Skip to content
Sign up

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 Elliot Watson Financial Planning Newcastle (4.9 from 146 reviews). 25 are ranked here by rating floor.

Ranked
25
Median rating
5.0
Reviews behind the list
722
Open Saturday
3 of 25

The ranked list

  1. Rank 1.

    Progressive Financial Planners

    Warners Bay

    5.0 from 57 reviews Floor 4.78

  2. Rank 2.

    Sandringham Wealth

    Charlestown

    5.0 from 54 reviews Floor 4.78

  3. Rank 3.

    Elliot Watson Financial Planning Newcastle

    The Junction

    4.9 from 146 reviews Floor 4.76

  4. Rank 4.

    Nest Financial Solutions

    Lambton

    5.0 from 46 reviews Floor 4.76

  5. Rank 5.

    Finspire Advisers®

    Eleebana

    5.0 from 40 reviews Floor 4.74

  6. Rank 6.

    Tenex Wealth

    Warners Bay

    5.0 from 39 reviews Floor 4.74

  7. Rank 7.

    Hunter Financial

    Newcastle

    4.9 from 81 reviews Floor 4.72

  8. Rank 8.

    Ironbark Advice Newcastle

    Broadmeadow

    5.0 from 25 reviews Floor 4.67

  9. Rank 9.

    Strength Financial Solutions Pty Ltd

    Edgeworth

    5.0 from 21 reviews Floor 4.64

  10. Rank 10.

    Count Wealth

    Charlestown

    4.8 from 61 reviews Floor 4.59

  11. Rank 11.

    Enlightened Private Wealth

    Maryville

    5.0 from 14 reviews Floor 4.56

  12. Rank 12.

    KLM Financial Planners

    Charlestown

    5.0 from 13 reviews Floor 4.54

  13. Rank 13.

    Hunter Wealth Management

    Wallsend

    5.0 from 12 reviews Floor 4.53

  14. Rank 14.

    Archer Private Wealth Newcastle

    Newcastle

    5.0 from 11 reviews Floor 4.50

  15. Rank 15.

    Honeywell Capital

    Newcastle

    5.0 from 11 reviews Floor 4.50

  16. Rank 16.

    Lumaire Wealth

    The Junction

    5.0 from 11 reviews Floor 4.50

  17. Rank 17.

    Lush Wealth

    Newcastle West

    5.0 from 10 reviews Floor 4.48

  18. Rank 18.

    Bottrell Wealth Newcastle Financial Planning

    Newcastle

    5.0 from 9 reviews Floor 4.45

    Open SaturdayOpens early

  19. Rank 19.

    Newcastle Advisors

    Warners Bay

    5.0 from 9 reviews Floor 4.45

    Open Saturday

  20. Rank 20.

    Insight Wealth Planning

    New Lambton

    4.8 from 20 reviews Floor 4.43

  21. Rank 21.

    Atlas Financial Advisory

    Warners Bay

    5.0 from 7 reviews Floor 4.38

  22. Rank 22.

    Hunter FP

    Mount Hutton

    5.0 from 7 reviews Floor 4.38

  23. Rank 23.

    Infinity Financial Advisors

    Newcastle

    5.0 from 5 reviews Floor 4.26

  24. Rank 24.

    Newburn Wealth Advisory

    Newcastle

    4.8 from 6 reviews Floor 4.13

    Open Saturday

  25. Rank 25.

    Shartru Wealth

    Belmont

    4.1 from 7 reviews Floor 3.48

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 Calso. How the ranking works.