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Newcastle, New South Wales · October 2026 figures

Best financial planning businesses in Newcastle, NSW

The highest-ranked financial planning businesses in Newcastle, NSW are Progressive Financial Planners (5.0 from 57 reviews), Sandringham Wealth (5.0 from 54 reviews) and Nest Financial Solutions (5.0 from 46 reviews). 29 are ranked here by adjusted rating.

Ranked
29
Median rating
5.0
Reviews behind the list
736
Open Saturday
3 of 29

The ranked list

  1. Rank 1.

    Progressive Financial Planners

    Warners Bay

    5.0 from 57 reviews Adjusted 4.88

  2. Rank 2.

    Sandringham Wealth

    Charlestown

    5.0 from 54 reviews Adjusted 4.88

  3. Rank 3.

    Nest Financial Solutions

    Lambton

    5.0 from 46 reviews Adjusted 4.87

  4. Rank 4.

    Elliot Watson Financial Planning Newcastle

    The Junction

    4.9 from 146 reviews Adjusted 4.86

  5. Rank 5.

    Finspire Advisers®

    Eleebana

    5.0 from 40 reviews Adjusted 4.86

  6. Rank 6.

    Tenex Wealth

    Warners Bay

    5.0 from 39 reviews Adjusted 4.85

  7. Rank 7.

    Hunter Financial

    Newcastle

    4.9 from 81 reviews Adjusted 4.84

  8. Rank 8.

    Ironbark Advice Newcastle

    Broadmeadow

    5.0 from 25 reviews Adjusted 4.82

  9. Rank 9.

    Strength Financial Solutions Pty Ltd

    Edgeworth

    5.0 from 21 reviews Adjusted 4.80

  10. Rank 10.

    Enlightened Private Wealth

    Maryville

    5.0 from 14 reviews Adjusted 4.77

  11. Rank 11.

    KLM Financial Planners

    Charlestown

    5.0 from 13 reviews Adjusted 4.76

  12. Rank 12.

    Hunter Wealth Management

    Wallsend

    5.0 from 12 reviews Adjusted 4.76

  13. Rank 13.

    Count Wealth

    Charlestown

    4.8 from 61 reviews Adjusted 4.75

  14. Rank 14.

    Archer Private Wealth Newcastle

    Newcastle

    5.0 from 11 reviews Adjusted 4.75

  15. Rank 15.

    Honeywell Capital

    Newcastle

    5.0 from 11 reviews Adjusted 4.75

  16. Rank 16.

    Lumaire Wealth

    The Junction

    5.0 from 11 reviews Adjusted 4.75

  17. Rank 17.

    Lush Wealth

    Newcastle West

    5.0 from 10 reviews Adjusted 4.75

  18. Rank 18.

    Bottrell Wealth Newcastle Financial Planning

    Newcastle

    5.0 from 9 reviews Adjusted 4.74

    Open SaturdayOpens early

  19. Rank 19.

    Newcastle Advisors

    Warners Bay

    5.0 from 9 reviews Adjusted 4.74

    Open Saturday

  20. Rank 20.

    Atlas Financial Advisory

    Warners Bay

    5.0 from 7 reviews Adjusted 4.73

  21. Rank 21.

    Hunter FP

    Mount Hutton

    5.0 from 7 reviews Adjusted 4.73

  22. Rank 22.

    Insight Wealth Planning

    New Lambton

    4.8 from 20 reviews Adjusted 4.72

  23. Rank 23.

    Infinity Financial Advisors

    Newcastle

    5.0 from 5 reviews Adjusted 4.71

  24. Rank 24.

    Pye Financial Services

    Newcastle West

    5.0 from 4 reviews Adjusted 4.70

  25. Rank 25.

    Financial Planner Newcastle

    Newcastle

    5.0 from 3 reviews Adjusted 4.69

  26. Rank 26.

    Steel City Financial Planners

    Mayfield

    5.0 from 3 reviews Adjusted 4.69

  27. Rank 27.

    Newburn Wealth Advisory

    Newcastle

    4.8 from 6 reviews Adjusted 4.68

    Open Saturday

  28. Rank 28.

    Total Capital Management

    Newcastle

    3.8 from 4 reviews Adjusted 4.56

  29. Rank 29.

    Shartru Wealth

    Belmont

    4.1 from 7 reviews Adjusted 4.56

More in Newcastle

Financial Planning Businesses elsewhere in New South Wales

Ratings and review counts are Google's, as listed in October 2026. Phone numbers, websites and opening hours are the ones each business lists. Nothing here is paid for or verified by RightForMe. How the ranking works.