#1
Shore Financial
Read 1,172 reviewsReputation score: 100/100
Change service or location
2026 rankings NSW
50 Best Financial Planners
in Sydney
Compare the top 50 financial planners in Sydney, ranked by Google reviews and business profile details.
Collected 27 September 2026 · 17,671 reported Google reviews across 436 businesses
See the 50 listings ↓Top 50 Financial Planners in Sydney, NSW
1–50 of 436The shortlist
Based on records collected 27 September 2026, Shore Financial (5.0 stars from 1,172 Google reviews), FirstPoint Mortgage Brokers (5.0 stars from 979 Google reviews) and Catalyst Advisers (5.0 stars from 338 Google reviews) lead LocalLocal's Sydney financial planners ranking.
The score describes the public review record. Read recent reviews and confirm the job with the business before booking.
#2
FirstPoint Mortgage Brokers
Read 979 reviewsReputation score: 100/100
Unit 1a/19-21 Gerrale St, Cronulla New South Wales 2230
(02) 9527 2230firstpointmortgagebrokers.com.au#3
Catalyst Advisers
Read 338 reviewsReputation score: 100/100
#4
Addisons Advisory Group
Read 265 reviewsReputation score: 100/100
#5
Discovery Wealth Advisers
Read 252 reviewsReputation score: 100/100
#6
LYDIAN FINANCIAL SERVICES PTY LTD
Read 244 reviewsReputation score: 100/100
#7
Sydney Financial Group
Read 420 reviewsReputation score: 99/100
#8
Ijarah Finance
Read 377 reviewsReputation score: 99/100
#9
Empower Wealth Advisory
Read 326 reviewsReputation score: 99/100
Darling Park, Tower 2, Level 20/201 Sussex St, Sydney New South Wales 2000
1300 123 842empowerwealth.com.au#10
Sydney Financial Planning
Read 220 reviewsReputation score: 99/100
Ste 13/201 New South Head Rd, Edgecliff New South Wales 2027
(02) 9328 0876sydneyfinancialplanning.com.au#11
Tax Stuff - Central Coast Accountants Gosford
Read 211 reviewsReputation score: 99/100
#12
MCCA
Read 544 reviewsReputation score: 98/100
#13
Pivot Wealth - Financial Planning
Read 264 reviewsReputation score: 98/100
#14
DPN
Read 200 reviewsReputation score: 98/100
#15
Credit Repair Australia - Credit Report Specialists.
Read 743 reviewsReputation score: 95/100
#16
Maxiron Wealth
Read 196 reviewsReputation score: 94/100
Darling Park, Level 22, Tower 2/201 Sussex St, Sydney New South Wales 2000
1300 118 112maxironwealth.com.au#17
Pristine Finance
Read 196 reviewsReputation score: 94/100
#18
SMI Financial Solutions
Read 172 reviewsReputation score: 94/100
#19
Eagle Financial Business Accountants
Read 169 reviewsReputation score: 94/100
#20
Mortgage Choice - Finance and Property Group (Hornsby Franchise)
Read 157 reviewsReputation score: 94/100
#21
Anson Financial Services 安信金融
Read 148 reviewsReputation score: 94/100
#22
TLK Partners Chartered Accountants, Financial Planners and Mortgage Brokers
Read 140 reviewsReputation score: 94/100
#23
Health & Finance Integrated
Read 120 reviewsReputation score: 94/100
#24
Headstart Financial Services
Read 119 reviewsReputation score: 94/100
#25
Mortgage Choice Central Coast - Erina - Michael Daniels
Read 117 reviewsReputation score: 94/100
#26
InvestorMate
Read 109 reviewsReputation score: 94/100
#27
Inner Wealth Solutions
Read 103 reviewsReputation score: 94/100
#28
Provida Financial Services
Read 103 reviewsReputation score: 94/100
#29
Freshwater Financial Services
Read 101 reviewsReputation score: 94/100
#30
SFP Financial
Read 100 reviewsReputation score: 94/100
#31
AGS Financial Group North Sydney
Read 190 reviewsReputation score: 93/100
#32
Tenth Avenue Accountants & Financial Advisors
Read 162 reviewsReputation score: 93/100
#33
Mintwell
Read 150 reviewsReputation score: 93/100
#34
Zippy Financial
Read 150 reviewsReputation score: 93/100
#35
FMS Group
Read 135 reviewsReputation score: 93/100
#36
Judge Accountants Penrith
Read 122 reviewsReputation score: 93/100
#37
Wilson & Assoc Chartered Accountants
Read 119 reviewsReputation score: 93/100
#38
CAPITALEYES
Read 104 reviewsReputation score: 93/100
#39
Kapitales Research - ASX Stock Recommendations
Read 101 reviewsReputation score: 93/100
#40
Fokas Beyond
Read 180 reviewsReputation score: 92/100
#41
Montara Wealth - Sydney Financial Advisor
Read 95 reviewsReputation score: 88/100
#42
QuickSelect
Read 86 reviewsReputation score: 88/100
#43
Onelife Financial
Read 85 reviewsReputation score: 88/100
#44
Country Wide Wealth
Read 84 reviewsReputation score: 88/100
Unit 2/237-245 Ocean View Rd, Ettalong Beach New South Wales 2257
(02) 4342 9215countrywidewealth.com.au#45
Turnkey Finance
Read 82 reviewsReputation score: 88/100
#46
Mortgage Choice Chatswood
Read 78 reviewsReputation score: 88/100
#47
AD Advisory ® Certified Financial Planner ® Sydney
Read 78 reviewsReputation score: 88/100
#48
Raiti Finance
Read 77 reviewsReputation score: 88/100
#49
Evolve Lending & Finance Parramatta
Read 76 reviewsReputation score: 88/100
153 Macquarie Street, Suite 20 Level 14/3 Parramatta Sq, Parramatta NSW 2150
1300 112 355evolvelending.com.au#50
MoneyQuest - Cronulla
Read 74 reviewsReputation score: 88/100
Showing 50 of 436 businesses. This ranking covers Greater Sydney, including its suburbs. This is not a complete census. How we rank them →
What the numbers say about financial planners in Sydney
LocalLocal's Sydney capture includes 436 financial planners with 17,671 reported Google reviews. The median rating is 5.0 stars, backed by a median of 12 reviews.
A high average means more when plenty of people have contributed. Open the Google review link on a listing to check recent feedback about work like yours. Contact the business to confirm it serves your address.
Read the scoring method →Before you choose.
Questions about financial planners in Sydney and the evidence behind this list.
Who leads LocalLocal's Sydney financial planners ranking?
Based on records collected 27 September 2026, the highest-scoring businesses are Shore Financial (5.0 stars from 1,172 Google reviews); FirstPoint Mortgage Brokers (5.0 stars from 979 Google reviews); Catalyst Advisers (5.0 stars from 338 Google reviews). These positions describe our captured review record, not a guarantee about the work.
How are financial planners in Sydney ranked?
LocalLocal's score gives up to 50 points for rating quality, 30 for review volume and 20 for available profile details. Equal scores are ordered by star rating, then review count, then a stable business identifier. The method is published on our methodology page.
What does the review record look like for financial planners in Sydney?
The 436 financial planners captured for Sydney hold 17,671 reported Google reviews. The median rating is 5.0 stars and the median review count is 12. These figures describe our sample, not every local business.
What should I check before booking?
Confirm that the business serves your address and handles your type of work. Read recent Google reviews, ask about any relevant licences or registration, and get the scope and charges in writing.
How current are these details?
The listings were collected 27 September 2026. This is a dated snapshot, not a live Google feed. Confirm current hours, availability and pricing with the business.
Can a business update its listing?
Yes. Open the business profile and select Update details. Explain the correction and include a public source. Correction and removal requests are reviewed before the record changes.