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

87 listings
Ad
Future Assist Group of Companies

Featured review: I have nothing but praise for the team at Future Assist. All of their team are friendly and helpful, always ready to give advice and guidance. They helped set up our SMSF for us and offered a good cross section of investments without any sales pressure. The investments they recommended have all given good returns so far. Their fees are low in comparison to the percentage based fees the big super funds charged. Overall they have saved us tens of thousands and helped put the value of our super well ahead of where we would have been if we had stayed with our old super fund.

Highly knowledgeable staff
Well-considered strategies
Positive outcomes
  • Transparency
    4.7 (121)
  • Customer Service
    4.7 (100)
Superannuation Advice Australia
  • Award Winner 2022
4.8 from 1,429 reviews

Superannuation Advice Australia is a licensed financial advisory firm that provides independent superannuation advice catered to each customer’s financial interests.

Expert financial advice
Friendly and accommodating advisers
Handy free services
  • Transparency
    4.8 (1,152)
  • Customer Service
    4.9 (1,197)
My Online Adviser
  • Award Winner 2022
4.9 from 327 reviews

My Online Adviser draws on the skills of a team that specialises in financial planning. They help customers understand and take charge of their finances.

Knowledgeable advisers
No sales pressure
Transparent business practices
  • Transparency
    4.8 (238)
  • Customer Service
    4.9 (248)
ActOn Wealth
  • Award Winner 2021
5.0 from 117 reviews

ActOn Wealth offers help with cashflow and budget management, wealth creation, risk protection, lending, retirement planning and superannuation, self-managed superannuation, direct property advice and estate planning.

Outstanding financial expertise
Prompt, efficient and friendly customer service
  • Transparency
    5.0 (73)
  • Customer Service
    5.0 (74)
Future Assist Group of Companies

Future Assist is a company of wealth experts who provide comprehensive financial services; including wealth strategies, tax minimisation, investment lending, property investing, and wills and estate planning.

Veye
4.8 from 48 reviews

Veye is an independent equities research firm that provides unbiased recommendations to clients about buying, selling or holding stocks. Their mission is to help clients increase their wealth and attain financial freedom.

Related Articles

Previous
Super Funds Awards 2022!

A good super fund can make a substantial difference to the amount you retire with. From retail super funds to self managed super funds, view reviewer ratings for the top-rated super funds of 2022.

Wendy Z.
Wendy Z.12 Jan 2022
super-funds-awards-2020
Credit Card Awards 2020

Whether it's the sign up bonus, rates and fees, or reliable customer service that you look for in a credit card, a credit card is often used everyday, so it's important you choose one that meets your needs and that you're happy with. These are the top-rated credit cards this year, as decided by ProductReview.com.au reviewers.

Wendy Z.
Wendy Z.19 Nov 2019
credit-card-awards-2020
What Is Peer-To-Peer Lending?

Peer-to-peer lending is quickly gaining popularity among Australian borrowers and investors. If you've never heard of it before, this 2 minute read will give you a quick rundown so you can decide if P2P lending is right for you.

Nathan S.
Nathan S.14 Nov 2019
what-is-peer-to-peer-lending
Next
Fat Prophets
4.0 from 260 reviews

Latest review: I've relied on Fat Prophets for my market information for about 5 years. While I don't take up as many recommendations as I possibly should, I've found that their stock picks have generally been

Xero
3.9 from 504 reviews

Latest review: Whilst my question wasn’t overly difficult, it was annoying me. I received helpful and timely responses to fix my problem. We had a couple of communications backward and forward and the matter was r

Sheffield Financial Advisors
4.2 from 16 reviews

Latest review: Every one I have spoken to and met with at Sheffield Financial have been very helpful and professional . They have always been willing to answer any of my questions and have given me a greater

Kyra Finance
4.7 from 12 reviews

Latest review: Excellent service and great communication. KYRA finance has very well looked after our needs and made the process so simple. We were kept informed throughout the application and we did not have to

Apex Financial Planning
4.7 from 10 reviews

Latest review: The team were very patient and flexible, with availability, especially with my limited time. Dealing with the team was a pleasurable experience, and hassle free. So happy knowing that my

Platinum Accounting & Taxation

Latest review: We have been using Platinum Accounting for about 10 years now and have been extremely pleased with their service. Corinne goes above and beyond the call of duty and makes sure that we are well

Rate One
5.0 from 7 reviews

Latest review: Really happy with the service at RateOne. Big thanks to Dominica Durand. Dominica finessed my complex mortgage case quickly and flexibly without any dramas. She is friendly and easy to talk to,

Ellerfield Financial Planning

Latest review: Almost two and half years ago now [name removed](my husband) and I sat down and decided it was time to take serious action toward our retirement goals most importantly take care of our finances.

The Motley Fool
1.8 from 444 reviews

Latest review: There is a reason they call the subscribers of this service "fools" or the "Strategy" the "foolish approach" With the Stock Advisor, they say "Spend an equal amount of money on these stock pics,

QSA Financial Services
4.2 from 5 reviews

Latest review: 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, I had no doubt that our finances were in good

Empire Financial Group
4.2 from 5 reviews

Latest review: I have had a long and close relationship spanning some 20 years now with Phil Frost formerly of WB Financial and now with the Empire Financial Group. During all these years Phil has guided and helped

Odyssey Financial
2.4 from 12 reviews

Latest review: Do not trust. Purchased an investment property. Was promised minimum $560 p/w rent. Getting just half that - pre-Covid. Advice way off almost fraudulent and he (Nic Don) doesn’t give a t

Intelligent Investor
3.0 from 7 reviews

Latest review: I subscribed about 6 months ago and have bought and sold about 250k worth of stock using their recommendations. At the moment I am $2,500 down which I think is about even. At first the reasoning

Lime Financial Services
5.0 from 3 reviews

Latest review: I have employed Andrew at Lime Financial Services for all my new home loan reviews/changes for a very long period of time (3 moves). He is an extremely professional, knowledgeable & caring person and

StocksInValue
3.5 from 4 reviews

Latest review: I have been using SIV/Clime Direct for the last 7 years to manage my clients SMSF portfolios and I have been able to identify good quality companies that generate consistent dividend income and

Ad
Future Assist Group of Companies

Featured review: I have nothing but praise for the team at Future Assist. All of their team are friendly and helpful, always ready to give advice and guidance. They helped set up our SMSF for us and offered a good cross section of investments without any sales pressure. The investments they recommended have all given good returns so far. Their fees are low in comparison to the percentage based fees the big super funds charged. Overall they have saved us tens of thousands and helped put the value of our super well ahead of where we would have been if we had stayed with our old super fund.

Highly knowledgeable staff
Well-considered strategies
Positive outcomes
  • Transparency
    4.7 (121)
  • Customer Service
    4.7 (100)
Page 1 of 5