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Find the Best Financial Planner in Sydney

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Average rating of financial planners near Sydney


based on 149 reviews of 12 businesses
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Best Sydney Financial Planners Near You

Word of Mouth financial planners in Sydney receive an average rating of 4.9 based off 149 reviews.

Hunterwood Solutions

5.0 (112)
star icon Happy Customers Program
award badge icon 2025 Award
check icon ABN: 40 165 879 505
Licence image Credit Representative No. 455814
star icon Happy Customers Program
award badge icon 2025 Award
check icon ABN: 40 165 879 505
Licence image Credit Representative No. 455814
 Sylvania NSW ·    02 9522 ... Click to show ·     (Wednesday:  9:00am to 5:00pm)  
Service Rating
4.9 (112)
Quality Rating
5.0 (112)
Value Rating
5.0 (112)
shield icon Over 50 years combined experience
shield icon Specialists in investment property finance
shield icon Customer satisfaction rate of 93%

“Approximately 2 years ago I engaged John from Hunterwood solutions to be my buyer's agent I can't thank him and his team enough for their expert”…

Walker Capital
4.8 (23)
 Sydney NSW ·    6128076... Click to show
Service Rating
4.8 (23)
Quality Rating
4.8 (23)
Value Rating
4.8 (23)

“Walker Capital Agency's investment strategies are a perfect blend of wisdom and innovation, producing exceptional results. They are really experienced”…

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The Everyday Trader
5.0 (1)
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“I have done The Everyday Trader's beginners trading course. I found the courses extremely helpful. It was easy to understand and very helpful”…

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INKOM Wealth Management
5.0 (2)
 Sydney NSW ·    1300 046... Click to show
Service Rating
5.0 (2)
Quality Rating
5.0 (2)
Value Rating
5.0 (2)

“As the process (financial planning) is sometimes time demanding, I would like you to be aware of the professionalism I have found, dealing with INKOM”…

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Small Business Superannuation Fund
5.0 (1)
 Sydney NSW ·    1300 360... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“i was enquiring about superannuation for my staff and came across this company. i went in for a consultation and the information i was given was”…

Knowledge IQ
5.0 (1)
 Sydney NSW ·    02 9259 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
4.0 (1)

“This business provides a personalised service offering advice on financial planning and in particular superannuation. They are a small group, very”…

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Financial Spectrum
5.0 (2)
 Sydney NSW ·    02 8238 ... Click to show
Service Rating
5.0 (2)
Quality Rating
5.0 (2)
Value Rating
4.5 (2)

“I sought the services of a financial planner from Financial Spectrum in early 2009 and I have been very happy with the service and advice that I have”…

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IMoney Wealth Advisors
5.0 (1)
 Sydney NSW ·    1300 046... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“iMoney goal is to partner with clients to become their trusted adviser, to give them the confidence to live their lives to the fullest without”…

MASU Financial Management
5.0 (1)
 Sydney NSW ·    1300 786... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“Since I and my husband were beginners in investment, we need a financial planner to help us understand where our money is going. We want someone close”…

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Global1Training
5.0 (1)
 Woolloomooloo NSW ·    02 9261 ... Click to show
Service Rating
4.0 (1)
Quality Rating
4.0 (1)
Value Rating
5.0 (1)

“I was offered a free ticket to Booming in the Bust which was a 3-day seminar hosted by Global 1 Training. They had organised 12 of the world's highly”…

Kalkine
3.7 (3)
 Sydney NSW ·    02 8667 ... Click to show
Service Rating
3.7 (3)
Quality Rating
3.7 (3)
Value Rating
3.7 (3)

“Very good recommendations given by Kalkine. Their reports are really working and helped me in making very good amount of money in stock market.”…

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REST Superannuation
4.0 (1)
 Sydney NSW ·    1300 300... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“Deducted week amounts from my income for superannuation savings. Deducted week amounts from my income for superannuation savings.Deducted week amounts”…

GrowthFront Pty Ltd
 Sydney NSW ·    1300 388... Click to show ·     (Wednesday:  09:30 am - 05:3...)  
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Aged Care Financial Planning
 Sydney NSW ·    1300 000... Click to show ·     (Wednesday:  8am–5:30pm)  
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Steadmond Finance Sydney
 Sydney NSW ·    1300 397... Click to show ·     (Wednesday:  09:00 AM to 05...)  
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Australian Ethical Investment Ltd
 Sydney NSW ·    02 8276 ... Click to show ·     (Wednesday:   9:00am to 5:00pm)  
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BMF Wealth
 Sydney NSW ·    02 9233 ... Click to show ·     (Wednesday:  8:30AM–5:30PM)  
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Insights for Financial Planners Servicing Sydney

Out of all the financial planners servicing Sydney, 8 are members of the Happy Customers Program. These businesses typically encourage their clients to leave reviews on Word of Mouth and are serious about customer satisfaction.

10 financial planners based in Sydney have been verified by Word of Mouth, meaning their business details were manually confirmed by our support team.

In total, 193 jobs have recently been posted for financial planners on Word of Mouth, with 3 in Sydney. The average quote response time is 112.88 hours. The average fixed quote price received for financial planners is $3135.0, and the average hourly rate is $257.00.

13 financial planners have submitted licence details, which our support team has manually verified. These were accurate at the time of submission, but we recommend checking official registers to confirm they continue to remain valid before hiring any business.

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Businesses can pay for a higher ranking, but they can’t pay to change, remove, or alter their reviews. What you see is shaped by thousands of Aussies sharing their experiences over the past 18 years.
3+
Jobs posted for Financial Planners in Sydney
1.0
Average quotes per job in Sydney
112.88 hours
Average time to first quote in Sydney
Based on the most recent job posts for Financial Planners in Sydney.

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Recent Financial Planner Reviews in Sydney

144 reviews
3 reviews
0 reviews
0 reviews
2 reviews

Average rating of financial planners near Sydney

4.9 based on 149 reviews
Ashley Cunningham
1 review · 600 points
verified email - 05 Sep 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0
Would recommend!

Helped set up my first superannuation fund, budgeting and how to save towards a first home.

Good-Life Advisory
5.0 (1)
 Sydney NSW  03 5858 ... Click to show
Greg Marshall
1 review · 500 points
verified email - 07 Feb 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0
Great advice!

I have been seeing Karen for 6 Years and couldn’t recommend her Higher

 Miranda NSW  9525... Click to show
Gary Litmore
1 review · 500 points
verified email - 07 Feb 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0
Ease of mind

Karen provided me with a great understanding of my Mothers Situation and walked me through the process to put my mind at ease. Recommending her to everyone I meet

billingt
1 review · 300 points
12 Sep 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

The experts at Walker Capital Agency have a gift for simplifying complex investment concepts, making them accessible and profitable.

 Sydney NSW  6128076... Click to show
harlowj
1 review · 300 points
11 Sep 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Walker Capital Agency's commitment to staying ahead of the curve ensures that their clients are positioned for maximum gains.

faramarzg
1 review · 300 points
02 Nov 2022
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

As medical professionals, we have entrusted our wealth creation and future security with Bloomwealth Tax & Financial Advisors. Antonio and other professional members of the team were the remarkable support for our strategic decision making. Bloomwealth's team are experts who appeared always available and knowledgeable. We believe we are in the ...

 Crows Nest NSW  1300 716... Click to show
kerrys147
1 review · 500 points
verified email - 26 Jul 2021
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Great service, very knowledgeable and they really care.

 Parramatta NSW  02 9683 ... Click to show

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