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WHO WE ARE

XL Advisory was founded with a single mission: to be the most successful, creative and ground-breaking advisory network in Melbourne. We approach each of our clients with fresh eyes to develop customised, unique strategies for success and growth.


Though we’ve grown since our founding, we’re still the same agency at heart. Let us help make your dreams a reality. Are you ready to set your future on the path to success? Give us a call today and see what we can do for you.

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About: About
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We take a holistic, client-focussed approach to each new collaboration, exploring not only what you want to achieve but why you want to achieve it, so we can bring new ideas, insights and solutions to the table to help you achieve your goals faster and more effectively.

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Our clients are like family to us – we work, play and grow together, celebrating our successes, sharing big ideas and building relationships that last a lifetime.


From new referrals and recommendations to attracting the best recruits and maximising our own job satisfaction, it’s this commitment to connecting with people that is the foundation of our success.

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WHY CHOOSE XL?

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QUALIFIED

Our team is made up of a network of qualified and licensed professionals which included Certified Practising Property Valuers, Licensed Estate Agents, Financial Consultants, Lawyers, Builders and Tradesman.

TRANSPARENT

Clients often approach XL Advisory with a general idea of what they need but they do not know where to go to obtain the right advice. We pride ourselves on being fair, open and transparent with no upfront fees or obligation. This allows clients to absorb the information and select an outcome that they would like without any added pressure.

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LOCAL

With XL you’ll always talk to a real, locally based specialist. They’re there to help you when you need them. No overseas call centres, and with a dedicated team member. We understand the importance of relationships and consistency so you’ll always speak to the same person.

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The Coffee Test

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‘Everything you need to know about a person you can read on their LinkedIn’ said no one ever.

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Because we invest our heart and soul into each new project, and because we understand that enjoying your work is as much about the people you’re working with as it is about the job you do, we like to be discerning about who we collaborate with.

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Referrals and repeat clients make up 90% of our new business, so before we commit to a partnership we take the time to sit down with prospective clients for a coffee and a chat, to find out if our core values and priorities align.

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We call it the Coffee Test and if, like us, a client is detail-oriented, innovative and hard-working, with the highest expectations of both their team and the finished product, it might turn into lunch and, eventually, a relationship for life.

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Are you looking for an investment model that provides the ultimate in flexibility?


Something that gives you complete control over which investment suits you while still offering competitive returns?

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Look no further.

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XL gives you the flexibility to construct your portfolio to conform to your investment strategy and risk appetite accross a diverse range of investment offers, all secured againt real assets.

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Feel free to reach out - We are here to help!

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