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

I had a great review with Kieren she helped me with everything and was a pleasure to talk with

Makayla was very helpful sorting my super accounts and activities. And I was sorted in no time, Cheers Joe

I am very happy with the service we have received.

Matthew has been excellent and very patient in setting up our future retirement funds. His ability to explain and work at our pace has been very appreciated

Over 12 months of being charged for a Xero subscription tied to an organisation I reasonably believed had been cancelled. During that entire period,… Read more

the account was not used, and two subscriptions were running in parallel without any legitimate business need.

When this was raised, there was no meaningful investigation into the duplication or the prolonged inactivity. The response was a strict reliance on terms and conditions to justify ongoing billing, despite the absence of usage and the clear lack of value being delivered.

No alerts were triggered. No duplicate detection occurred. No intervention was made at any point across more than a year of continuous charges.

Xero operates on a model where billing continues indefinitely without regard for usage, duplication, or intent. There are no safeguards to prevent long-term overcharging, and once identified, responsibility is pushed entirely back onto the customer with no meaningful resolution.

A refund was requested based on these facts and was declined.

This business operates in bad faith

Have been using veye for coupa years..marcus is exelent with his advice and comunication..regards mick

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.

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

Henry Cabban was the person who assisted me . He was very patient and helpful . Also due to my working hours he was very flexable re the times we connected. The improvements he suggested is already showing a result in my current status .

Setting up our ESVCLP was one of the most complex regulatory exercises we'd undertaken as a fund manager. Between structuring the limited partnership… Read more

correctly, preparing an investment plan that satisfied the Innovation Investment Committee, navigating the 30% concentration limits, managing the conditional registration period, and coordinating across our legal, tax and AFSL requirements, the process was genuinely daunting. Steve Maarbani from VentureCrowd guided us through every layer with expertise and patience – he clearly understood the Venture Capital Act inside out. We achieved full registration quickly and launched our fund with confidence. Couldn't have done it without them.

Denica was outstanding when dealing with any issues that occurred. I found her Professionalism and patience second to none. If you are not in arrears and live respectable, you won't have any issues if at all with DR Property.

Damien was extremely thorough and made my plan to retire easy to follow. I have always been happy with the advice given to me by My Wealth Solutions.

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.

Worry free financial advice – My husband David and I meet with Mark Smith on an annual basis and have always found his advice clear and concise and have enjoyed his collaborative approach.

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!

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!

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.

If anyone has invested with Royce Capital under the financial advise through Ventas capital and are having issues with funds returned to there SMSF, pls contact myself on 0412 450560.

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

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.

Poorly run company – I've been with Ellerfields after being taken to them by default by my old financial planner. for nearly a year now and have been given the runaround… Read more

with no review taking place and not returning my calls when I chase them up. I would not recommend this company.

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

Review for me rating of 1.9. Tells you everything invest in gold shares give mostly 10% return vanguard recipe " for disaster they in vest in… Read more

shares in different companies " if a world slow down or crash gold shares make you money bye-bye

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