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:
- Expertise in financial planning and investment strategies
- Proven track record of success
- Customized financial plans tailored to individual needs
- Transparent fee structure
- Positive client testimonials and reviews
Explore our list of The 20 Best Financial Planners in Sydney to find the perfect match for your financial needs and goals.
- 1. Sydney Financial Planning
- 2. FinancialAdvisor.com.au Financial Planners Sydney
- 3. Endorphin Wealth Management
- 4. Independent Wealth Advice - Financial Advisor Sydney
- 5. Tandem Financial
- 6. My Plan Financial
- 7. Plutus Financial Guidance
- 8. Jacaranda Financial Planning
- 9. Arrow Financial Advice - Financial Planner & SMSF Accountant
- 10. WealthMaker Financial Services
- 11. Claire Mackay Independent Financial Planner Sydney
- 12. Diamond Blue Financial Services
- 13. The Financial Group Pty Ltd
- 14. M Financial Planning
- 15. SYDNEY FINANCIAL PLANNING
- 16. Australian Financial Wellness
- 17. SYDNEY FINANCIAL PLANNING
- 18. SYDNEY FINANCIAL PLANNING
- 19. SYDNEY FINANCIAL PLANNING
- 20. Full Financial Advice Pty Ltd

- Monday: 8:30 AM–5:30 PM
- Tuesday: 8:30 AM–5:30 PM
- Wednesday: 8:30 AM–5:30 PM
- Thursday: 8:30 AM–5:30 PM
- Friday: 8:30 AM–5:30 PM
- Saturday: Closed
- Sunday: Closed
1. Sydney Financial Planning
Information and Reviews
- 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.
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.

- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
2. FinancialAdvisor.com.au Financial Planners Sydney
Information and Reviews
Some key points from customer reviews include:
- 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.
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.

- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
3. Endorphin Wealth Management
Information and Reviews
- 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.
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.

- Monday: 8:30 AM–6 PM
- Tuesday: 8:30 AM–6 PM
- Wednesday: 8:30 AM–6 PM
- Thursday: 8:30 AM–6 PM
- Friday: 8:30 AM–6 PM
- Saturday: Closed
- Sunday: Closed
4. Independent Wealth Advice - Financial Advisor Sydney
Information and Reviews
With a perfect rating of 5.0, customers have left glowing reviews for the business. Here are some key points from their feedback:
- 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
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.

- Monday: 9:30 AM–5:30 PM
- Tuesday: 9:30 AM–5:30 PM
- Wednesday: 9:30 AM–5:30 PM
- Thursday: 9:30 AM–5:30 PM
- Friday: 9:30 AM–5:30 PM
- Saturday: Closed
- Sunday: Closed
5. Tandem Financial
Information and Reviews
Customers have given Tandem Financial a stellar rating of 5.0 based on their experiences. Here are some key points from their reviews:
- 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.
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.

- Monday: 9 AM–6 PM
- Tuesday: 9 AM–6 PM
- Wednesday: 9 AM–6 PM
- Thursday: 9 AM–6 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
6. My Plan Financial
Information and Reviews
Customers have left glowing reviews about their experiences with My Plan Financial. Here are some key points from the reviews:
- 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.
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.

- Monday: 9 AM–5:30 PM
- Tuesday: 9 AM–5:30 PM
- Wednesday: 9 AM–5:30 PM
- Thursday: 9 AM–5:30 PM
- Friday: 9 AM–5:30 PM
- Saturday: Closed
- Sunday: Closed
7. Plutus Financial Guidance
Information and Reviews
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.
- 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.
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.

- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
8. Jacaranda Financial Planning
Information and Reviews
- 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.
Overall, Jacaranda Financial Planning stands out for their expertise in financial matters, fast service, and dedication to ensuring their clients' financial well-being.

- Monday: 9 AM–6 PM
- Tuesday: 9 AM–6 PM
- Wednesday: 9 AM–6 PM
- Thursday: 9 AM–6 PM
- Friday: 9 AM–6 PM
- Saturday: 9 AM–12:30 PM
- Sunday: Closed
9. Arrow Financial Advice - Financial Planner & SMSF Accountant
Information and Reviews
- 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.
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.

10. WealthMaker Financial Services
Information and Reviews
- 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.
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.

- Monday: 8:30 AM–5:30 PM
- Tuesday: 8:30 AM–5:30 PM
- Wednesday: 8:30 AM–5:30 PM
- Thursday: 8:30 AM–5:30 PM
- Friday: 8:30 AM–5:30 PM
- Saturday: Closed
- Sunday: Closed
11. Claire Mackay Independent Financial Planner Sydney
Information and Reviews
- 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.
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.

- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
12. Diamond Blue Financial Services
Information and Reviews
- 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.
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.

13. The Financial Group Pty Ltd
Information and Reviews
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:
- 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
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.

14. M Financial Planning
Information and Reviews
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:
- Professional and knowledgeable staff
- Excellent customer service
- Personalized financial advice
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.

15. SYDNEY FINANCIAL PLANNING
Information and Reviews
Some of the key services provided by Sydney Financial Planning include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
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:
- Highly knowledgeable and experienced team
- Excellent customer service
- Tailored financial solutions
- Trustworthy and reliable
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.

- Monday: Open 24 hours
- Tuesday: Open 24 hours
- Wednesday: Open 24 hours
- Thursday: Open 24 hours
- Friday: Open 24 hours
- Saturday: Open 24 hours
- Sunday: Open 24 hours
16. Australian Financial Wellness
Information and Reviews
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:
- Professional and knowledgeable staff
- Personalized solutions tailored to individual needs
- Excellent customer service and support
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.

17. SYDNEY FINANCIAL PLANNING
Information and Reviews
Customers have praised SYDNEY FINANCIAL PLANNING for their professionalism, expertise, and personalized approach. Here are some key points from the reviews:
- Knowledgeable and experienced financial advisors
- Excellent customer service and communication
- Helpful in creating customized financial plans
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.

18. SYDNEY FINANCIAL PLANNING
Information and Reviews
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.
- Professional and personalized financial advice
- Knowledgeable and friendly staff
- Dedication to helping clients achieve 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.

19. SYDNEY FINANCIAL PLANNING
Information and Reviews
The business has received positive reviews from satisfied customers who have highlighted the following key points:
- Professional and knowledgeable staff
- Great attention to detail in financial planning
- Excellent customer service
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.

20. Full Financial Advice Pty Ltd
Information and Reviews
Customers have praised the business for their professionalism, knowledge, and personalized approach to financial planning. Some key points from customer reviews include:
- Expert financial advice tailored to individual needs
- Great customer service and communication throughout the process
- Helpful in guiding clients towards making informed financial decisions
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.
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.
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.
Servicios Relacionados