Plan to
thrive
Financial solutions, tailor made for wealth creation and longevity.
Built on referrals and lasting client partnerships
Allan Advisory Group are full-service financial advisors based in Melbourne. We specialise in tailored strategies for wealth creation and management. Guided by your unique goals and situation, we empower you to enter the next stage of your life with confidence.
Guidance for every
financial goal
Financial security
starts with strategy.
Investment advice
Invest smarter in property, managed funds, shares, exchange traded funds and more.
Superannuation
Boost your contributions and lay the groundwork for long-term financial independence.
Retirement and beyond
Financial guidance through retirement, estate planning and aged care.
Insurance and income protection
Prepare your personal financials and business for life’s unexpected events.
Build on decades of trust
Since our establishment in 2008, Allan Advisory Group has helped generations of clients shape a vibrant future. Led by Chris Allan, our experts are strategic and transparent. We focus on long-term professional relationships and supporting our clients along every step of their financial journey. Our community has grown substantially through word of mouth recommendations, a testament to the quality of our services.
Words from our clients
Being a brand-new client, Chris has given the confidence in financial advice I was truly lacking. I was very reluctant to speak to anyone about my financial future particularly my Superannuation situation. Chris’s wealth of knowledge and experience over many financial areas, gives me a peace of mind moving towards my future financial retirement. Chris explains clearly, logically and is helping me work at setting myself goals which I now believe I can realistically achieve. I would definitely recommend Chris to family and friends. He truly is my “Money Doctor “!$$$!
Southbank VIC
Chris has been more than helpful. 10 gold stars. I have recently changed over to Chris. I was concerned that I was not doing as well as I could with my previous financial arrangements. Chris has been able to realign and diversify my portfolio and importantly saved me money. He is closer for me to travel to. I can contact him at any time. He sits well with my values and ethics which is very important. I now feel far more confident with my new plan. I know where I am going, and I feel I understand my financial future which makes me feel more financially secure. I have no hesitation in referring him to my family and friends.
Port Melbourne VIC
Chris has given me some great, independent financial advice on property, mortgages, managed funds, tax returns, and the overall investment market. His knowledge, experience, and clear advice has helped me make some highly significant financial decisions which I have benefited from and will continue to benefit from in the future. He has always made himself available when I needed his advice.
Brunswick East VIC
Richmond
Chris listens and provides sound advice. He has a sense of humour and understands that not everyone wants the same things.
Windsor VIC
‘Chris has given me advice in areas including loan products, self-managed super funds and managing debt. Chris is always able to explain things to me in a clear and concise way and through his knowledge and experience, I feel absolutely confident that the advice given has always been right for my needs. I received Chris’s full care and attention when I needed it.’
South Melbourne VIC
Chris has done an excellent job managing my Super. Very happy with my fund choice, performance and Chris’s prompt and quality service
Albion QLD
Chris has been our Family advisor since he commenced. His knowledge covers all aspects of investment and superannuation, highly recommended.
Malvern East VIC
Chris was selected from several other financial planners recommended and interviewed by me after my divorce. It was his obvious passion for working with people combined with his financial background that has proven to be a great choice. He is always well prepared for meetings, very approachable and his timely investment skill have been to my benefit. I feel that no question is too simple, and he is regularly supporting his financial education of me with diagrams on his notepad to help me better understand his advice and knowledge. I have no hesitation to recommended Chris as a trustworthy financial planner, particularly for single women.
Ivanhoe VIC
Chris is approachable, intelligent and measured. He provides a balanced assessment of options as well as knowledgeable guidance that can be trusted. Would and have recommended him to our family and friends.
Toorak VIC
I have known Chris for 20 years plus, prior to retirement in my role as a Relationship Manager [Business Banking] I had no hesitation in recommending & introducing Chris to my clients to assist them with their financial planning needs. Prior to my retirement Chris provided me with valuable advice, especially in relation to ‘transition to retirement’ planning, and post-retirement he has regularly reviewed & updated me on both portfolio performance and recommendations. Overall, I am satisfied with the advice given and the portfolio performance in a difficult climate, the aim has been to preserve the capital and live off the income and growth, which to date has been achieved.
Mooroolbark VIC
Chris has given me advice on investments relating to my super fund. He has been clear in his explanation of strategies. I trust his advice and am confident in his level of knowledge. He always makes himself available when I need advice or help. I am very happy with the service Chris provides.
Glen Iris VIC
We were recommended to Chris by another financial industry professional and we are extremely pleased with his service, knowledge and experience and attention to detail. He is very personable, and his communication style is friendly which makes him very easy to deal with. We have no troubles in recommending his services to others.
Glen Iris VIC
Chris is very attentive and explains financial concepts that are easily understood. He is always approachable and listens to your needs and concerns. He is very knowledgeable and takes time to explain the range of options available. I feel confident that the advice I receive is credible and in my best interest.
Clifton Springs VIC
Great advice and clear guidance. Very responsive.
Bentleigh VIC
Great advice and clear guidance. Very responsive.aI have been a client of Chris Allan for ten years. Chris has always been available and has provided me with very professional advice. I have great confidence in Allan Advisory Group P/L
Hampton VIC