Aegis Financial is a boutique financial advisory firm located in Melbourne and services both regional and metropolitan clientele throughout Australia.

We are privately owned allowing us the flexibility and resources to deliver quality advice outcomes for our clients.

We develop life-long partnerships with our clients fostered through our client first service proposition and our friendly personable approach.

We stringently assess all opportunities, complexities and drawbacks to ensure the advice and service provided is of the highest standard.

What matters to us is that our clients are free from financial worry, have the confidence in their financial affairs to sleep soundly at night and can plan to do the things they want to do in the future.

Integrity, Accountability and innovation are the cornerstones of what we do for our clients. 

At Aegis Financial, it’s this focus that drives our financial planning approach. Our investment philosophy is no different, focused on helping our clients to protect their wealth and giving them the opportunity to grow it long term.

Our philosophy has evolved out of our long-term experience in delivering results for our clients, driven by thorough research.

We understand the trust our clients place in our services. Our philosophy is designed to ensure that you always have clarity about how your money is being invested.