Connect with Top-Rated Financial Planners in Parramatta!

Read verified customer reviews of the most reliable financial planners in Parramatta, NSW. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Quantum Financial is Australia's most awarded financial planning practice, providing expert financial advice to successful professionals, business owners, and jet-setting retirees. Our independent advisors offer a range of services, including retirement planning, investment advice, business owner services, insurance advice, and more. With a commitment to independent, ethical advice, we help our clients achieve their financial goals and build long-term wealth.
Quantum Financial's team, particularly Claire and Tim, received high praise for their expertise, independence, and client-centric approach.
Some reviewers had poor experiences, citing concerns about identity theft and lack of response to inquiries.
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Moneytax Financial Planning is a professional and experienced financial planning firm specializing in helping individuals and families achieve their financial goals. We offer a range of services, including wealth creation, superannuation, retirement, and wealth protection strategies, tailored to the specific needs of our clients. With over 35 years of combined experience, our team of financial planners is committed to providing personalized guidance and support to help our clients make informed decisions about their financial futures. Whether you're starting out, working towards retirement, or already retired, we can help you navigate the complexities of the financial landscape and achieve your goals. Our friendly and knowledgeable team is dedicated to helping you make the most of your money and live the life you want.
The majority of reviewers praised Moneytax for their professional and friendly service, attention to detail, and helpfulness.
One reviewer had a negative experience due to being rushed and not receiving satisfactory answers to her questions.
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Integra Financial Services provides exceptional financial advice and a great client experience, offering a range of services including structuring financial affairs, providing peace of mind through education, translating complex matters, collaborating with other professionals, and project management from start to finish.
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DAB Financial Group is a trusted business adviser providing comprehensive financial solutions tailored to address the unique requirements of businesses and families. With over 30 years of experience, we offer a diverse range of services, including accounting, bookkeeping, business finance, marketing, insolvency, and more, empowering businesses and families to achieve their goals and aspirations.
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Macarthur Wealth Management is a boutique wealth management firm located in Parramatta, the heart of Sydney. Our highly qualified financial advisors are dedicated to providing comprehensive and tailored financial advice to Australians from all walks of life. With a focus on retirement planning, superannuation, and investment strategies, we take the time to understand our clients' needs and are committed to delivering the best quality financial advice in Sydney. As a certified financial planner, we offer honest and unbiased advice on a wide range of investments and superannuation funds. We pride ourselves on building and preserving wealth by understanding our clients' unique needs and delivering personalized service.
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