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Wealth Investors

Wealth Investors

5.0(37 reviews)See reviews ↓·Melbourne

About the company

Wealth Investors is a financial advisory firm based in Melbourne. It provides financial planning and wealth management services to clients in Melbourne and across Australia. The firm serves business owners, professionals, and retirees. Wealth Investors uses evidence-based investment strategies. It partners with specialist wills and estates lawyers for estate planning.

What customers say

Based on genuine customer reviews

Retirement transitions, property downsizing and long-term wealth building recur as the projects clients bring to this Melbourne practice, and the guidance of Chris Youssef is what several reviewers credit for the outcomes they describe. Feedback repeatedly notes that he takes time to understand personal circumstances and objectives before proposing anything, and that the strategies which follow are explained in plain, practical language rather than jargon. His expertise is described as spanning investments, tax, cash flow and risk, with one client who also works as an accountant valuing how those threads are drawn together into a coherent plan.

A point that comes up often is availability: regular contact, prompt responses to questions and assistance with Centrelink paperwork. Long-standing clients who stayed with him when the practice was established speak of continuity through retirement and lifestyle decisions, and of advice adjusted as their needs shifted. The accounts portray reassurance and clearer financial direction, with the relationship itself, personal and unhurried, emerging as the element customers return to.

Reviews

Reviews are taken from publicly available sources.

AG
Adi Gupta29 September 2025

I’ve had an excellent experience working with Chris from Wealth Investors. He combines deep financial expertise with a very approachable style. What I value most is how clearly he explains strategies that would normally feel complex — breaking them down in a way that makes sense and feels practical. Chris took the time to understand my personal goals before recommending anything. The advice I’ve received has been tailored, transparent, and always focused on what’s genuinely in my best interest. His reliability and patience stand out — I’ve never felt rushed, and he makes sure every question is answered thoroughly. It’s rare to find an advisor who brings both technical knowledge and genuine care for clients, but Chris does exactly that. I’d confidently recommend him and Wealth Investors to anyone looking for trustworthy financial guidance.

AA
Andrew and Charlotte17 July 2025

Chris Youssef has been our advisor for 14 years and as such we had no doubts in staying with him when he set up Wealth Investors three years ago. We have found Chris to be a trustworthy advisor who totally understands our needs and is never too busy to answer queries. Chris has guided us through the years from before Transition to Retirement up and into our retirement phase including dealings with Centrelink. He has always presented us with options and advised of pros and cons. takes an interest in our family life and welfare of even our extended families. We feel very comfortable with Chris and would not hesitate in recommending him or his services to others

JM
Janine Murphy15 July 2025

Chris Youssef has been our Financial Adviser for many years. He has been extremely helpful in our transition to retirement, including selling our property to downsize, maximising our capital to assist in continuing our desired lifestyle and being able to continue our overseas travel. He has always been extremely professional and very knowledgeable. Chris has always been available when we need him for advice. Overall he has made our lives so much easier. We would highly recommend his services.

SW
Sudesh Wilson21 May 2025

Chris Youssef is our financial planner. We feel so lucky and privileged that we have him looking after our financial affairs. Initial chats went very well as he understood our situation/personal circumstances and has provided the advice to best suit our needs. Chris is in regular contact not just on financial matters, but he is genuinely concerned about our wellbeing. I have made many calls trying to understand the complexities of the advice, but he was always eager to put our minds to rest. Chris really cares about his clients, building relationships and delivering the best customer service he can. Chris is never too busy to take our call or answer a query or concern. I know he is there for us. We highly recommend Chris to anyone looking for expert financial advice.

JB
Jan Byers21 May 2025

Chris Youssef is our advisor. We feel so lucky that we have him looking after our affairs. Chris understands our circumstances and provides the advice that suits our needs. He allows us to get on with our lives without being concerned about the ups and downs of the market as we have confidence that we are in the best of hands. Chris is in regular contact not just on financial matters, but he is genuinely concerned about our health and wellbeing. Recently I have needed to navigate aged care and its complexities, Chris provided sound financial advice but also linked me into an advisor specialising in the sector, which was so helpful. Chris really cares about us and I'm sure about all his clients as this is just who he is. He believes in building relationships with his clients and delivering the best customer service he can. Chris is never too busy to take your call or answer a query or concern. I know he is there for us. I highly recommend Chris to anyone.

DC
Daniel Chong19 May 2025

As both an accountant and a client, I understand the value of financial advice that connects all the dots, from investments to tax to long-term planning. That’s exactly what I found with Chris Youssef at Wealth Investors. I first engaged Chris for my own financial planning, and was impressed by how practical and well-structured his approach was. He looked beyond just returns, focusing instead on how everything fits together, cash flow, risk, wealth building, and the bigger picture. What really stood out was how his advice complemented the work I already do in tax and finance. It helped me sharpen my own strategy and think more intentionally about the long term. Since then, I’ve referred clients to Chris knowing they’ll receive the same thoughtful, holistic advice. It’s rare to work with someone who understands how to align all aspects of a client’s financial life so seamlessly.

AC
Austin Ciardulli12 May 2025

As someone who works professionally in mortgages and has a team that handles tax, I know how important it is to get financial advice that brings everything together. That’s exactly what I got with Chris at Wealth Investors. I first worked with Chris on my own planning, and his approach was practical, well-structured and focused on the bigger picture, not just returns, but how everything fits together. His advice complemented what I already do and helped me think longer-term around wealth building, risk, and cash flow. I've since referred clients to Wealth Investors knowing they'll get the same thoughtful, holistic guidance. It’s great working with someone who truly understands how to align strategies across all areas of a client’s life.

Financial advisers & planners in Melbourne compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.

RankProviderRatingReviewsOpen Sat.
1Wealth Investors (this page)★ 5,037No
2TruWealth Advice★ 5,022No
3Dreamwealth Financial strategists★ 5,025No
4Financial Foundations Australia★ 5,0147No
5Stephan Independent Advisory★ 5,02No
Contact
+61390010467wealthinvestors.com.auLevel 9/477 Collins St, Melbourne VIC 3000
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed