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Find the Best Financial Planner in Sydney

Looking for the best financial planner in Sydney? Request quotes from our list of highly rated financial planners. It’s fast and free.

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Average rating of financial planners near Sydney


based on 136 reviews of 12 businesses

Best Sydney Financial Planners Near You

Word of Mouth Financial Planners in Sydney receive an average rating of 4.9 based off 136 reviews.

Hunterwood Solutions

5.0 (99)
star icon Happy Customers Program
award badge icon 2024 Award
check icon ABN: 40 165 879 505
Licence image Credit Representative No. 455814
star icon Happy Customers Program
award badge icon 2024 Award
check icon ABN: 40 165 879 505
Licence image Credit Representative No. 455814
 Sylvania NSW ·    02 9522 ... Click to show ·     (Sunday:  Closed)  
Service Rating
4.9 (99)
Quality Rating
5.0 (99)
Value Rating
5.0 (99)
shield icon Over 50 years combined experience
shield icon Specialists in investment property finance
shield icon Customer satisfaction rate of 93%

“John and his team helped me immensely through the whole loan approval process. The team was very prompt with answering all the questions I asked”…

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 doesn't just grow investments; they nurture financial dreams and turn them into reality.”…

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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”…
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Pocket Risk
check icon ABN: 15 973 245 630
 Sydney NSW ·    44798355... Click to show
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GrowthFront Pty Ltd
 Sydney NSW ·    1300 388... Click to show ·     (Sunday:  Not Provided)  
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Aged Care Financial Planning
 Sydney NSW ·    1300 000... Click to show ·     (Sunday:  Closed)  
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Steadmond Finance Sydney
 Sydney NSW ·    1300 397... Click to show ·     (Sunday:  Not Provided)  
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Recent Financial Planner Reviews in Sydney

131 reviews
3 reviews
0 reviews
0 reviews
2 reviews

Average rating of financial planners near Sydney

4.9 based on 136 reviews
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

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.

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 ...

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.

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