About Fio Wealth Pty Ltd
A Melbourne-based consultancy helping Australian businesses, investors and families make confident, well-informed decisions about their financial future.
Our Story
Fio Wealth Pty Ltd was founded with a simple purpose: to provide honest, practical and genuinely accessible business and financial consulting to Australians who are building something worthwhile. We saw too many small business owners and families being sold complexity instead of clarity, so we set out to build a practice that speaks plainly, charges fairly and puts the client's interests first.
From our base in Melbourne, we work with clients across Victoria and, through secure remote appointments, right across Australia. Whether you are launching your first enterprise, restructuring a growing company or planning for succession and retirement, our role is the same: to listen carefully, plan thoughtfully and help you act with confidence.
As a fully registered Australian company (ABN 74 703 374 565), we operate to high professional and ethical standards in everything we do.
Our Values
Integrity
We only recommend what we would choose for our own families. No hidden fees, no conflicted advice, no shortcuts.
Clarity
Finance does not need to be confusing. We explain every recommendation in plain English so you always understand your options.
Long-Term Partnership
We measure success by our clients' outcomes over years, not transactions. Many of our relationships span entire business lifecycles.
Accountability
As a registered Australian company, we hold ourselves to documented processes, clear deliverables and measurable results.
Our Team Approach
Every engagement is led by a senior consultant from start to finish. We deliberately keep our client list small so each business receives the attention it deserves.
- Listening first: we begin every relationship with a thorough discovery conversation, not a sales pitch.
- Tailored strategy: no templates or generic roadmaps — your circumstances, goals and risk appetite shape the plan.
- Plain-language reporting: regular updates written for business owners, not accountants.
- Collaborative review: strategies are revisited as your business and the market evolve.
Our Credentials
Fio Wealth Pty Ltd is a fully registered Australian company trading from Melbourne, Victoria, and maintains robust internal governance, privacy and compliance practices.
- Registered Australian company — ABN 74 703 374 565.
- Advisers with tertiary qualifications in finance, accounting and business strategy.
- Documented quality and confidentiality processes for every client file.
- Continuing professional development across taxation, governance and business consulting disciplines.
What Clients Say
Start the Conversation
Book a no-obligation discovery appointment with our Melbourne team and find out how a considered, personalised strategy could strengthen your business and your future.
Request a Quote Contact Us