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Sydney, New South Wales · October 2026 figures

Best financial planning businesses in Sydney, NSW

The highest-ranked financial planning businesses in Sydney, NSW are Viridian (5.0 from 654 reviews), Viridian (5.0 from 493 reviews) and Berti Financial Group (5.0 from 262 reviews). 210 are ranked here by adjusted rating.

Ranked
210
Median rating
5.0
Reviews behind the list
6,584
Open Saturday
19 of 200

The ranked list

  1. Rank 1.

    Viridian

    Sydney

    5.0 from 654 reviews Adjusted 4.99

  2. Rank 2.

    Viridian

    Rhodes

    5.0 from 493 reviews Adjusted 4.98

  3. Rank 3.

    Berti Financial Group

    Alexandria

    5.0 from 262 reviews Adjusted 4.96

    Open Saturday

  4. Rank 4.

    Discovery Wealth Advisers

    Baulkham Hills

    5.0 from 252 reviews Adjusted 4.96

  5. Rank 5.

    SMI Financial Solutions

    Bella Vista

    5.0 from 173 reviews Adjusted 4.95

    Open Saturday

  6. Rank 6.

    Wealth Avenue

    Roselands

    5.0 from 166 reviews Adjusted 4.95

    Open 7 days

  7. Rank 7.

    Health & Finance Integrated

    Parramatta

    5.0 from 121 reviews Adjusted 4.93

  8. Rank 8.

    Montara Wealth

    Sydney

    5.0 from 97 reviews Adjusted 4.92

    Open 7 days

  9. Rank 9.

    Cheng Shen

    Alexandria

    5.0 from 90 reviews Adjusted 4.92

  10. Rank 10.

    Invest With Mitch

    Miranda

    5.0 from 76 reviews Adjusted 4.90

    Open 24/7

  11. Rank 11.

    Apexx Wealth Pty Ltd

    Sydney

    5.0 from 68 reviews Adjusted 4.90

  12. Rank 12.

    Aspiram Financial Planning

    Norwest

    5.0 from 66 reviews Adjusted 4.89

  13. Rank 13.

    Astonia Private Wealth - Financial Planning

    Norwest

    5.0 from 65 reviews Adjusted 4.89

  14. Rank 14.

    Macarthur Wealth Management

    Parramatta

    5.0 from 64 reviews Adjusted 4.89

  15. Rank 15.

    Much more than money

    Sydney

    5.0 from 63 reviews Adjusted 4.89

  16. Rank 16.

    Discovery Wealth Advisers

    Penrith

    5.0 from 62 reviews Adjusted 4.89

  17. Rank 17.

    Key Concept Wealth and Insurance

    Bilgola Plateau

    5.0 from 62 reviews Adjusted 4.89

  18. Rank 18.

    Superannuation & Insurances

    Kogarah

    5.0 from 58 reviews Adjusted 4.88

  19. Rank 19.

    CFV Advisory

    Sydney

    5.0 from 57 reviews Adjusted 4.88

  20. Rank 20.

    Secured Wealth Advice

    Neutral Bay

    5.0 from 54 reviews Adjusted 4.88

  21. Rank 21.

    Viridian Advisory Parramatta

    Parramatta

    5.0 from 51 reviews Adjusted 4.88

  22. Rank 22.

    Sydney Financial Planning

    Edgecliff

    4.9 from 221 reviews Adjusted 4.87

  23. Rank 23.

    AGS Financial Group North Sydney

    North Sydney

    4.9 from 194 reviews Adjusted 4.87

  24. Rank 24.

    Partners Wealth Group

    Sydney

    5.0 from 44 reviews Adjusted 4.86

  25. Rank 25.

    PrimeAdvisory

    Sydney

    5.0 from 40 reviews Adjusted 4.86

  26. Rank 26.

    LT Financial Advice

    Miranda

    5.0 from 39 reviews Adjusted 4.85

  27. Rank 27.

    Ryker Capital

    Ingleburn

    4.9 from 94 reviews Adjusted 4.84

    Open Saturday

  28. Rank 28.

    Allied Wealth

    Sydney

    5.0 from 34 reviews Adjusted 4.84

  29. Rank 29.

    Forest Wealth - Hornsby

    Hornsby

    5.0 from 34 reviews Adjusted 4.84

  30. Rank 30.

    Halcyon Wealth Advisers

    North Sydney

    5.0 from 34 reviews Adjusted 4.84

  31. Rank 31.

    CA Financial Services Group

    North Sydney

    4.9 from 89 reviews Adjusted 4.84

  32. Rank 32.

    Amber Wealth Management

    Randwick

    5.0 from 33 reviews Adjusted 4.84

  33. Rank 33.

    MLS Financial

    Penrith

    5.0 from 33 reviews Adjusted 4.84

  34. Rank 34.

    Parkworth Financial Solutions and Parkworth Home Loans

    Miranda

    5.0 from 33 reviews Adjusted 4.84

  35. Rank 35.

    Navigate Financial

    Manly

    5.0 from 32 reviews Adjusted 4.84

  36. Rank 36.

    Esencia Wealth

    Sydney

    5.0 from 31 reviews Adjusted 4.83

  37. Rank 37.

    RP Wealth Management

    Gregory Hills

    5.0 from 30 reviews Adjusted 4.83

  38. Rank 38.

    GJ Private Wealth

    Sutherland

    5.0 from 29 reviews Adjusted 4.83

    Open Saturday

  39. Rank 39.

    Emerging Wealth

    Sydney

    5.0 from 28 reviews Adjusted 4.83

  40. Rank 40.

    JP Financial Advisors

    Bella Vista

    5.0 from 27 reviews Adjusted 4.82

  41. Rank 41.

    MJM Private Wealth

    North Sydney

    5.0 from 27 reviews Adjusted 4.82

  42. Rank 42.

    Your Private Advisers, Independent Financial Planner Sydney

    Brookvale

    5.0 from 27 reviews Adjusted 4.82

    Open 7 days

  43. Rank 43.

    Committed Financial Planning - Sydney

    Narrabeen

    5.0 from 25 reviews Adjusted 4.82

  44. Rank 44.

    Keyman Financial Services

    Sydney

    5.0 from 25 reviews Adjusted 4.82

  45. Rank 45.

    James Hayes - Financial Planner

    Caringbah

    5.0 from 24 reviews Adjusted 4.81

  46. Rank 46.

    Leading Advice

    Gladesville

    5.0 from 24 reviews Adjusted 4.81

  47. Rank 47.

    The Investor's Way

    Sydney

    5.0 from 24 reviews Adjusted 4.81

    Open 24/7

  48. Rank 48.

    Beaches Financial Planners

    Manly Vale

    4.9 from 50 reviews Adjusted 4.81

  49. Rank 49.

    Alchemy Wealth Partners

    Sydney

    5.0 from 23 reviews Adjusted 4.81

  50. Rank 50.

    Blue Lantern Financial Services

    Sydney

    5.0 from 22 reviews Adjusted 4.80

More in Sydney

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.