2026-08-21T02:25:06.679Z

Adrian and Oscar were fantastic with giving us detailed advice based on our individual circumstances and made the process of implementing it extremely simple and painless. Thanks a lot!

2026-08-21T01:22:11.184Z

Thanks Ricky and Alex! The team was very easy and transparent to work with. They took the time to explain things in detail. Alex has been very patient with a busy person like me. It certainly makes me look forward to my retirement with a sense of assurance.

2026-08-18T21:07:06.882Z

We have been with Agim and his team for a few years now and recent interaction with Lachlan- we highly recommend their services, they are very knowledgeable and keep us updated continuously.

2026-08-17T05:53:17.022Z

Great bunch of people to deal with and super helpful

2026-08-17T05:37:43.448Z

I have had a great experience with Index wealth and have used them twice, Oscars team including Daniel have provided a great service, they have gone above and beyond to get things moving and facilitated.Great communicators and very easy to reach and contact if there is anything to clarify during the process.happy to give 5 stars for their services

2026-08-16T20:42:34.760Z

Very responsive and accountable

2026-08-16T05:05:02.079Z

2026-08-14T14:40:23.981Z

Lachlan has provided genuine advice to help organise and provide structure within my investment in superannuation. He is prompt, friendly, and great communication.Thankyou Lachlan

2026-08-14T07:37:03.294Z

I was paying way too much for my life insurance….Josh and his team worked really hard for me and halved the price with the same benefits. Great team to work with. They have you in their corner. Great saving for me!!!

2026-08-14T06:56:02.179Z

I recently worked with Alexander Kyriacou at IndexWealth to sort out my superannuation and life insurance, and the experience was excellent from start to finish. Alex took the time to properly explain my options, was patient with all my questions, and made what can be a pretty confusing area feel straightforward. He was professional, responsive, and clearly knew his stuff.I'd happily recommend Alex and IndexWealth to anyone looking for genuine, knowledgeable advice on super and insurance.

2026-08-11T21:42:43.379Z

2026-08-11T06:27:41.929Z

The team at Index Wealth say it clearly and then get the results they promise. I have no hesitation recommending Agim and his crew.

2026-08-11T06:20:30.441Z

Alex was really professional and helpful with everything I needed to get my financial planning in place and in order to fantastic and excellent customer service really great to have made contact with Alex it has change my life really appreciated I recommend him for anyone thank again Alex kind regards Walid Fadlalla

2026-08-10T22:24:24.159Z

Josh & David helped me make sure my super is with the right fund and invested with the right strategy to meet my personal goals. Very easy to deal with and explained concepts succinctly in a way that is easy to understand, had a great time working with them!

2026-08-10T07:46:32.767Z

2026-08-07T08:21:29.850Z

Lachlan was great to deal with. He made everything easy, straight forward and I have since recommended my family to look after their finances

2026-08-07T08:19:48.410Z

I recently worked with Lachlan for financial advice and couldn't be happier with the experience. From our first meeting, Lochlan was professional, knowledgeable, and genuinely took the time to understand my financial goals and circumstances.Lochlan's communication was excellent throughout, and I always felt confident that my best interests were the priority. I would highly recommend Lochlan to anyone looking for honest, reliable, and professional financial advice.Thanks again for all your help!

2026-08-07T08:17:23.587Z

Lachlan was professional, prompt and great at what he does. I can not thank him enough. Would recommend him to anyone looking for a trust advisor.

2026-08-07T07:56:30.825Z

2026-08-07T06:56:12.762Z

Reagan was really helpful in taking me through the entire process. We covered what I required and he managed to find a good policy which has met my needs. Would recommend if this is something that you've been curious about and wanting to know more.Thanks for your support and to the team as well.

2026-08-07T05:29:11.824Z

Have loved being able to work with Mitch and Claire!! They have both been absolutely incredible helping me to organise my finances. Such a smooth process and they were able to make everything super easy to understand!! Would highly recommend.

2026-08-07T02:44:54.947Z

Lachlan has been helping me out with my super for a couple weeks now and everything has been smooth going

2026-08-06T10:59:33.217Z

The team is great. They really take a personal approach on your needs. They listen!! Highly recommended for your financial goals and retirement plans. If there was a 10/10 I would pass it on.

2026-08-06T08:37:19.104Z

I recently received an inheritance after my father passing and was very overwhelmed with how best to honour my dad by making the most of this money I asked chat gpt who the best financial advisors in melbourne were and they came up second. I am completely financially illiterate but the guys Oscar and Reagan were great and answered all my questions and there were many and were very patient with me. I feel very confident with the plan we set up even excited for the future may even get to retire earlier then I thought. Hopefully this sparkling review will get them to the number one spot!

2026-08-06T06:43:50.708Z

⭐⭐⭐⭐⭐I had a great experience with Index Wealth. The team was professional, knowledgeable, and took the time to explain everything clearly. They made the process smooth and stress-free, and I felt supported every step of the way. I highly recommend Index Wealth to anyone looking for trustworthy financial guidance and excellent customer service.

2026-08-06T06:04:29.602Z

2026-08-03T07:40:39.005Z

I have been working with Mitch and his incredible team over at Index Wealth. As someone who doesn’t understand much on the finance side or my super it’s been a huge relief to have the experts explain everything to me and help me understand it all. The communication is great and I’ve had a fantastic experience with Mitch and his team. I highly recommend using them. It’s awesome knowing I’m in great hands as they’re all very knowlegable

2026-07-31T06:42:10.785Z

I couldn’t recommend Joshua Whelan more highly. He is brilliant at what he does and always comes to meetings thoroughly prepared.Josh breaks down the financial planning process in a way that is incredibly easy to understand. He takes the time to listen, understand your individual circumstances and make recommendations that genuinely suit your needs, rather than simply offering a one-size-fits-all solution. It is clear that he puts his clients’ interests first.As someone who is still learning how to navigate the Australian financial system, superannuation and personal insurance, I really appreciated Josh’s patient, down-to-earth approach. He walked me through everything step by step and made the whole process feel much less overwhelming.If you are looking for a financial adviser who explains things in simple terms, listens carefully and is genuinely easy to work with, Josh is your go-to. I highly recommend booking an appointment with him.

2026-07-31T05:48:37.622Z

Love the team at Index Wealth. Great advice and friendly service.Can't recommend them enough

2026-07-31T05:15:32.364Z

Couldn’t recommend Claire and Mitch highly enough. From the first meeting through to implementation it was a seamless process, their knowledge and understanding is second to none!