Financial Confidence for the years ahead
Clear expert guidance you can rely on.

Why work with a Financial Planner Melbourne?

Whether you’ve been building your wealth for years while managing the pressures of work and family, or you’re still right in the middle of it all, we’re here to help. At this stage, making choices with clarity and purpose becomes increasingly important. We help you take smart, confident and informed steps so you feel well prepared and in control as you navigate the years ahead.

With experience, insight, and care, we guide you through complex financial decisions with clarity and confidence. This includes building and refining your investment and wealth strategies, optimising superannuation and tax outcomes, protecting your wealth, and planning your estate.

Our Services - Financial Planner Melbourne
financial planner melbourne
We have been clients for more than twenty years and feel genuinely supported by Andrew and the team.
Peter S
Jon has made my retirement so much easier and always explains things in a way I understand.
Caroline J
Rancie Financial have managed our SMSF for many years. Their professionalism and care are outstanding.
Ross H
We set up our SMSF with Rob and now work with Andrew, Jon and Chris. The advice has always been clear and professional.
Jeff C
If you want integrity, professionalism and results, Andrew and his team are excellent.
Lisa M
Our family has worked with Rancie Financial for around thirty years and we could not recommend them more highly.
Rod W