Best Financial Planning Services in New South Wales Sydney, Newcastle and Wollongong

Good service great people to talk to. They make the experience easy.

Matthew was very polite and helpful in regards to the review of my super.

Have been with Future Assist for over 10 years and have always found the team, informative and well versed. They have a clear understanding of my financial status and attend meetings providing clear directives.

I highly recommend the team at Act On Wealth. The key things that we look for in a financial planner are expertise, attention to detail and tailored… Read more

advice that fits our circumstances and some of the specialised financial structures that we have. Blyth and the team tick all of these boxes - in addition, they work behind the scenes to make sure all of the administration is managed - it just happens in the background which is fantastic, but with full transparency so we can see everything that is happening with our investments. Blyth's availability is great, and he takes time to explain everything so we can have full confidence in the steps we are taking.

Very friendly, efficient and price is very reasonable, but customer support limitations for urgent issues

Johny has provided timely information leading to many profitable outcomes. thankyou Johny

Tess especially as well as everyone I spoke with were very professional to work with and made the experience a pleasure. I would highly recommend the company to anyone.

I’ve been working with Amor from Wealthline for a number of years now and he has been absolutely great. His advice has been very valuable and has… Read more

made a huge difference to my super. He is very thorough and covers a lot of aspects in his advice. He always makes himself available when I need to speak with him and he follows up with me on actions from our meetings. He also has a great team working with him. I highly recommend Wealthline.

Yeral is a very friendly and helpful and easy to work with , being new to all this retirement and pension stuff, we would not hesitate to recommend him and True wealth to anyone. Yours Les Rankin

What a huge mistake it was to invest with these pirates. a 4 month investment turned into a 2 and a half year wait, only to then be told they have… Read more

gone into administration, and now from that, to full liquidation. Ponzi scheme operators and complete crooks. they have ruined the retirement plans for dozens and dozens of people that trusted them with their super and their hard earned savings.

Wife & I had a consult with Meagan and were waiting for a follow up email. We never received anything and subsequently called the helpline to advise… Read more

what had happened. Again nothing. Not sure if we didn’t qualify or what happened but some honesty why we didn’t get anything would have been the professional approach.

Our experience with Matt and the team has been excellent. Personal attention to our financial needs from a team who cares about us as individuals and the outcomes achieved for us.

You're in safe hands with the Allied guys. Proactive advice and insights that gave us confidence in our decisions.

Excellent service – Corinne has been so helpful with my taxes over the past few years, especially since mine have been quite complicated. Would definitely recommend her services!

Absolute horrible experience – all I have received since I joined is a $10000-$15000 loss in my super and now I’m trying to leave I’ve had nothing but problems 100% would not recommend!… RUN!….

Absolutely exceptional! – I highly recommend Ida Kalajdzic RateOne Mortgage Broker! Ida is very customer focused, has a strong technical expertise and exceptional attention… Read more

to detail. Ida achieved outstanding results both with refinancing my loan and arranging absolutely magnificent first home loan deal for a close family member. Ida ensured that all process run smoothly without stress, and kept us updated with amazingly clear communication along the way. I look forward to use Ida’s services in the coming years for periodic loan reviews!

It is discouraging to read of so many good reviews on this site but then have to accept the terrible service we have had from Invest Blue at… Read more

Cooranbong. It all started when I questioned why the monthly advisor fee had to go up 16% when the inflation rate was less than 3% at the time. Newly retired, I can't watch that sort of money leaving my account every month when all we get is an annual 'catch-up' and no communication during the year - not even answers to emails. We decided to stop using the particular advisor (and thus leave Invest Blue) and withdraw our investments from MyNorth. Since then it has been a painful process of having to remind the advisor up to 3 times to answer my emails which have contained questions and sometimes instructions. Excuses have been 'holiday breaks' or 'illness' which are fine but most professionals would set up an autoreply. Answers sometimes come at last and are short and abrupt. The latest email request has gone three weeks with several reminders from me. This time there have been no responses and not even any lame excuses. From the reviews I am sure Invest Blue is generally a good company, but PLEASE don't put yourself through the pain of going to their Cooranbong office.

First Home Buyer, Stress Free Experience – Working with Summit was a fantastic experience! The team was professional, responsive, and truly dedicated to finding the perfect home for us. They… Read more

guided us through every step with expertise and made the whole process smooth and stress-free. Highly recommend them for anyone looking to buy or sell their home!

I was promised everything from the start and it went down hill really fast. I was passed off to three or four different people after I was told they… Read more

resigned. The service declined further and it took weeks to hear back when I asked any questions or asked for advice. It took over 6 months to set up insurance and after a year and receiving our Statement of Advice, there had been no action. They were very unprofessional when setting up SMSF and held up the whole process. I am sad to say I would definately not recommend them. For us it was a massive loss of money.

Had a review done with the team. Guy and Steve were great. Looks like I’ll be in a much better position at retirement with my super. They also helped… Read more

me with some investments as well which I always wanted to get into but just never had done yet. I definitely recommend them.

Great information and analysis on stocks. Often done with good humour and honesty. If you value neutrality or a fair go at both sides of politics,… Read more

I'd avoid the Weekend Briefing. The left leaning and love for our worst ever PM is quite incredible. Alan Kohler does, after all, work for the ABC.

So important for all families! – QSA really helped me sort out my life insurance and income protection which has given me real peace of mind. Hailey was so professional and thorough,… Read more

I had no doubt that our finances were in good hands. I'd highly recommend their services to all my friends and family!

VENTAS CAPITAL NOT REPYAING MANDATE FEES! – WATCH OUT! [Name Removed] and [Name Removed], keeping the $15,000 mandate fee based on the following, only shows how desperate you both are for… Read more

income: (I wasn't surprised to see another REVIEW on here stating the same issue with mandate fees, now it's been removed)!

FACTS:

1. 07.06.24 3.20pm My email clearly stated I’m sure you respect that, with contradicting terms please accept the $15,000 on the basis both parties are happy with the final offer. 2. 07.06.24 4.40pm [Name Removed] called after receiving my email and confirmed Derek my 2IC and myself on this call that the $15,000 was based on the deal settling. (3rd attachment) 3. All our conversations were subject to the independent valuation coming in at $4m+, this was stated in every conversion we had regarding the valuation as your "offers" were based on a 4m+ valuation. (Hence [Name Removed] requested and accepted the valuation for the commercial building) 4. I never received any/final loan offers from Maxiron "The lender" to sign, besides an email on the 18.06.24 at 9.47am with [Name Removed] advising the establishment fee was reduced from 2.8% to 2.4%, 2.8% had never been tabled or advised. This tactic is purely to justify your fees. 5. 19.06.24 9.56am, [Name Removed] texted myself “Maxiron has advised the loan approval has an expiry at 5pm today. Need to know if this is an option for you. (Formal offers have a legal time frame)!

[Name Removed] and [Name Removed] accepted the $15,000 based on both parties being happy with the terms as per my email on 07.06.24 3.20pm, [Name Removed] also called immediately after and confirmed it was based on the deal settling, my 2IC of my Company Derek, was in this phone call.

Anyone who wants proof of what is stated above to prove the facts, please feel free to email me on darren@no1propertyguide.com.au and I will send through all documents to allow yourself to make an informed decision along with the screen shot of the 1 star review that has been removed.

5x Reviews on Product Review: (Now 4 reviews) 1x Review states the same issue of not repyaing fees as agreed!. (Looks like you have paid the client hence he has removed his 1 star review based on the same situation) 1x Review from [Name Removed], [Name Removed] is [Name Removed] partner.

Arranging an SMSF loan for an investment property can be complicated if the broker doesn’t understand the rules. Financio reviewed our situation… Read more

carefully, explained the options in plain language, and kept the application fully compliant throughout.

Communication stayed consistent and the process felt organised rather than stressful. A practical and professional service for anyone needing superannuation property finance.

Wonderful professional service from Melbourne accoutant – Review for One Minute Tax. I have a small business and needed help with my annual tax return. This was 6 years ago, and Julie has been helping me… Read more

ever since. My knowledge about tax matters was limited so I needed someone like Julie who understands the whole process. I am very thankful for all her help and I recommend her professional tax services without reservation.

Excellent, professional and well worth the investment for my future – Thank you to Jess Bell at Story Wealth for helping me set up my investment strategies for the future. Jess has been very patient with me when I have… Read more

asked lots of questions and spent time with me running through the different investments to ensure I have a understanding of my portfolio. I feel very safe in the hands of Story Wealth and know that at any time, I can pick up the phone and get assistance with my investments. I highly recommend Jess, Anne and the team to anyone needing to plan for the future.

Review of MacArthur wealth management – Anne Steer has been our financial planner for some years and have found her to be professional and supportive at all times

Rip off – Setup a whole lot of insurances so he get a kick back each time and when asked where is all these policies financed, dont worry it is coming out of… Read more

your super, so you might have an insurance which you might not need and your super is dwindling away with your the kick back they are taking for setting up those which you do not need..A.H

Vanguard Australia – Delayed Dividend Payment I am extremely disappointed with my experience with Vanguard and Computershare regarding the payment of… Read more

dividends from my Vanguard investments in VVLU and VMIN. I invested in Vanguard ETFs VVLU and VMIN and was expecting dividend payments dated 16 July 2026. When I checked my Computershare account, I discovered that my bank details needed to be set up. I updated my bank account details on 17 July 2026, but after three weeks I am still waiting for the dividend payment. I contacted Computershare and was told that I needed to wait longer, but I was not given a clear explanation or a definite payment date. Overall, this has been a very disappointing experience with two companies that should be providing investors with a reliable and transparent dividend payment service.

Fantastic to deal with and prompt with payment. Very friendly people over the phone. I highly recommend them.