#1
Elliot Watson Financial Planning Newcastle
Read 146 reviewsReputation score: 93/100
Change service or location
2026 rankings NSW
27 Best Financial Planners
in Lambton
Compare the top 27 financial planners in Lambton, ranked by Google reviews and business profile details.
Data as of 27 September 2026 · 801 Google reviews across 27 listed businesses
See the 27 listings ↓Top 27 Financial Planners in Lambton, NSW
1–27 of 27The shortlist
Elliot Watson Financial Planning Newcastle (4.9 stars from 146 Google reviews), Coastal Advisory Australia - Newcastle (5.0 stars from 86 Google reviews) and Progressive Financial Planners (5.0 stars from 56 Google reviews) lead LocalLocal's Lambton financial planners ranking.
Compare the review count alongside each rating. Ask the business about your job, location and preferred dates before booking.
#2
Coastal Advisory Australia - Newcastle
Read 86 reviewsReputation score: 88/100
#3
Progressive Financial Planners
Read 56 reviewsReputation score: 88/100
#4
Crest Financial Services
Read 81 reviewsReputation score: 87/100
#5
Hunter Financial
Read 80 reviewsReputation score: 87/100
#6
Nest Financial Solutions
Read 46 reviewsReputation score: 82/100
#7
Finspire Advisers® - Independent Financial Planners
Read 40 reviewsReputation score: 82/100
#8
Shanley Financial Planning - Warners Bay
Read 40 reviewsReputation score: 82/100
#9
Ironbark Advice Newcastle
Read 25 reviewsReputation score: 82/100
#10
Braeside Wealth
Read 22 reviewsReputation score: 82/100
#11
Insight Wealth Planning
Read 20 reviewsReputation score: 80/100
#12
Aspira Business & Financial Services
Read 51 reviewsReputation score: 79/100
116/10-16 Kenrick St, The Junction New South Wales 2291
aspirafinancial.com.au#13
Enlightened Private Wealth
Read 14 reviewsReputation score: 76/100
#14
The Adviser Collective
Read 13 reviewsReputation score: 76/100
#15
Hunter Wealth Management
Read 12 reviewsReputation score: 76/100
#16
Archer Private Wealth Newcastle
Read 11 reviewsReputation score: 76/100
#17
Lumaire Wealth
Read 11 reviewsReputation score: 76/100
#18
Lush Wealth - Financial Planning Advice - Newcastle, Sydney and online Australia wide
Read 10 reviewsReputation score: 76/100
#19
Newcastle Advisors
Read 9 reviewsReputation score: 70/100
#20
Infinity Financial Advisors
Read 5 reviewsReputation score: 70/100
#21
Financial Planner Newcastle - Leenane Templeton Wealth Management Pty Ltd
Read 3 reviewsReputation score: 70/100
#22
Steel City Financial Planners
Read 3 reviewsReputation score: 70/100
#23
Fiducian Financial Services - Hunter
Read 6 reviewsReputation score: 68/100
#24
Newburn Wealth Advisory
Read 6 reviewsReputation score: 68/100
#25
Synchronicity Wealth
Read 2 reviewsReputation score: 20/100
#26
Shanley Financial Planning - Newcastle
Read 2 reviewsReputation score: 20/100
#27
Advice Partners Wealth Solutions
Read 1 reviewsReputation score: 20/100
Marton House Executive Suites, Unit 5/142 Union St, The Junction NSW 2291
(02) 4023 5040advicepartnersws.com.auShowing 27 of 27 listings on LocalLocal. The ranking covers our Lambton listings. How we rank businesses →
How do financial planners in Lambton compare?
The 27 financial planners listed on LocalLocal in Lambton have 801 Google reviews in total. Their median rating is 5.0 stars. The median review count is 13.
Read recent reviews about work like yours. A large review count adds context to a high rating. Confirm that the business serves your address and offers the service you need.
How the LocalLocal score works →What should you ask financial planners in Lambton?
Ask financial planners in Lambton about the scope, availability and charges before you book.
- Describe the work you need and confirm the business serves your address.
- Ask about availability and the experience or qualifications relevant to the job.
- Compare the written scope and charges before you book.
Questions about financial planners in Lambton
Check how the rankings work and what to confirm before booking.
Which financial planners lead LocalLocal's Lambton ranking?
Elliot Watson Financial Planning Newcastle (4.9 stars from 146 Google reviews); Coastal Advisory Australia - Newcastle (5.0 stars from 86 Google reviews); Progressive Financial Planners (5.0 stars from 56 Google reviews) lead LocalLocal's Lambton financial planners list. These ratings and review counts were recorded 27 September 2026. Confirm current availability with the business.
How does LocalLocal rank financial planners in Lambton?
LocalLocal ranks financial planners by its published score: up to 50 points for rating quality, 30 for review volume and 20 for available profile details. Ties use star rating and review count, followed by a stable business identifier.
How many financial planners are listed in Lambton?
LocalLocal lists 27 financial planners in Lambton. Their public profiles report 801 Google reviews in total. The median rating is 5.0 stars with a median of 13 reviews.
What should I ask financial planners before booking?
Describe the work you need and confirm the business serves your address. Ask about availability and the experience or qualifications relevant to the job. Compare the written scope and charges before you book.
How current are the ratings and business details?
These details were recorded 27 September 2026. Ratings and opening hours can change. Read recent reviews and confirm the quote and availability with the business.
How can a business correct its details?
Open the business profile and choose Update details. Describe the change and include a link we can check. LocalLocal reviews correction and removal requests before changing a listing.