Index Wealth

I recently received an inheritance after my father passing and was very overwhelmed with how best to honour my dad by making the most of this money I asked chat gpt who the best financial advisors in melbourne were and they came up second. I am completely financially illiterate but the guys Oscar and Reagan were great and answered all my questions and there were many and were very patient with me. I feel very confident with the plan we set up even excited for the future may even get to retire earlier then I thought. Hopefully this sparkling review will get them to the number one spot!

I couldn’t recommend Joshua Whelan more highly. He is brilliant at what he does and always comes to meetings thoroughly prepared. Josh breaks down the financial planning process in a way that is incredibly easy to understand. He takes the time to listen, understand your individual circumstances and make recommendations that genuinely suit your needs, rather than simply offering a one-size-fits-all solution. It is clear that he puts his clients’ interests first. As someone who is still learning how to navigate the Australian financial system, superannuation and personal insurance, I really appreciated Josh’s patient, down-to-earth approach. He walked me through everything step by step and made the whole process feel much less overwhelming. If you are looking for a financial adviser who explains things in simple terms, listens carefully and is genuinely easy to work with, Josh is your go-to. I highly recommend booking an appointment with him.

I have used James and Oliver from Index Wealth twice now, and on both occasions they have provided exceptional service and support. They are knowledgeable, responsive, and made the entire process smooth and stress-free. I highly recommend them to anyone looking for professional and reliable financial planners and advisors. Thank you both for your fantastic assistance!

Richard and the team at Index Wealth have been outstanding throughout the entire process. Richard was professional, knowledgeable, patient, and always took the time to explain everything clearly, making what could have been a stressful experience feel straightforward and manageable. His advice was honest, prompt, and tailored to our needs, and we always felt supported from start to finish. The level of customer service and attention to detail was exceptional. I highly recommend Index Wealth to anyone looking for trustworthy financial guidance. Thank you, Richard and Alex as well for your hard work and for going above and beyond. It was a pleasure working with you!

I can't recommend this financial planning team highly enough. From our very first meeting, they took the time to understand my goals, explained everything clearly, and provided great advice. David and team has been professional, knowledgeable, approachable, and genuinely committed to helping me achieve the best possible financial outcomes. They made what can often feel like a complicated process simple and stress-free, always keeping me informed and answering any questions promptly.

We had a great experience with Daniel and Oscar. They made everything really straightforward, were always quick to get back to us, and explained things in a way that actually made sense. Nothing ever felt like too much trouble, and we always felt like they were looking out for us. Would happily recommend them to anyone. Thanks again for all your help!

We signed on with Josh after buying our first property in 2023. Since then Josh and his team, namely David, have been extremely helpful in setting up our life insurance, and structuring a superannuation investment plan that will help support our financial goals. The team have been very helpful, and easy to work with. We would recommend them to anyone!