Investment Advice That Helps You Grow Wealth With Confidence
We don’t believe investing should feel confusing or intimidating. We break it down in a way that’s simple, strategic, and aligned with your goals, risk profile, and timeline. Our experienced Melbourne-based investment planners provide clear, personalised guidance designed to help you make smarter decisions, reduce the guesswork, and build long-term financial security. We specialise in personal investment strategies for individuals, couples, families and those building long-term wealth. We also support business owners who want to integrate their business and personal finances into one clear, connected plan.
What We Help You With
Smart investing starts with understanding your goals and building a strategy that supports them. We focus on creating structure so your money works efficiently across every area of your financial life.
We help you build an investment plan that’s shaped around your financial goals, time horizon and personal risk appetite. Your strategy is designed to be clear, practical and sustainable, giving you confidence in every step you take.
We can set you up to build wealth throughout your career, help you pay off your mortgage faster, buy an investment property and grow your wealth.
We can also advise you on how best to invest larger amounts of money to minimise your tax implications and risk.
No matter what your goals are, our team of financial experts will work with you to create the right personalised investment strategy.
Investing works best when the foundations are strong. We help improve your cash flow and reduce debt efficiently, ensuring your investment strategy is supported by a solid financial base and a plan that fits your lifestyle.
We guide you in structuring a diversified portfolio designed for sustainable, long-term performance. Our approach helps you spread risk, remain resilient through market cycles and grow your wealth steadily over time.
Transparency matters. We help you understand exactly how your investments are structured, where your money is going, and how each decision aligns with your broader financial goals, giving you clarity and control.
Passive Income
Building Steady, Long-Term Income for Greater Financial Freedom
True financial freedom often comes from creating income streams that work without your constant involvement. It’s not about quick wins or risky bets; it’s about building a portfolio that generates steady, reliable earnings while also growing in value over time. The most effective investment strategies don’t just pay you today, they strengthen your financial position for the future through long-term capital growth.
We help you create long-term financial independence through investments designed to deliver both ongoing passive income and sustainable asset growth, supporting your goals while working quietly in the background.
Our planners work with you to design an investment strategy that creates ongoing income, whether that comes from dividends, distributions, interest, or strategically structured assets that complement your broader financial plan.
By diversifying your investments and creating a clear, evidence-based structure, we help you build passive income that grows with you over time, providing stability today and greater financial freedom for your future. Here are some of the ways our clients build passive income through structured, long-term investing:
Dividend-Paying Shares
Companies that distribute a portion of their profits to shareholders can create a steady stream of dividend income, while also offering the potential for share price growth over time.
Managed Funds & ETFs
Diversified investment funds often provide regular distributions and exposure to growth across hundreds or thousands of underlying assets, helping you build both income and capital appreciation.
Bond & Fixed-Income Investments
Fixed-income products can deliver predictable interest payments, providing stability within a diversified portfolio.
Property & Real Estate Investment Funds
Property exposure, either directly or through managed vehicles, can generate rental income and long-term capital growth as property values increase.
Superannuation Investments
Super can be a powerful vehicle for generating income in retirement, with strategic asset allocation designed to provide ongoing earnings and long-term capital growth throughout your working life.
Structured Investment Portfolios
A well-designed combination of growth and income assets can create ongoing earnings while building long-term wealth through capital growth, giving you a portfolio that evolves with your lifestyle and goals.
Our Investment Advice Approach
Guided Investing That Evolves With You
Investing well isn’t about luck or reacting to the latest headlines, it’s about having a clear strategy, strong foundations and ongoing guidance from planners who see the full picture. Our approach is structured, evidence-based and always personalised to your goals, your lifestyle and your appetite for risk.
We start by understanding where you are now, what you want to achieve and how much risk you’re comfortable taking. From there, we build an investment strategy that aligns with your broader financial plan, including your cash flow, debt, superannuation, insurance and long-term goals. This ensures every decision supports your bigger journey, not just your next step.
Our philosophy is to create structure, stay diversified and focus on long-term, sustainable growth. We help you avoid unnecessary risk, spread your investments safely across different asset classes and understand exactly how your money is working for you.
And because life changes, we stay connected. We monitor your progress, refine your strategy when needed and provide ongoing education so you feel confident and supported at every stage. With 360, you get a team that blends financial planning, lending, tax insight, and strategic thinking, helping you invest with clarity, purpose, and long-term confidence.
Why Choose 360 for Investment Advice
Investment Advice Made Easy
When it comes to investing, clarity matters, and that’s exactly what we deliver. When you work with 360, you’ll be supported by a team that combines experience across financial planning, lending and tax, ensuring every investment decision fits seamlessly into your bigger financial plan.
And above all, we promise to keep things clear. Our team provides honest advice and takes the time to explain why something is right for you. Many of our clients tell us it’s the first time investing has ever felt simple, and that’s exactly the experience we strive to deliver.
When you work with 360, you get clarity, support and a strategy designed for real progress, helping you grow your wealth confidently and purposefully over time.
Frequently Asked Questions
How do I know which investment strategy is right for me?
There’s no one-size-fits-all strategy. The right approach depends on your goals, timeframe, income, and your comfort with investment risk. We help you understand your options clearly and build a strategy aligned with your financial situation and long-term plans.
How much money do I need to start investing?
You don’t need a large lump sum to begin. Many people start with smaller, consistent contributions that build momentum over time through compounding returns. We’ll help you create an investment plan that fits your budget and grows steadily.
Can you help if I already have investments?
Absolutely. Many clients come to us with an existing portfolio but aren’t sure whether it’s structured correctly or performing as well as it could. We review what you have, identify opportunities to improve diversification, risk levels and long-term growth, and align everything with your broader financial goals.
Can you help me create passive income through investing?
Yes. We design investment strategies that support long-term passive income through diversified assets, including dividend-paying shares, managed funds, ETFs, fixed-income investments, and more. Your passive income strategy will always be customised to your goals and risk profile.
We’re Here to Help with Your Questions and Enquiries
Please complete the form below with your enquiry details, and one of our team members will get back to you as soon as possible. We look forward to assisting you.







