A financial adviser in Melbourne, when you’d rather sit down and talk.
If you’d rather sit across a table than work this out on hold with a call centre, we meet by appointment at Eagle House on William Street. If coming into the city is a hassle that week, the same first conversation happens by phone or video from anywhere in Australia.
What happens in an in-person meeting?
The first meeting is a conversation about the decision in front of you. It doesn’t commit you to paid advice.
- Book before you visit
- Meetings at William Street are by appointment. Call, email or pick a time so we can confirm someone is free.
- Start with one decision
- Super, a retirement date, a defined benefit choice, or a wider planning question. One thing is enough to begin.
- Bring what’s easy to find
- A recent statement or letter helps. You don’t need a full folder of paperwork to walk in.
- The first half hour costs nothing
- If you decide to go on, your adviser puts the work and the price on paper first.
Is there a financial adviser in Melbourne CBD?
Yes. Face-to-face meetings are at Level 3, Eagle House, 91 William Street, Melbourne VIC 3000.
Eagle House sits near the corner of William Street and Collins Street. Office hours are weekdays from 9am to 5pm, and you still need an appointment — walk-ins aren’t how we run the diary. Contact us first so we can confirm a suitable time and adviser.
Collins Street trams stop along that corridor. If you’re coming by train, Southern Cross Station is about a 500-metre walk. Driving is fine; look up a commercial car park around William Street for the time you’ve booked. Get directions to 91 William Street.
Can I get superannuation advice in Melbourne?
Yes. Guideway specialises in industry, government and corporate super funds — the accounts people actually hold. Guideway doesn’t issue financial products.
Industry funds are the ones built around a sector, like health or construction. Government schemes have their own rule books, and many of them still pay a defined benefit. Corporate funds sit inside a workplace. Those three are the heart of our work, at William Street or on a screen.
We start from the statement or estimate you already have. If you’re happy with the fund, there’s often no reason to move — and we’ll say so. If you’re not sure it still stacks up, we can help you weigh that, including insurance, timing and tax if a move is even on the table. The comparison is the service. Moving isn’t assumed.
Open the page that matches the name on your statement if you want the fund story first, then book when you’re ready to talk.
Do you do retirement planning in Melbourne?
Yes. We talk retirement through at the William Street office, and by video or phone if that’s simpler that week.
Retirement planning, in everyday terms, is lining up three things: when income from work changes, how the bills get paid after that, and which super or scheme choices have a date attached. You don’t need a finished date to start. A rough window is enough for a first chat.
People bring a leaving-work letter, a defined benefit estimate, a question about accessing super from 60, or a feeling that the latest statement isn’t telling them whether it’s enough. Any of those is a fair place to begin.
The retirement planning guide walks through the ages and income-stream rules. Bring that, or skip it and just tell us what’s actually in front of you.
Choose the question closest to yours
These guides explain the first decisions and help you prepare for a useful conversation.
Can I meet without coming into Melbourne?
Phone or video, Australia-wide. The meeting format doesn’t change the purpose of the first conversation. You explain what’s going on, hear whether we can take the work, and decide what you want to do next.
Confirm the person and the time. Adviser calendars vary, so don’t rely on office hours alone. We’ll confirm who is available for the conversation.
Questions people ask
Is there a financial adviser in Melbourne CBD?
Yes. Guideway meets clients at Level 3, Eagle House, 91 William Street — a Melbourne CBD office near Collins Street. Appointments run Monday to Friday, 9am to 5pm, and you need to book first. If the city doesn’t suit that week, the same first conversation is available by phone or video anywhere in Australia.
How much does a financial adviser cost in Melbourne?
The first conversation is free and usually takes about half an hour. If you want advice after that, you’ll get a fixed quote in writing before any advice work starts, and nothing begins until you’ve accepted it. The amount depends on how wide and complex the work is. Think of the quote as a price for a defined piece of work — you see it, you say yes or no, and in the usual process that’s when advice preparation starts. Ask us for a Financial Services Guide at any time.
Can I get superannuation advice in Melbourne?
Yes. Guideway specialises in industry, government and corporate super funds, and you can talk that through at the William Street office or by video or phone. We start from the fund or scheme you already hold. If you’re happy with it, there’s often no reason to move — and we’ll say so.
Do you do retirement planning in Melbourne?
Yes. Retirement planning is one of the conversations we have at the Melbourne office, and by video or phone if that’s easier. Typical starting points are when work income might change, how spending would be covered, and whether a defined benefit or transition-to-retirement choice has a date attached. You don’t need every date settled to book the first chat.
How do I get to 91 William Street, Melbourne?
The office is at Level 3, Eagle House, 91 William Street, Melbourne VIC 3000, near the corner of William and Collins Streets in the CBD. Collins Street trams stop at Collins St/William St right nearby, and Southern Cross Station is about a 500-metre walk. If you’re driving, look up a commercial car park around William Street for the time of your meeting. Book first — meetings are by appointment, and we’ll send the details when the time is confirmed.
Can I meet a financial adviser without coming into Melbourne?
Yes. We meet clients by phone or video anywhere in Australia, and that first conversation is the same one you’d have at William Street. You talk through the decision, we say whether it’s work we take on, and you choose what happens after that.
What should I bring to a Melbourne appointment?
Bring the latest statement or letter that sits next to the decision, if it’s easy to find. You don’t need a full folder of paperwork. If you can’t put your hands on a statement, come anyway — we’ll talk through what’s useful.
We’re not owned by a bank, super fund or insurer.
Guideway is a separate advice firm. The conversation begins with the arrangements you already have.
Your question first
Start with the issue that brought you to the meeting, whether it’s focused or broad.
Current arrangements considered
An office meeting doesn’t begin with an assumption that a fund or product needs to change.
Next steps in writing
In the usual process, advice work starts after you’ve seen and accepted the scope and fee.
A client, in her words
A client’s account of their experience, shared from Google with its original attribution.
“Nareena and the team at guideways financial are a dream to deal with . Always prompt on responding to any query and I have found their advice and guidance to be clear , concise and instrumental in helping me achieve my financial goals”
What happens next
Booking a chat isn’t a commitment to paid advice.
- 1. Book a free half hour
- Choose a William Street time, or video or phone if that’s simpler.
- 2. We listen
- Tell us what’s sitting on the kitchen table. We’ll be straight about whether it’s work we take on.
- 3. You decide
- There’s no obligation. If more work follows, you’ll know the fee before anything starts.
Ready to talk?
You’ll speak with Nareena Aracas or one of her team. The half hour is free. If we take it further, you’ll see the fee before you agree to anything.
About our adviser team
Nareena Aracas leads the Guideway Wealth advice practice, supported by our team of advisers, paraplanners and compliance reviewers.
- Nareena AracasSenior Financial Planner · Authorised Representative no. 398311
- Scott NanfroSenior Financial Planner in the broader adviser team · Authorised Representative no. 1255832
Authorised Representatives of Guideway Financial Services Pty Ltd ABN 46 156 498 538, AFSL & ACL 420367.