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.

  • Boutique, conflict-free advice
  • Balanced growth and risk management
  • Ongoing support from Melbourne-based experts
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*Professional. Licensed. Recognised for excellence.

Why Invest With Angel Advisory?

Start My Investment Plan

Boutique, conflict-free advice

Recommendations aligned with your needs, not product sales.

Balanced growth with risk management

Diversification by asset class, geography and style.

Property-aware approach

We share your passion for property. Your plan can smoothly incorporate direct property or property trusts alongside liquid assets.

Tax-aware, not tax-driven

Structures and asset location aligned with your tax position (in concert with your accountant).

Ongoing reviews

Markets move. So do your goals. We adjust your plan to keep you on track.

Who we help

  • Professionals & executives: We turn salary, bonuses, ESS/RSUs, surplus cashflow into a clear investment policy you can follow. 
  • Property & share investors: Blend direct property with liquid markets (shares, ETFs, bonds) without over-concentration.
  • Families & trusts: Strategies for family trusts and intergenerational wealth transfers.
  • Contractors & small business owners: Invest outside the business, manage cash buffers, reduce concentration risk.
  • SMSF members: Investment menus, rebalances and compliance-aware portfolio settings.

How We Help You Invest Smarter

“I own property, but I’m light on liquid investments.”

Solution → We’ll balance your portfolio with shares, bonds, and other assets that can move when you need them to.

“My portfolio is a collection of tips.”

Solution → We turn scattered ideas into a clear, evidence-based plan you can stick
to.

“I’m worried about risk and market drops.”

Solution → We set realistic risk levels, safety buffers, and downside plans so you can invest with confidence.

“I’m sitting on too much cash.”

Solution → We’ll build a staged plan to get your money working without rushing into the market.

“I don’t rebalance or review.”

Solution → We’ll handle the reviews, rebalances, and reminders so your investments never drift off course

“I don’t know if I’m on track.”

Solution -> We’ll map your portfolio against your life goals-home, family, or retirement, so every dollar has a clear purpose.

Based in Melbourne and serving clients across South Melbourne, Brighton, Prahran, South Yarra, Windsor, Williamstown, Yarraville, St Kilda, Caulfield, Albert Park, Port Melbourne and nearby suburbs.

Start My Investment Plan
Start My Investment Plan

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:
    • Target asset allocation (growth/defensive), ranges and rebalancing rules
    • Diversification across Australian shares, international shares, property trusts/REITs, infrastructure, fixed income/debt, and cash
    • Tax-aware structuring and asset location (e.g., super/SMSF vs personal/trust)
    • Staged investment plan (lump sums, DCA, dividend/income reinvestment)
    • 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:

  • Weigh direct property against property trusts/REITs for liquidity and diversification
  • Avoid over-concentration in one suburb/asset type
  • Plan cash buffers for interest rate changes and vacancies
  • Integrate property with shares and fixed income so the whole portfolio works together

What you’ll receive:

  • A 12-month portfolio plan with step-by-step actions
  • A written Investment Policy Statement (IPS) you can rely on in volatile markets
  • Scheduled reviews and rebalancing guidance
  • Clear coordination with your accountant (and your lender, where relevant)
  • Transparent, agreed-upfront fees
Start My Investment Plan

Al Salonga

Operations Manager

Meet Your Melbourne Tax Advisors

  • Experienced advisers helping professionals, families, and business owners grow wealth.
  • Melbourne locals who value clarity, independence, and long-term trust.
  • Experts in portfolios, property integration, and SMSF strategy.
  • ASIC-regulated and focused on transparent, lasting results.

Your goals. Your wealth. Our expertise.

Learn More About Us

Frequently asked questions

No. We create a staged plan that fits your cash flow. Most clients begin with an emergency buffer, then invest gradually using dollar-cost averaging.

We’re fully independent and fee-based with no in-house products or sales commissions. Every recommendation must serve your goals, not ours.

Our prices are simple and transparent. You’ll see all fees upfront before proceeding, and we disclose any third-party payments where relevant (e.g., insurance).

That’s common. We review your exposure, cash buffers, and borrowing levels, then add liquid investments to balance risk and improve flexibility.

We set clear risk ranges, buffers, and rebalancing rules. You’ll have a written plan (IPS) that guides decisions in volatility, keeping emotion out of it.

No. Timing the market rarely works. We use staged entry (lump sum + regular investing) to smooth results and keep you progressing toward long-term goals.

Yes. We tailor portfolios around your values, filtering out sectors you don’t support and adding ESG or sustainable options where suitable.

We start with a discovery session to understand your goals, assets, and timelines. Then you’ll receive a clear outline of next steps, fees, and a draft strategy before you commit.

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 a Investment Advisor Today