(03) 9001 0467
info@wealthinvestors.com.au
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CONTACT US
(03) 9001 0467
info@wealthinvestors.com.au
Linkedin Instagram Facebook
CONTACT US
★★★★★★ 5 Star Google reviews 43 Reviews Chris Youssef's Adviser Ratings profile

Award-Winning Financial Advisors in Melbourne

Expert financial advice for business owners,
professionals, and retirees
More than money

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Comprehensive Financial Planning in Melbourne

At Wealth Investors Australia, our Melbourne financial advisors deliver tailored financial planning and wealth management solutions so you can stress less and plan.

Financial planning is about far more than dollars and cents; it’s about embracing life free from financial stress. Knowing your future is secure gives you confidence and enthusiasm. It’s about building a lasting legacy for the generations that follow.

Wealth Management Services - Melbourne

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

Hear what our clients have to say

Financial Advisory Services Melbourne

At Wealth Investors, our award-winning Melbourne financial advisors craft bespoke, step-by-step strategies to help you make confident decisions about your money. From cash flow modelling to retirement planning, our holistic approach to wealth management ensures you achieve your goals.

CASH FLOW MODELLING​

As a cornerstone of our financial planning in Melbourne, cash flow modelling gives you a clear, dynamic view of your finances. We map out your income, expenses and investments, then run multiple scenarios so you can see the impact of every decision. With this insight, you’ll make more intelligent choices about spending, saving and investing.

INVESTMENT SOLUTIONS

Our evidence-based investment strategies are tailored to your objectives and risk tolerance. Whether you’re building wealth in Australia or diversifying globally, we focus on capturing optimal returns whilst managing downside risk.

Learn more about our
Investment Philosophy.

PLANNING FOR RETIREMENT

Retirement isn’t about a specific age; it’s about financial freedom. We help you plan for the lifestyle you want, whether that means early retirement, phased work or ongoing consulting.

Our forward-looking approach ensures you have the resources and flexibility to enjoy life on your terms.

INTER-GENERATIONAL WEALTH TRANSFER

Passing on wealth doesn’t have to wait until after you’re gone. We advise on strategies for early inheritance, family trusts and gifting structures that deliver satisfaction today while preserving fairness and tax efficiency for all beneficiaries.

TAX OPTIMISATION


Taxes are inevitable, but overpaying isn’t. Our Melbourne tax optimisation service analyses your lifetime tax liabilities. It implements legal strategies, super contributions, negative gearing, and trust structures to minimise your debt and keep more of your hard-earned wealth.

ASSET PROTECTION


Growing your wealth is only half the battle; protecting it is just as vital. We assess your exposure to market volatility, litigation risk, and personal liabilities and then recommend insurance, trust, and corporate structures that safeguard your assets for the long term.

ESTATE PLANNING


A sound estate plan ensures your loved ones are cared for when you’re gone. We partner with specialist wills and estates lawyers to put in place wills, powers of attorney and guardianship documents that reflect your wishes and minimise family stress.

DEBT MANAGEMENT


Not all debt is bad; it can accelerate wealth creation in the right hands. We analyse your loan structures, leverage opportunities against appreciating assets, and craft a clear repayment plan so that your debt works for you, not vice versa.

PERSONAL RISK PROTECTION

Life is unpredictable. Our risk protection reviews ensure you and your family have adequate cover, income protection, total and permanent disability, and life insurance, so you remain financially secure if illness or injury strikes.

Private Wealth Advisers

Wealth Investors is an award-winning Melbourne financial advisory firm whose expert advisers craft fully bespoke financial planning, retirement planning and holistic wealth management solutions for clients in Melbourne and across Australia.

By combining evidence-based investment strategies, cash flow modelling and tax-optimisation techniques, we help you reduce financial stress, protect your assets, and confidently plan for every stage of life. Whether you’re building wealth, preparing for retirement or transferring a legacy to the next generation, our tailored approach ensures you have clarity, control and peace of mind – so you can focus on enjoying life, today and tomorrow.

Prepare for tomorrow, make the most of today.

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Testimonials

We have been a client with Chris almost 10 years. Chris is always professional and his advice and commendations are easy to understand. Chris' first priority is our financial interest. He provides the latest market information throughout the year and any financial articles of interest. We certainly would recommend Chris to family and friends. Extremely happy with his service.
Wally, 65+ years, Cheltenham, VIC
As a SMSF client over 24 years, Chris was my latest adviser, approximately 4years, of many advisers previously in that company and the prior company which it absorbed. I found Chris to be diligent, thorough and very approachable, expressing personal interest even to the extent of a home visit for a coffee after our move to Adelaide. He expressed a genuine interest in our wellbeing after our move from Melbourne. I am confident that Chris has the expertise, concern and personality to satisfy the requirements of his clients.
Kevin, 65+ years, Glenelg East, SA
Chris has been our financial adviser for several years. He has always been very professional and passionate about his work and is always available and very caring. Chris is a great listener and has empathy and understanding of whatever we need. He has been able to alleviate any concerns by his calm and personable manner. Chris is very knowledgeable, conscientious and compassionate. I have no hesitation in recommending Chris to anyone.
Jan, 65+ years, Mornington, VIC
I am qualified in university degrees in medicine, but an absolute dud at managing my finances. Chris always gave me good advice in managing my investment portfolio.
Roger, 65+ years, Thornbury, VIC
I have come to trust Chris as a man of integrity, who has always given clear explanations of how my investments are performing, and who has always shown a genuine interest in my life, the causes I support and why I spend my money the way I do. I trust his knowledge, his professionalism, and his genuine engagement with me as a person and not just business client.
Margaret, 65+ years, Invermay, VIC
1. First advice from a life-time experience, given to me by my wise father, "You make the money, and pay an expert to count/take care of them for you." Chris Youssef has been the expert for me during the years. In all that time I have been impressed with his expertise and his insight into my needs and financial situation. 2. Second advice, "Why trouble yourself with the useless task of re-inventing the wheel, when it's already been invented for you." Chris Youssef has been that wheel for me. His insight and expertise smoothed things out and made it very easy for me financially.
Tat, 65+ years, Templestowe Lower, VIC
Good relationships are so impactful in one’s life. They are an elixir that enhance balance, harmony and peace of mind as we face life challenges. Managing finances effectively, particularly as we get older, is a very important component of most peoples lives, but few are equipped to optimise and determine the best fit for their circumstances. Chris is a very approachable skilled professional, a great listener, a candid and effective communicator and caring person that we were able to quickly form a very strong and good relationship with. It has certainly enhanced the quality of our lives.
Steve, 65+ years, Maroochydore, QLD
We have always had complete confidence in Chris. He has provided us with advice that has enabled us to build a strong portfolio and leave us in a comfortable position for our retirement. Chris has always been ready to respond to any of our requests for help or change to our portfolio and has demonstrated an excellent appreciation of our needs. Recently we requested to ensure that none of our investments were in unsustainable industries, e.g. coal, gas, livestock farming and he went to a great deal of trouble to change our investments accordingly. Chris behaved like a friend rather than a financial adviser and we would have no hesitation in recommending him to other potential clients. It has been a pleasure working with him.
Graham, 65+ years, Malanda, QLD
Chris is a motivated, highly knowledgeable and ethical adviser who communicates clearly about my financial options at this retired state of my life. He explained in plain English the options before me, and my partner and provided clear reasoning for his advice and counsel. I would trust him the way I trust members of my family.Chris is a very approachable skilled professional, a great listener, a candid and effective communicator and caring person that we were able to quickly form a very strong and good relationship with. It has certainly enhanced the quality of our lives.
Alister, 65+ years, Marengo, VIC

For more client testimonials click here.

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Jane Brown

Head Accountant

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