Sydney, New South Wales · October 2026 figures
Compare the top 10 financial planning businesses in Sydney, NSW
Of the top 10, Viridian (Sydney) has the most reviews (654), and all 10 average 5.0. Invest With Mitch lists the most opening hours of the 10 (168 a week).
| Rank | Business | Rating | Reviews | Adjusted rating | Days open | Saturday | Sunday | Open late | Phone | Website |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ViridianSydney | 5.0 | 654 | Adjusted 4.99 | 5 | No | No | No | 1300 187 345 | viridian.com.au |
| 2 | ViridianRhodes | 5.0 | 493 | Adjusted 4.98 | 5 | No | No | No | 1300 187 345 | viridian.com.au |
| 3 | Berti Financial GroupAlexandria | 5.0 | 262 | Adjusted 4.96 | 6 | Yes | No | No | 1300 421 587 | bertifinancial.com.au |
| 4 | Discovery Wealth AdvisersBaulkham Hills | 5.0 | 252 | Adjusted 4.96 | 5 | No | No | No | 0429 362 720 | discoverywealth.com.au |
| 5 | SMI Financial SolutionsBella Vista | 5.0 | 173 | Adjusted 4.95 | 6 | Yes | No | No | 1300 222 484 | smifinancialsolutions.com.au |
| 6 | Wealth AvenueRoselands | 5.0 | 166 | Adjusted 4.95 | 7 | Yes | Yes | No | 0415 262 214 | wealthavenue.au |
| 7 | Health & Finance IntegratedParramatta | 5.0 | 121 | Adjusted 4.93 | 5 | No | No | No | 1300 104 499 | healthfinance.com.au |
| 8 | Montara WealthSydney | 5.0 | 97 | Adjusted 4.92 | 7 | Yes | Yes | No | (02) 8330 3733 | montarawealth.com.au |
| 9 | Cheng ShenAlexandria | 5.0 | 90 | Adjusted 4.92 | 5 | No | No | No | 0478 165 457 | brwm.com.au |
| 10 | Invest With MitchMiranda | 5.0 | 76 | Adjusted 4.90 | 7 | Yes | Yes | Yes | 0404 449 404 | investwithmitch.com |
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Financial Planning Businesses elsewhere in New South Wales
- Financial Planning Businesses in Newcastle29 ranked
- Financial Planning Businesses in Wollongong15 ranked
- Financial Planning Businesses in Central Coast14 ranked
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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.