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

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74 listings

Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 754 reviews

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.

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  • Transparency
    4.7 (104)
  • Customer Service
    4.7 (81)
Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 673 reviews

Latest review: Michelle and Taylor where great in explaining everything to me and if I had questions where able to explain to me the process. Very helpful withe the adice. My assessment came back lower and I told

  • Transparency
    4.8 (559)
  • Customer Service
    4.9 (574)
Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 754 reviews

Latest review: Thanks to Future Assist I have my life in order! Well, from a financial perspective at least... I have a stable & growing property portfolio, Estate planning with contingencies, a Self-Managed Super

  • Transparency
    4.7 (104)
  • Customer Service
    4.7 (81)
ActOn Wealth
  • Award Winner 2021

ActOn Wealth

5.0 from 83 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 (43)
  • Customer Service
    5.0 (44)
My Online Adviser

My Online Adviser

4.9 from 73 reviews

Latest review: Using this service for less than six months. So far perfect service doing exactly as promised. The process was very simple and Ben walked me through it all the

  • Transparency
    4.8 (56)
  • Customer Service
    4.9 (58)
MYOB

MYOB

4.0 from 2,440 reviews

Latest review: I've been using MYOB essentials for about the last 6 years for my small business, however, it just automatically updated itself. Now all my number sequences on my invoices are gone, my Business

  • Transparency
    3.5 (476)
  • Customer Service
    3.6 (423)
Xero

Xero

4.1 from 387 reviews

Latest review: I thought I would give Xero a go after many years of using MYOB The inability to easily backup my data with Xero and work on my system without an internet connection leaves me with no choice but to

  • Transparency
    4.3 (299)
  • Customer Service
    4.0 (305)
Shares in Value

Shares in Value

4.7 from 18 reviews

Latest review: I have only been with Shares in Value for a few months. Have more than recovered my subscription and also covered the costs of other advisers like TMF which I now find redundant. They regularly

  • Transparency
    5.0 (13)
  • Customer Service
    5.0 (12)
Sheffield Financial Advisors

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

Fat Prophets

Fat Prophets

2.2 from 59 reviews

Latest review: I spend at least two and a half hours each day going over their reports. I've had the subscription for over 6 years and my personal portfolio has grown from 35k to over $230k. You have to read the

  • Transparency
    1.3 (13)
  • Customer Service
    1.5 (11)
The Motley Fool

The Motley Fool

1.9 from 321 reviews

Latest review: Bought several so called "highly recommended" shares which are performing way below the market average. Would have been better off just picking random stocks with my eyes shut. Would not recommend

  • Transparency
    2.1 (139)
  • Customer Service
    2.1 (123)
Odyssey Financial

Odyssey Financial

2.5 from 11 reviews

Latest review: Paul Loupetis and Natalie Kairouz have done it again!! Even in these difficult times, they went out of their way to ensure we got our loan for our investment property! I can't fault them. Despite

  • Transparency
    5.0 (2)
  • Customer Service
    5.0 (2)
Yale Property Solution

Yale Property Solution

1.7 from 32 reviews

Latest review: I have had a long history of Yale just not delivering the goods. I followed up with one representative only to find that he had left and commenced with another employer. All subsequent attempts to

WhiteStar Group

WhiteStar Group · includes 8 listings

5.0 from 122 reviews

Latest review: Liz knows conveyancing and you won't regret going with WhiteStar! I was apprehensive and even daunted by facilitating my first property purchase and given this I had a number of questions and

  • Transparency
    5.0 (54)
  • Customer Service
    5.0 (44)
Private Capital Management

Private Capital Management · includes 2 listings

5.0 from 84 reviews

Latest review: I had a wonderful experience dealing with Nathan and the Private Capital team. They really understood my needs, shared insights and help me decide on a loan that was right for me. I’ve had a couple

  • Transparency
    5.0 (51)
  • Customer Service
    5.0 (41)
New Vision Financial Services

New Vision Financial Services · includes 7 listings

5.0 from 23 reviews

Latest review: Chris was such a massive help through the whole process of purchasing our property and took a lot of the stress out of it for me. He's quick to respond and by the phone 24/7 willing to answer any

  • Transparency
    5.0 (14)
  • Customer Service
    5.0 (14)
Rate One

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,

  • Transparency
    5.0 (5)
  • Customer Service
    5.0 (5)
Lime Financial Services

Lime Financial Services

5.0 from 2 reviews

Latest review: very impressed witht he proffesionalism of this service. Andrew was cery helpful and came when he said he would. it was an unusual mortgage process we had to look at but he came through with very

Adelaide Budgeting

Adelaide Budgeting · includes 2 listings

5.0 from 2 reviews

Latest review: I first messaged Adelaide Budgeting in February 2019 but was embarrassed about my financial situation and buried my head in the sand and thought “I can do my own budget”. Well that didn’t work out. I

  • Transparency
    5.0 (1)
Quill Group

Quill Group

5.0 from 1 review

Latest review: I truly recommend Quill Group to anyone. You get everything you need in one place. The team are friendly and service is always on time. Also, they do awesome coffee for clients :)

Wealth Peak Financial Advice

Wealth Peak Financial Advice

5.0 from 1 review

Latest review: Andrew and the team have provided me with fantastic financial planning advice that will set me up for retirement. Taking a strong interest in my financial future, Andrew has provided me with

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 754 reviews

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.

Ad
  • Transparency
    4.7 (104)
  • Customer Service
    4.7 (81)
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