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

I found this company to be very helpful and understanding of what I needed/wanted. The staff are very helpful and have very good communication. Look forward to dealing with them again when needed.

Fast and effective also very helpful so that I can achieved my goals

Highly skilled and knowledgeable people here at future assist. Tim has been amazing so far. Very easy and simple process so far

I first contacted this company on May 12, 2026, and was promised to be in possession of their finalised financial plan by the end of June. Despite… Read more

numerous requests for updates in June and reminders of the initial promise that the plan would be available by the end of June, the initial promise was ignored, and the new deadline is now three weeks later. I really need this by the promised date, and it seems that more "important" clients are being humoured instead. After careful searches on various feedback sites, which show they have an excellent overall rating, I feel an alternative voice needs to be raised about their less-than-commendable service delivery. It may be that private little old individuals will get put second in priority to business clients! Be warned, if you are a private individual! I can't comment on the final financial plan yet. I will, either way, in the near future.

Superannuation payments take longer than a week! I am not sure why does it take so long! I am quite suspicious about their process.

Have worked with Marcus for a few months. Introductions to stock tickers have been more than helpful as a guide to finding market opportunities.

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.

We’ve been working with Amor for the past 8 months to implement an asset protection plan for our business and develop strategies for long-term wealth… Read more

creation for our family. Throughout the process, Amor has been proactive, knowledgeable, and incredibly thorough. He always takes the time to talk things through and make sure we feel confident in the decisions being made. We’re very happy with the service and look forward to continuing to work together.

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

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.

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.

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

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.