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

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63 listings

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 728 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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MYOB

MYOB

4.0 from 2,271 reviews

Latest review: Having trouble with the latest Payroll upgrade, I was given clear instructions, a plan was formulated and followed through. I felt I was listen too, understood and given confidence to solve the

  • Transparency
    3.3 (348)
  • Customer Service
    3.5 (290)
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 728 reviews

Latest review: We’re pleased with the service Future Assist offer, they’re always reviewing our file annually and it all chugs along quite nicely. They do add value to our situation which is one of the reasons we wi

  • Transparency
    4.7 (78)
  • Customer Service
    4.7 (55)
The Motley Fool

The Motley Fool

2.0 from 229 reviews

Latest review: Don't do it ! They play you for a fool literally. They just want your $$$. I never made a penny from these '' FOOLS '' !!! Tried to get a refund and almost had to beg. Why should it take 10 business

  • Transparency
    2.3 (66)
  • Customer Service
    2.3 (52)
Superannuation Advice Australia

Superannuation Advice Australia

4.7 from 97 reviews

Latest review: Early days but the whole experience has been pleasant. Would recommend at least hearing them out as I genuinely feel like they are looking out for your best interest. Chris has been awesome to deal

  • Transparency
    4.7 (90)
  • Customer Service
    4.7 (85)
ActOn Wealth

ActOn Wealth

5.0 from 57 reviews

Latest review: Thomas Daykin has helped me to buy my very first and very own property. The experience was seamless and I couldn't be happier now. Not being an expert in this field, I always felt in good hands with

  • Transparency
    5.0 (22)
  • Customer Service
    5.0 (21)
Fat Prophets

Fat Prophets

2.4 from 54 reviews

Latest review: They do not deserve one star. Spammers. I have received texts and I have had no dealings with this business. Ring the 1800 number and can only leave a message after you have been placed on hold. I

  • Transparency
    1.0 (8)
  • Customer Service
    1.0 (6)
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

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

Private Capital Management Financial Planning

Private Capital Management Financial Planning

5.0 from 12 reviews

Latest review: My wife and I started working with Nathan four years ago when we purchased our first investment property. Nathan provided us with end to end advice from the best loan options available, suggestions

  • Transparency
    5.0 (9)
  • Customer Service
    5.0 (2)

Is part of...
Private Capital Management · includes 2 listings
62 reviews
Odyssey Financial

Odyssey Financial

2.3 from 10 reviews

Latest review: Paul and his team came referred via a friend who spoke very highly of Odyssey Financial. They recently assisted us in obtaining our first home loan and then the subsequent purchase of our house. Paul

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
My Online Adviser

My Online Adviser

5.0 from 9 reviews

Latest review: It was all a wonderful and reassuring time with this business Paige and Ryan were absolutely wonderful and so understanding and easy to Talk to Will definitely be recommending this to everyone I

  • Transparency
    5.0 (8)
  • Customer Service
    5.0 (8)
Perpetual Limited

Perpetual Limited

1.6 from 7 reviews

Latest review: I was effectively headhunted by Perpetual for a role in their back office functions. Approached out of the blue with a role that I was quite interested in after discussion with their talent

  • Transparency
    1.0 (2)
  • Customer Service
    1.0 (2)
Ellerfield Financial Planning

Ellerfield Financial Planning

4.5 from 6 reviews

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.

Intelligent Investor

Intelligent Investor

2.6 from 5 reviews

Latest review: I had taken the Intelligent Investor subscription for a number of years. At one time 3 of the stocks they recommended and I bought kept going down, Namely Trade me, IOOF and Santos. I could accept

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
QSA Financial Services

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

Centuria

Centuria

1.0 from 4 reviews

Latest review: Estate Solicitors wrote to company seeking details of investments for probate purposes ,4 weeks later no reply Sent Fax to CEO who claimed never received letter but communications crossed and the

  • Transparency
    1.0 (1)
Rate One

Rate One

5.0 from 4 reviews

Latest review: We recently purchased a new property and Ted from Rateone has been amazing in making the loan process easy and stress free... He has a great insight and knowledge about the mortgage and wealth

  • Transparency
    5.0 (2)
  • Customer Service
    5.0 (2)
StocksInValue

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

  • Transparency
    5.0 (1)
Hall Chadwick

Hall Chadwick

1.0 from 4 reviews

Latest review: Wouldn’t even give 1 star. Absolutely disgusting and inhumane service I’ve ever received! The services are terrible and the accountants charge you the highest possible fee for a tax return they NEVER

  • Transparency
    1.0 (1)
  • Customer Service
    1.0 (1)
Commonwealth Bank Financial Planning

Commonwealth Bank Financial Planning

1.3 from 3 reviews

Latest review: I was referred to a financial adviser when calling CBA, inquiring about starting a new account. I agreed to meet their chosen adviser and sat through two hours of questions whereby I provided

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 728 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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