Best Investment Consulting Services in Australia
Australia Investment Consultants
Australia may be known for its resources and vibrant economy, but it’s also home to a sophisticated network of boutique investment consultants redefining how capital is managed. From family offices and private clients to foundations and scale-ups, these firms provide the clarity, strategy, and hands-on expertise needed to thrive in an unpredictable market.
At Digital Reference, we go beyond surface-level rankings, highlighting firms where leadership is still directly involved in client strategy and where authenticity drives results. This curated list showcases Australia’s standout investment consulting services ready to help you navigate complex decisions with confidence.
Our Methodology
We don’t take recommendations lightly. Our curated list is built on:
✅ Research: We’ve reviewed each firm’s track record, methodologies, and market focus.
✅ Client Reviews: We prioritize real, verifiable client feedback.
✅ Local Expertise: Every provider is Australia-based and works with Australian clients.
✅ Founder Spotlight: We believe leadership matters, so we highlight the real people driving these firms forward.
We didn’t rank them; every firm here stands on its own merits. Let’s dive in!
BC Strategy
🔗 Website: https://www.bcstrategy.com.au/
What they do:
BC Strategy is a Sydney-based firm providing investment strategy, due diligence, and business transformation advice. They support corporates, private equity, and institutional investors with high-stakes projects and capital allocation decisions.
Who they work with:
Large corporations, PE funds, and portfolio companies often during acquisitions or restructures.
Operating model:
Flexible project teams blending in-house experts with sector specialists.
💡 Why they stand out:
- Known for deep-dive, evidence-based strategy frameworks.
- Trusted by major funds for pre-deal and post-deal advisory.
- Sharp focus on Australian and Asia-Pacific markets.
Giorgio Baracchi, Chairman, BC Strategy
🔗 LinkedIn: https://www.linkedin.com/in/giorgiobaracchi/
Giorgio Baracchi is a seasoned strategy consultant with experience at Bain & Company. He’s recognized for his pragmatic approach and commitment to clear, actionable investment advice. On LinkedIn, Giorgio shares insights on M&A, capital markets, and the evolution of corporate strategy in Australia.
Quilla Consulting
🔗 Website: https://quilla.com.au/
What they do:
Quilla focuses on independent investment advice for family offices, NFPs, and charities. They specialize in transparent portfolio construction and fee-only advice.
Who they work with:
High-net-worth families, foundations, and not-for-profits need clear, conflict-free advice.
Operating model:
They’re proudly product-agnostic; clients pay for advice, not commissions.
💡 Why they stand out:
- One of Australia’s first B-Corp certified investment consultants.
- 100% independent, no hidden kickbacks.
- Advocates for transparency in wealth management.
Andrew Connors, Founder, Quilla Consulting
🔗 LinkedIn: https://www.linkedin.com/in/andrew-connors-375a3825
Andrew Connors brings over two decades in private banking and institutional funds management. He’s passionate about demystifying investment for ordinary Australians and building trust in an industry known for opacity.
Seneca Financial Solutions
🔗 Website: https://senecafs.com.au/
What they do:
Seneca offers investment consulting and portfolio management, tailored for private clients and family offices. They focus on direct equities and wealth preservation.
Who they work with:
Sophisticated investors, SMSFs, and family offices.
Operating model:
Fee-for-service advice and direct portfolio management.
💡 Why they stand out:
- Bespoke portfolio solutions, not off-the-shelf funds.
- Strong record of market commentary and education.
- Dedicated to high-conviction investing.
Luke Laretive, Co-Founder, Seneca Financial Solutions
🔗 LinkedIn: https://www.linkedin.com/in/lukelaretive/
Luke Laretive has earned a reputation as a straight-talking market commentator. With a background at Vale, he champions direct equity ownership and transparency. His LinkedIn is packed with market updates and clear insights for active investors.
Drummond Capital Partners
🔗 Website: https://www.drummondcp.com/
What they do:
Drummond Capital Partners is a boutique investment office helping families and foundations preserve wealth through multi-asset strategies and global research.
Who they work with:
Private investors, ultra-high-net-worth families, and intergenerational wealth managers.
Operating model:
High-touch advisory with direct market access.
💡 Why they stand out:
- Deep research capabilities with macro focus.
- Regular thought leadership on market conditions.
- Emphasis on capital preservation in volatile cycles.
Nick Reddaway, Co-Founder, Drummond Capital Partners
🔗 LinkedIn: https://www.linkedin.com/in/nick-reddaway-09741933/
Nick Reddaway has extensive experience across family offices and private banks. He’s known for clear-headed market views and bespoke portfolio construction for families managing complex wealth structures.
Context Capital
🔗 Website: https://contextcapital.com.au/
What they do:
Context Capital provides strategic investment advice for not-for-profits, charities, and foundations. Their focus: aligning capital with mission.
Who they work with:
Educational institutions, charities, and foundations.
Operating model:
Bespoke investment policy design and implementation oversight.
💡 Why they stand out:
- Specialist in ESG and impact investing.
- Clear reporting and governance frameworks.
- Active contributor to the philanthropic community.
Chris West, Co-Founder, Context Capital
🔗 LinkedIn: https://www.linkedin.com/in/chris-west-cima%C2%AE-gaicd-3a98a7164/
Chris West is an advocate for purposeful capital allocation. A certified CIMA professional, he’s helped boards and committees turn missions into measurable outcomes through smart investing.
Enlightened Financial Solutions
🔗 Website: https://www.efsmackay.com.au/
What they do:
Enlightened Financial Solutions is a regional wealth advisory firm providing financial planning, superannuation, and investment consulting for individuals and businesses.
Who they work with:
SMEs, regional families, and retirees.
Operating model:
Personalized service with regional presence.
💡 Why they stand out:
- Strong local ties, deep knowledge of regional economies.
- Commitment to financial literacy and community education.
- Long-term relationships built on trust and transparency.
James Wortley, Founder, Enlightened Financial Solutions
🔗 LinkedIn: https://www.linkedin.com/in/james-wortley73/
James Wortley is passionate about financial empowerment. He’s known for demystifying complex financial concepts and helping locals in Mackay and beyond achieve their goals.
Alvia Asset Partners
🔗 Website: https://alviapartners.com.au/
What they do:
Alvia offers specialist investment advice for families and small institutions, with a focus on alternative assets and portfolio diversification.
Who they work with:
Family offices, high-net-worth individuals, boutique funds.
Operating model:
Tailored asset allocation and private market access.
💡 Why they stand out:
- Expertise in alternatives and private markets.
- Clear, no-nonsense investment governance.
- Active portfolio oversight for niche investors.
Josh Derrington, Managing Director, Alvia Asset Partners
🔗 LinkedIn: https://www.linkedin.com/in/josh-derrington-43720158/
Josh Derrington has built Alvia into a trusted name for families seeking exposure beyond vanilla asset classes. His background includes senior roles at major banks and asset managers.
Fox Asset Management
🔗 Website: https://www.foxassetmanagement.com/
What they do:
Fox Asset Management is a boutique investment consultancy and portfolio manager for private wealth clients. They combine direct equities with a disciplined long-term philosophy.
Who they work with:
Private clients, SMSFs, and small institutions.
Operating model:
Personalized portfolios and direct equity advice.
💡 Why they stand out:
- Relationship-driven approach.
- Transparent fee structures.
- Focus on wealth preservation through cycles.
Graham Fox, Managing Director, Fox Asset Management
🔗 LinkedIn: https://www.linkedin.com/in/graham-fox-764b9513/
Graham Fox is an experienced portfolio manager known for building enduring client relationships. His philosophy: direct ownership, transparent advice, no surprises.
Atlas Funds Management
🔗 Website: https://atlasfunds.com.au/
What they do:
Atlas offers direct Australian equity strategies for private clients and advisers. They’re known for insightful, research-heavy portfolios.
Who they work with:
Advisers, brokers, and private investors.
Operating model: Active listed equities management with a strong research focus.
💡 Why they stand out:
- Research published weekly, public, transparent insights.
- Direct ASX exposure for income-focused investors.
- Strong record of defensive investing.
Hugh Dive, Founder, Atlas Funds Management
🔗 LinkedIn: https://www.linkedin.com/in/hugh-dive-cfa-88463636/
Hugh Dive is a respected market commentator and CFA charter holder. He’s known for cutting through noise with practical research for Australian equities.
acceler8 partners
🔗 Website: https://acceler8partners.com.au/
What they do:
Acceler8 partners blends fractional CFO services with investment and capital raising advisory for growing Australian businesses.
Who they work with:
Startups, scale-ups, and high-growth SMEs.
Operating model:
Embedded CFOs and virtual finance teams.
💡 Why they stand out:
- Specialists in capital strategy for tech and innovation sectors.
- Flexible, on-demand CFO talent.
- Proven record guiding founders through funding rounds.
Angela Dagaris, Founder, acceler8 partners
🔗 LinkedIn: https://www.linkedin.com/in/angela-dagaris-fractional-cfo/
Angela Dagaris has decades of experience as a CFO and startup advisor. Her superpower: helping ambitious founders structure finances to scale sustainably. She’s passionate about financial clarity and empowers founders to feel in control of their numbers.
Final Thoughts
Investment consulting in Australia is about more than just numbers; it’s about building trust through radical authenticity and transparent advice. Whether you need a fractional CFO, a family office specialist, or a boutique equities manager, these providers deliver practical, local solutions backed by leaders who care.
At Digital Reference, we’ll keep shining a light on the people behind Australia’s best services, so you can invest wisely, grow confidently, and know exactly who you’re working with.
Ready to find your fit? Keep reading our series or reach out to share your own success story.
Explore more from Digital Reference:
- Investment Consulting Services in the USA
- Investment Consulting Services in the UK
- Investment Consulting Services in Canada
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