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The 20 Best Financial Planners in Sydney

For individuals in Sydney seeking professional guidance to manage their finances and plan for the future, finding the right financial planner is crucial. With a multitude of options available, it can be overwhelming to choose the best financial planner Sydney has to offer. Whether you are looking to secure your retirement, invest wisely, or simply create a solid financial plan, having a knowledgeable and reliable financial planner by your side is essential.

Before making a decision, it is important to consider factors such as experience, expertise, services offered, and client reviews. By comparing different financial planners in Sydney, you can find the one that best suits your needs and financial goals. Below are some key points to keep in mind when selecting a financial planner:

Explore our list of The 20 Best Financial Planners in Sydney to find the perfect match for your financial needs and goals.

How this guide is ordered

This list of financial planners in Sydney is based on expertise, customer ratings, verifiable details and location.

Some businesses can pay for extra visibility within the guide.

Top 3Full listMapHow to choose

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#1
Sydney Financial Planning
4.9122 reviews
#2
FinancialAdvisor.com.au Financial Planners Sydney
5.041 reviews
#3
Endorphin Wealth Management
4.934 reviews

Full list

Compare 20 local options

Sydney Financial Planning#1
What stands out

  • Customers appreciate the professionalism and sound advice offered by the advisors, especially in areas like superannuation, estate planning, and navigating the aged care system.

  • The team at Sydney Financial Planning is lauded for their approachability and readily available assistance in offering advice and ideas to ensure financial stability.

  • Many clients mention that the financial advisors, such as Bill Bracey and James, have provided them with invaluable knowledge and confidence in their financial future.

  • Customers commend the diligence, forethought, and expertise of advisors like Gary Winwood-Smith in helping them transition into retirement comfortably and securely.

Sydney Financial Planning

4.9122 reviews
Suite 13/201 New South Head Rd, Edgecliff NSW 2027, Australia

Sydney Financial Planning is a well-established business known for its exceptional financial planning services. With a rating of 4.9 and a total of 122 reviews, it is evident that customers are highly satisfied with the level of expertise and care provided by the team.

These are just a few examples of the positive feedback received by Sydney Financial Planning. Whether you are planning for retirement, navigating complex financial decisions, or seeking trustworthy advice, the team at Sydney Financial Planning is dedicated to helping you achieve your financial goals.

FinancialAdvisor.com.au Financial Planners Sydney#2
What stands out

  • Clear understanding of financial options and strategies provided in the first session.

  • Professional, knowledgeable, and responsive advisors who prioritize clients' interests.

  • Efficient and patient financial advisors who explain complex concepts simply.

FinancialAdvisor.com.au Financial Planners Sydney

5.041 reviews
11/99 York St, Sydney NSW 2000, Australia

FinancialAdvisor.com.au Financial Planners Sydney is a highly acclaimed financial planner located in Sydney. They provide top-notch services to help clients achieve their financial goals and secure their future. With a perfect rating of 5.0 stars, it's clear that customers are extremely satisfied with the expertise and guidance provided by the professionals at this establishment.

Some key points from customer reviews include:

Overall, clients appreciate the personalized service, expert advice, and genuine care they receive from the team at FinancialAdvisor.com.au Financial Planners Sydney. If you're looking to optimize your financial resources and secure your future, this business comes highly recommended by its satisfied clientele.

Endorphin Wealth Management, Sydney#3
What stands out

  • Clients praise the firm for its knowledgeable, professional, and passionate advisors who provide personalized advice on wealth creation.

  • The team at Endorphin Wealth Management is lauded for its sound, timely, and trustworthy financial advice that delivers great results consistently.

  • Customers appreciate the collaborative and insightful approach the advisors take in guiding them through financial and investment affairs, always keeping their best interests in mind.

  • People highly recommend Endorphin Wealth Management for their exceptional expertise, professional service, and dedicated team of experts who provide a complete package of financial solutions.

Endorphin Wealth Management

4.934 reviews
Level 24/1 Market St, Sydney NSW 2000, Australia

Endorphin Wealth Management is a leading financial planner located in Sydney, Australia. They offer top-notch services tailored to each client's individual needs.

With a rating of 4.9 based on 34 reviews, Endorphin Wealth Management continues to earn the trust and satisfaction of their clients through their reliable and personalized financial services.

Independent Wealth Advice - Financial Advisor Sydney#4
What stands out

  • Insightful advice significantly uplifted financial situation

  • Refreshing fee-for-service business model

  • Personable, professional, and highly informed financial planning

  • Expertise, professionalism, and genuine care in helping clients achieve their financial goals

Independent Wealth Advice - Financial Advisor Sydney

5.018 reviews
Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000, Australia

Independent Wealth Advice is a reputable financial planner located in Sydney, Australia. They offer a range of service options including online appointments and on-site services. The business is committed to accessibility with wheelchair-accessible entrance, seating, and toilet facilities. Clients can also enjoy amenities such as toilets on-site.

With a perfect rating of 5.0, customers have left glowing reviews for the business. Here are some key points from their feedback:

Customers praise the independent financial advice provided by Independent Wealth Advice and highlight the expertise, dedication, and trustworthiness of the team. Whether it's navigating Australia's complex superannuation system or managing investments, clients can trust Independent Wealth Advice to provide exceptional service and tailored financial solutions.

Tandem Financial, Sydney#5
What stands out

  • Mankit and the team provide knowledgeable and helpful guidance on financial goals, investments, life insurance, and superannuation funds, ensuring clients make informed decisions.

  • Clients appreciate the personalized attention and swift responsiveness demonstrated by the team, with regular updates and check-ins to ensure financial progress.

  • The financial advisor, Mankit, is described as warm, intelligent, patient, astute, honest, and trustworthy, making clients feel secure and confident in their long-term financial success.

  • Customers have praised Mankit's professionalism, responsiveness, expertise, and high-quality service, recommending his services to friends and family members seeking financial advice.

Tandem Financial

5.013 reviews
Suite 5, Level 8/99 York St, Sydney NSW 2000, Australia

Tandem Financial is a leading financial planner located at Suite 5, Level 8/99 York St, Sydney NSW 2000, Australia. They offer a range of service options including online appointments and on-site services, making it convenient for clients to access their expertise.

Customers have given Tandem Financial a stellar rating of 5.0 based on their experiences. Here are some key points from their reviews:

With a reputation for exceptional service and expertise, Tandem Financial is a trusted partner for individuals seeking sound financial advice and planning for a secure financial future. Visit their website at http://www.tandemfinancial.com.au/ or give them a call at +61 1300 892 585 to start your financial journey today.

My Plan Financial, Sydney#6
What stands out

  • Nicholas and Peter provided transparent and generous assistance in understanding financial options for aged care.

  • They were very understanding and provided clear and easy to understand advice.

  • The professionals at My Plan Financial acted swiftly and achieved results efficiently.

  • Customers appreciate the company's moral and ethical values.

My Plan Financial

5.04 reviews
Angel Place, level 17/123 Pitt St, Sydney NSW 2000, Australia

My Plan Financial is a reputable financial consultant located in Sydney, Australia. They offer a wide range of services to assist clients with their financial needs. Some of the services provided include retirement planning, investment advice, and aged care financial planning.

Customers have left glowing reviews about their experiences with My Plan Financial. Here are some key points from the reviews:

These positive reviews highlight the professionalism and expertise that My Plan Financial brings to the table. Visit their website today to learn more about how they can help you achieve your financial goals.

Plutus Financial Guidance, Sydney#7
What stands out

  • Customers praise the diligence and professionalism of the principal financial planner, Vince Lam.

  • The team at Plutus Financial Guidance is described as approachable, reliable, and efficient.

  • Clients value the comprehensive financial planning services provided and feel confident in their financial future.

  • Reviews highlight the exceptional guidance, support, and expertise of Vince Lam and his team.

Plutus Financial Guidance

4.723 reviews
Angel Place, level 17/123 Pitt St, Sydney NSW 2000, Australia

Plutus Financial Guidance is a top-notch financial consultant located in Sydney, Australia. This business offers a range of services to help clients achieve their financial goals and secure their future.

The team at Plutus Financial Guidance is highly professional, knowledgeable, and dedicated to providing the best possible outcomes for their clients. Customer reviews speak volumes about the exceptional service and guidance provided by the team.

If you are looking for independent financial advice and a trustworthy partner to guide you toward your financial goals, Plutus Financial Guidance comes highly recommended by satisfied clients.

Jacaranda Financial Planning, Sydney#8
What stands out

  • Customers appreciate the professional advice given by the advisers, such as Mr. Joel Harty, who provided valuable insights on maximizing savings and retirement planning.

  • Many clients are impressed by the fast approval process of loans and the efficient fund transfer to their bank accounts.

  • Some customers applaud the ongoing management of their superannuation funds and the excellent customer service provided by Brett and his team.

Jacaranda Financial Planning

4.3105 reviews
60 Margaret St, Sydney NSW 2000, Australia

Jacaranda Financial Planning is a reputable financial planner located in Sydney, Australia. They offer a range of services and amenities to cater to their clients' needs. With a rating of 4.3 based on 105 reviews, it's clear that their customers have had positive experiences with them.

Overall, Jacaranda Financial Planning stands out for their expertise in financial matters, fast service, and dedication to ensuring their clients' financial well-being.

Arrow Financial Advice - Financial Planner & SMSF Accountant, Sydney#9
What stands out

  • Customers appreciate the caring and professional approach of the team.

  • The team at Arrow Financial Advice is well respected in the profession.

  • Personalized financial planning services tailored to meet individual needs.

Arrow Financial Advice - Financial Planner & SMSF Accountant

5.01 reviews
Darling Park, Tower Two, Tower Two, Level 22/201 Sussex St, Sydney NSW 2000, Australia

Arrow Financial Advice is a leading financial planner and SMSF accountant located in Sydney, Australia. They offer personalized financial planning services tailored to meet the unique needs of each client. With a 5.0 rating, customers have praised the team for being caring, professional, and well respected in the profession.

If you are looking for expert financial advice and efficient SMSF accounting services, Arrow Financial Advice is the place to go! Visit their website to learn more about how they can help you secure your financial future.

WealthMaker Financial Services, Sydney#10
What stands out

  • Customers praise the team at WealthMaker for their expert advice and sound investment strategies.

  • Many clients have highlighted the team's professionalism, knowledge, and dedication to helping them achieve their financial goals.

  • Several reviewers have mentioned the team's ability to tailor financial solutions to individual needs and situations, making them a top choice for financial planning services.

WealthMaker Financial Services

4.210 reviews
7/88 Pitt St, Sydney NSW 2000, Australia

WealthMaker Financial Services is a premier financial planner located in Sydney, Australia. They offer a wide range of services to help individuals and families achieve their financial goals. From savings and investment programs to superannuation and insurance management, WealthMaker has the expertise and experience to guide their clients towards financial success.

Whether you are looking to buy your first home, grow your superannuation, or plan for retirement, WealthMaker Financial Services is a trusted partner in your financial journey. Trust in their expertise and experience to secure a brighter financial future for you and your family.

Claire Mackay Independent Financial Planner Sydney#11
What stands out

  • Clients appreciate Claire Mackay's ability to communicate complex financial concepts in a clear and relatable manner, making it easier for them to understand and make informed decisions.

  • The team at Claire Mackay Independent Financial Planner Sydney is known for its unwavering commitment to providing impartial advice that is tailored to each client's unique needs and financial goals.

  • Customers praise Claire for her warm and supportive demeanor, as well as her dedication to helping them achieve their financial aspirations while ensuring their best interests are always the top priority.

Claire Mackay Independent Financial Planner Sydney

4.114 reviews
3/9 Help St, Sydney NSW 2067, Australia

Claire Mackay Independent Financial Planner Sydney is a renowned financial planner in Sydney that provides expert financial advice and guidance to individuals and families. With a Rating of 4.1 based on 14 Reviews, it is evident that clients value the personalized service and professionalism offered by the team.

Whether you are seeking assistance with budgeting, investing, securing your family's financial future, or preparing for major life milestones, Claire Mackay Independent Financial Planner Sydney is equipped to provide you with the expert advice and guidance you need to thrive financially.

Diamond Blue Financial Services, Sydney#12
What stands out

  • Diamond Blue Financial Services has been a game-changer for me. Their tailored approach, expertise, transparency, and excellent communication set them apart. Highly recommended!

  • Incredibly frustrating to deal with. I only use them for insurance and it feels like they sit back and take their rolling commission without any form of customer service. Would not recommend.

  • Offering exceptional service, Diamond Blue Financial Services has been a reliable partner in navigating complex financial matters. Their expertise and professionalism are top-notch.

Diamond Blue Financial Services

3.73 reviews
level 6/7 Macquarie Pl, Sydney NSW 2000, Australia

Diamond Blue Financial Services is a reputable financial planner located in Sydney, Australia. They offer a range of financial services to help individuals and businesses achieve their financial goals. Customers have praised their tailored approach, expertise, transparency, and excellent communication:

Their office is equipped with accessible amenities such as wheelchair-accessible entrance and toilet facilities. Customers can visit their website for more information and contact them at +61 2 9223 0911 for personalized financial assistance.

The Financial Group Pty Ltd, Sydney#13
What stands out

  • Knowledgeable and friendly staff who go above and beyond to help clients

  • Tailored financial solutions that meet individual needs and goals

  • Transparent and honest communication throughout the entire process

The Financial Group Pty Ltd

Level 15/115 Pitt St, Sydney NSW 2000, Australia

The Financial Group Pty Ltd is a reputable financial planner located in the heart of Sydney, Australia. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with retirement planning, investment strategies, or estate planning, their team of experienced professionals is ready to assist you every step of the way.

Customer reviews praise The Financial Group Pty Ltd for their exceptional customer service, knowledge, and attention to detail. Some key points from customer reviews include:

Trust The Financial Group Pty Ltd to provide you with top-notch financial planning services that will set you up for a secure and prosperous future. Contact them today to schedule a consultation.

M Financial Planning, Sydney#14
What stands out

  • Professional and knowledgeable staff

  • Excellent customer service

  • Personalized financial advice

M Financial Planning

8/65 York St, Sydney NSW 2000, Australia

M Financial Planning is a trusted financial planner located in Sydney, NSW, Australia. They prioritize their clients' financial well-being by offering personalized financial planning services tailored to individual needs and goals.

Their expert team provides services such as investment planning, retirement planning, wealth management, and insurance planning to help clients secure a stable financial future.

Customer reviews highlight the following key points:

Whether you're planning for retirement, investing for the future, or seeking insurance coverage, M Financial Planning is committed to helping you achieve your financial goals with expertise and care. Trust them to guide you towards a prosperous financial future.

SYDNEY FINANCIAL PLANNING#15
What stands out

  • Comprehensive financial planning

  • Investment management

  • Retirement planning

  • Estate planning

  • Highly knowledgeable and experienced team

  • Excellent customer service

  • Tailored financial solutions

  • Trustworthy and reliable

SYDNEY FINANCIAL PLANNING

level 12/1 Pacific Hwy, North Sydney NSW 2060, Australia

Sydney Financial Planning is a reputable financial planner located in North Sydney, Australia. The company offers a wide range of services aimed at helping individuals and businesses achieve their financial goals.

Some of the key services provided by Sydney Financial Planning include:

Customers have praised the expertise and professionalism of the team at Sydney Financial Planning. They have highlighted the personalized approach to financial planning and the attentive customer service.

Here are some key points from customer reviews:

With a commitment to providing top-notch financial advice and services, Sydney Financial Planning is the go-to destination for all your financial planning needs. Contact them today to start securing your financial future.

Australian Financial Wellness, Sydney#16
What stands out

  • Professional and knowledgeable staff

  • Personalized solutions tailored to individual needs

  • Excellent customer service and support

Australian Financial Wellness

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Australian Financial Wellness is a trusted financial planner that provides expert guidance and personalized solutions to help clients achieve their financial goals. With a commitment to financial wellness, they offer a range of services including investment planning, retirement strategies, wealth management, and more.

Customers have praised Australian Financial Wellness for their professionalism, knowledge, and dedication to helping them secure their financial future. Here are some key points from their reviews:

Whether you're looking to plan for retirement, grow your investments, or simply improve your financial health, Australian Financial Wellness is here to help. Visit their website or contact them today to take the first step towards a secure financial future.

SYDNEY FINANCIAL PLANNING#17
What stands out

  • Knowledgeable and experienced financial advisors

  • Excellent customer service and communication

  • Helpful in creating customized financial plans

SYDNEY FINANCIAL PLANNING

Level 10/20 Martin Pl, Sydney NSW 2000, Australia

SYDNEY FINANCIAL PLANNING is a top-notch Financial planner located in Sydney, Australia. They offer a wide range of services to help individuals and businesses achieve their financial goals.

Customers have praised SYDNEY FINANCIAL PLANNING for their professionalism, expertise, and personalized approach. Here are some key points from the reviews:

Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, SYDNEY FINANCIAL PLANNING has got you covered. Contact them today to schedule a consultation and take the first step towards financial security.

SYDNEY FINANCIAL PLANNING#18
What stands out

  • Professional and personalized financial advice

  • Knowledgeable and friendly staff

  • Dedication to helping clients achieve financial goals

SYDNEY FINANCIAL PLANNING

Suite 2, Ground Floor/14-16 Central Rd, Miranda NSW 2228, Australia

Sydney Financial Planning is a reputable financial planner located in Miranda, Australia.

Their services include comprehensive financial analysis, retirement planning, investment strategies, and wealth management tailored to individual needs.

Customers have praised Sydney Financial Planning for their personalized approach, knowledgeable staff, and commitment to helping clients achieve their financial goals.

Whether you are planning for retirement, saving for a major purchase, or simply looking to improve your financial situation, Sydney Financial Planning is a trusted partner in financial success.

SYDNEY FINANCIAL PLANNING#19
What stands out

  • Professional and knowledgeable staff

  • Great attention to detail in financial planning

  • Excellent customer service

SYDNEY FINANCIAL PLANNING

Level 7/91 Phillip St, Parramatta NSW 2150, Australia

Sydney Financial Planning is a reputable financial planner located in Parramatta, Australia. They offer a wide range of services to assist their clients in managing their finances and planning for the future. With their experienced team of financial advisors, clients can expect personalized advice and guidance tailored to their specific needs and goals.

The business has received positive reviews from satisfied customers who have highlighted the following key points:

At Sydney Financial Planning, clients can trust that they are in good hands when it comes to securing their financial future. Contact them today to schedule a consultation and take the first step towards financial stability and success.

Full Financial Advice Pty Ltd, Sydney#20
What stands out

  • Expert financial advice tailored to individual needs

  • Great customer service and communication throughout the process

  • Helpful in guiding clients towards making informed financial decisions

Full Financial Advice Pty Ltd

14/309 Kent St, Newtown NSW 2000, Australia

Full Financial Advice Pty Ltd is a reputable financial planner located in Newtown, Australia. They offer a wide range of financial services to help clients achieve their financial goals and secure their future.

Customers have praised the business for their professionalism, knowledge, and personalized approach to financial planning. Some key points from customer reviews include:

Whether you are looking to invest, save for retirement, or plan for your future, Full Financial Advice Pty Ltd is dedicated to providing top-notch financial guidance to help you succeed. Trust in their expertise and let them assist you in securing a stable financial future.

Summary

The comparison at a glance

#BusinessRatingReviews
#1Sydney Financial Planning 4.9122
#2FinancialAdvisor.com.au Financial Planners Sydney 5.041
#3Endorphin Wealth Management 4.934
#4Independent Wealth Advice - Financial Advisor Sydney 5.018
#5Tandem Financial 5.013
#6My Plan Financial 5.04
#7Plutus Financial Guidance 4.723
#8Jacaranda Financial Planning 4.3105
#9Arrow Financial Advice - Financial Planner & SMSF Accountant 5.01
#10WealthMaker Financial Services 4.210
#11Claire Mackay Independent Financial Planner Sydney 4.114
#12Diamond Blue Financial Services 3.73
#13The Financial Group Pty Ltd——
#14M Financial Planning——
#15SYDNEY FINANCIAL PLANNING——
#16Australian Financial Wellness——
#17SYDNEY FINANCIAL PLANNING——
#18SYDNEY FINANCIAL PLANNING——
#19SYDNEY FINANCIAL PLANNING——
#20Full Financial Advice Pty Ltd——

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Map of Financial Planners in Sydney

Looking for a financial planner in Sydney to help you navigate your financial future? Explore our comprehensive map of all the top financial planners in Sydney to find the perfect match for your financial goals and needs. Whether you're saving for retirement, planning for your child's education, or strategizing for wealth growth, we've got you covered. View Ranking

How to choose Financial Planners in Sydney

  1. Expertise in financial planning and investment strategies.
  2. Proven track record of success.
  3. Customized financial plans tailored to individual needs.
  4. Transparent fee structure.
  5. Positive client testimonials and reviews.

Frequently asked questions

What does a financial planner in Sydney do?

A financial planner in Sydney helps individuals and families create a personalized financial plan to achieve their goals. This may involve assessing current financial situation, setting short and long-term objectives, and recommending appropriate investment strategies and products. Additionally, a financial planner in Sydney may provide guidance on retirement planning, tax planning, estate planning, insurance needs, and more. They work closely with clients to monitor their progress, make adjustments as needed, and ensure they stay on track towards their financial goals.

How can I find a reputable financial planner in Sydney?

When looking for a reputable financial planner in Sydney, it's important to do your research and ask for recommendations from friends, family, or colleagues. You can also check online reviews and credentials to ensure the planner is properly qualified and licensed. It's recommended to schedule a consultation with a few different financial planners in Sydney to discuss your goals, preferences, and any concerns you may have. This will help you determine if the planner is a good fit for your specific needs and expectations.

What qualifications should I look for in a financial planner in Sydney?

When choosing a financial planner in Sydney, it's important to look for someone who is a Certified Financial Planner (CFP) or holds a similar recognized certification. This indicates that the planner has met rigorous standards of education, experience, and ethics in the field of financial planning. You should also ensure that the financial planner in Sydney is registered with the appropriate regulatory bodies and has no history of disciplinary actions. Asking about their experience, areas of expertise, and fee structure can help you determine if they are a good fit for your financial needs.

How much does it cost to hire a financial planner in Sydney?

The cost of hiring a financial planner in Sydney can vary depending on the planner's experience, expertise, and the complexity of your financial situation. Some financial planners charge a flat fee, hourly rate, or a percentage of assets under management. Before hiring a financial planner in Sydney, it's important to discuss their fee structure in detail and make sure you understand how they will be compensated for their services. This will help you make an informed decision and ensure that the cost of hiring a financial planner fits within your budget.

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