Investment Advisor Melbourne
Shape your future with smarter investing.
For professionals, families and business owners across Melbourne.
If markets feel noisy (or you’re unsure what to buy next), we design a diversified plan you can understand and stick with.
From shares and ETFs to property and SMSF investing, your portfolio is structured around your goals, risk tolerance and time horizon.
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Independent, conflict-free advice
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Balanced growth and risk management
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Ongoing support from Melbourne-based experts
* Professional. Licensed. Recognised for excellence.
Why Invest With Angel Advisory?
Independent, conflict-free advice We recommend what suits you, not a product list.
Tax-aware, not tax-driven Structures and asset location aligned with your tax position (in concert with your accountant).
Balanced growth with risk management Diversification by asset class, geography and style.
Property-aware approach We’re property lovers too. Your plan can integrate direct property or property trusts alongside liquid assets.
Ongoing reviews Markets move. So do your goals. We adjust your plan to keep you on track.
Who we help
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Professionals & executives: We turn salary, bonuses, ESS/RSUs, surplus cashflow into a clear investment policy you can follow.
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Property & share investors: Blend direct property with liquid markets (shares, ETFs, bonds) without over-concentration.
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Families & trusts: Strategies for family trusts and intergenerational wealth transfers.
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Contractors & small business owners: Invest outside the business, manage cash buffers, reduce concentration risk.
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SMSF members: Investment menus, rebalances and compliance-aware portfolio settings.
What Our Clients Say
How Our Investment Advice Works
1). Assess
We map your goals, timeframes and comfort with risk. We review existing holdings (brokerage, managed funds, platforms, super/SMSF), cash flow, debt and property exposure.
2). Design
You receive a Portfolio Strategy Pack with:
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Target asset allocation (growth/defensive), ranges and rebalancing rules
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Diversification across Australian shares, international shares, property trusts/REITs, infrastructure, fixed income/debt, and cash
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Tax-aware structuring and asset location (e.g., super/SMSF vs personal/trust)
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Staged investment plan (lump sums, DCA, dividend/income reinvestment)
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Risk management settings (buffers, drawdown plans, re-entry rules)
3). Implement & Review
We execute the plan with you, then review regularly: contributions, rebalancing, performance vs. objectives and life changes that warrant updates.
Property Investment Advisor Melbourne
When balanced, property can be a powerful wealth builder.
We help you:
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Weigh direct property against property trusts/REITs for liquidity and diversification
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Avoid over-concentration in one suburb/asset type
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Plan cash buffers for interest rate changes and vacancies
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Integrate property with shares and fixed income so the whole portfolio works together
What you’ll receive
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A 12-month portfolio plan with step-by-step actions
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A written Investment Policy Statement (IPS) you can rely on in volatile markets
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Scheduled reviews and rebalancing guidance
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Clear coordination with your accountant (and your lender, where relevant)
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Transparent, agreed-upfront fees
Meet Your Melbourne Investment Advisors
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Experienced advisers helping professionals, families, and business owners grow wealth.
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Melbourne locals who value clarity, independence, and long-term trust.
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Experts in portfolios, property integration, and SMSF strategy.
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ASIC-regulated and focused on transparent, lasting results.
Your goals. Your wealth. Our expertise.
Explore Other Services
Tax Advisory: Make your portfolio tax-aware, not tax-driven.
Superannuation & SMSF: Retirement-ready investing and contribution strategies.
Estate Planning: Structure today to simplify tomorrow.
Ready to invest with clarity and confidence?
Speak with a Melbourne investment advisor who builds a diversified plan, keeps you disciplined and reviews it as life changes.
Talk to an Investment Advisor Today ->