financial Future?

Strategic planning outperforms chance. Gain control through investing, income protection, and retirement strategies with clear, personal, lasting advice.

Your goals. Your wealth. Our expertise.