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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). 172 are ranked here by rating floor.

Ranked
172
Median rating
5.0
Reviews behind the list
6,452
Open Saturday
15 of 167

Compare the top 10 How the ranking works

The ranked list

  1. Rank 1.

    Viridian

    Sydney

    5.0 from 654 reviews Floor 4.94

    1300 187 345Website
  2. Rank 2.

    Viridian

    Rhodes

    5.0 from 493 reviews Floor 4.93

    1300 187 345Website
  3. Rank 3.

    Berti Financial Group

    Alexandria

    5.0 from 262 reviews Floor 4.90

    Open Saturday

    1300 421 587Website
  4. Rank 4.

    Discovery Wealth Advisers

    Baulkham Hills

    5.0 from 252 reviews Floor 4.90

    0429 362 720Website
  5. Rank 5.

    SMI Financial Solutions

    Bella Vista

    5.0 from 173 reviews Floor 4.88

    Open Saturday

    1300 222 484Website
  6. Rank 6.

    Wealth Avenue

    Roselands

    5.0 from 166 reviews Floor 4.87

    Open 7 days

    0415 262 214Website
  7. Rank 7.

    Health & Finance Integrated

    Parramatta

    5.0 from 121 reviews Floor 4.85

    1300 104 499Website
  8. Rank 8.

    Montara Wealth

    Sydney

    5.0 from 97 reviews Floor 4.83

    Open 7 days

    (02) 8330 3733Website
  9. Rank 9.

    Cheng Shen

    Alexandria

    5.0 from 90 reviews Floor 4.83

    0478 165 457Website
  10. Rank 10.

    Invest With Mitch

    Miranda

    5.0 from 76 reviews Floor 4.81

    Open 24/7

    0404 449 404Website
  11. Rank 11.

    Apexx Wealth Pty Ltd

    Sydney

    5.0 from 68 reviews Floor 4.80

    0435 617 797Website
  12. Rank 12.

    Aspiram Financial Planning

    Norwest

    5.0 from 66 reviews Floor 4.80

    (02) 9621 6111Website
  13. Rank 13.

    Astonia Private Wealth - Financial Planning

    Norwest

    5.0 from 65 reviews Floor 4.80

    (02) 8248 8800Website
  14. Rank 14.

    Macarthur Wealth Management

    Parramatta

    5.0 from 64 reviews Floor 4.79

    (02) 9683 2869Website
  15. Rank 15.

    Much more than money

    Sydney

    5.0 from 63 reviews Floor 4.79

    (02) 6249 1555Website
  16. Rank 16.

    Discovery Wealth Advisers

    Penrith

    5.0 from 62 reviews Floor 4.79

    0429 362 720Website
  17. Rank 17.

    Key Concept Wealth and Insurance

    Bilgola Plateau

    5.0 from 62 reviews Floor 4.79

    0497 194 909Website
  18. Rank 18.

    Sydney Financial Planning

    Edgecliff

    4.9 from 221 reviews Floor 4.79

    (02) 9328 0876Website
  19. Rank 19.

    Superannuation & Insurances

    Kogarah

    5.0 from 58 reviews Floor 4.78

    0418 431 079Website
  20. Rank 20.

    AGS Financial Group North Sydney

    North Sydney

    4.9 from 194 reviews Floor 4.78

    (02) 9966 8188Website
  21. Rank 21.

    CFV Advisory

    Sydney

    5.0 from 57 reviews Floor 4.78

    (02) 8080 5517Website
  22. Rank 22.

    Secured Wealth Advice

    Neutral Bay

    5.0 from 54 reviews Floor 4.78

    (02) 8021 5805Website
  23. Rank 23.

    Viridian Advisory Parramatta

    Parramatta

    5.0 from 51 reviews Floor 4.77

    1300 847 434Website
  24. Rank 24.

    Partners Wealth Group

    Sydney

    5.0 from 44 reviews Floor 4.75

    (02) 7239 8640Website
  25. Rank 25.

    PrimeAdvisory

    Sydney

    5.0 from 40 reviews Floor 4.74

    (02) 9415 1511Website
  26. Rank 26.

    LT Financial Advice

    Miranda

    5.0 from 39 reviews Floor 4.74

    (02) 8355 6180Website
  27. Rank 27.

    Ryker Capital

    Ingleburn

    4.9 from 94 reviews Floor 4.73

    Open Saturday

    1300 179 537Website
  28. Rank 28.

    CA Financial Services Group

    North Sydney

    4.9 from 89 reviews Floor 4.73

    (02) 9955 7288Website
  29. Rank 29.

    Allied Wealth

    Sydney

    5.0 from 34 reviews Floor 4.72

    (02) 9062 3230Website
  30. Rank 30.

    Forest Wealth - Hornsby

    Hornsby

    5.0 from 34 reviews Floor 4.72

    1800 314 151Website
  31. Rank 31.

    Halcyon Wealth Advisers

    North Sydney

    5.0 from 34 reviews Floor 4.72

    (02) 8920 8933Website
  32. Rank 32.

    Amber Wealth Management

    Randwick

    5.0 from 33 reviews Floor 4.71

    1300 251 772Website
  33. Rank 33.

    MLS Financial

    Penrith

    5.0 from 33 reviews Floor 4.71

    1300 791 800Website
  34. Rank 34.

    Parkworth Financial Solutions and Parkworth Home Loans

    Miranda

    5.0 from 33 reviews Floor 4.71

    1300 660 236Website
  35. Rank 35.

    Navigate Financial

    Manly

    5.0 from 32 reviews Floor 4.71

    (02) 9977 2244Website
  36. Rank 36.

    Esencia Wealth

    Sydney

    5.0 from 31 reviews Floor 4.71

    (02) 9188 2903Website
  37. Rank 37.

    RP Wealth Management

    Gregory Hills

    5.0 from 30 reviews Floor 4.70

    (02) 9188 1547Website
  38. Rank 38.

    GJ Private Wealth

    Sutherland

    5.0 from 29 reviews Floor 4.70

    Open Saturday

    (02) 8539 7999Website
  39. Rank 39.

    Emerging Wealth

    Sydney

    5.0 from 28 reviews Floor 4.69

    0435 898 575Website
  40. Rank 40.

    JP Financial Advisors

    Bella Vista

    5.0 from 27 reviews Floor 4.68

    (02) 8814 5200Website
  41. Rank 41.

    MJM Private Wealth

    North Sydney

    5.0 from 27 reviews Floor 4.68

    (02) 8065 7526Website
  42. Rank 42.

    Your Private Advisers, Independent Financial Planner Sydney

    Brookvale

    5.0 from 27 reviews Floor 4.68

    Open 7 days

    (02) 9922 4699Website
  43. Rank 43.

    Fokas Beyond

    Mascot

    4.8 from 180 reviews Floor 4.68

    (02) 9758 1005Website
  44. Rank 44.

    Committed Financial Planning - Sydney

    Narrabeen

    5.0 from 25 reviews Floor 4.67

    0406 735 656Website
  45. Rank 45.

    Keyman Financial Services

    Sydney

    5.0 from 25 reviews Floor 4.67

    (02) 9011 8122Website
  46. Rank 46.

    Beaches Financial Planners

    Manly Vale

    4.9 from 50 reviews Floor 4.67

    1300 033 500Website
  47. Rank 47.

    James Hayes - Financial Planner

    Caringbah

    5.0 from 24 reviews Floor 4.66

    (02) 9524 6711Website
  48. Rank 48.

    Leading Advice

    Gladesville

    5.0 from 24 reviews Floor 4.66

    (02) 9879 5055Website
  49. Rank 49.

    The Investor's Way

    Sydney

    5.0 from 24 reviews Floor 4.66

    Open 24/7

    0485 865 585Website
  50. Rank 50.

    Alchemy Wealth Partners

    Sydney

    5.0 from 23 reviews Floor 4.66

    (02) 8365 2320Website

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 Calso. How the ranking works.