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

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Mirador Wealth Management

Mirador Wealth Management

miradorwealth.com.au
Mirador Wealth Management is a leading financial advisory firm in Sydney, offering a range of financial services, including wealth creation advice, superannuation advice, SMSF advice, wealth management, financial planning, insurance advice, cash flow management, and debt advice. Our team of experienced financial advisors are committed to providing personalized financial planning and advice to help our clients achieve financial freedom and build wealth.
The reviewers had a fantastic experience with Marcus, praising his professionalism, friendliness, and ability to explain complex financial concepts in a clear and concise manner.
5.0
Based on 23 reviews
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Assure Wealth

Assure Wealth

assurewealth.com.au
At Assure Wealth, we empower individuals and families to take control of their finances and build a secure future. Our expert financial planners provide personalized advice and tailored wealth creation strategies to help you achieve your financial goals. With our 7-step process, we help you identify, plan, and implement effective solutions to manage your finances, reduce debt, and increase your wealth. Get started with our 5-minute financial health check and take the first step towards a financially secure future.
The reviewers praised Patrick's exceptional financial planning, professionalism, and supportive nature, which led to a significant improvement in their financial comfort and clarity.
5.0
Based on 6 reviews
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DWL Financial Services

DWL Financial Services

dwl.com.au
DWL Financial Services is a trusted financial services firm that provides personalized financial solutions to Australians. With over 40 years of experience, our team of experts offers Private Wealth Management and Holistic Financial Planning services, delivering results-driven solutions that align with our clients' values and objectives. We are committed to building strong, long-term relationships with our clients, providing exceptional service, and achieving outstanding results.
The reviews highlight the team's professionalism, personalized service, and excellent investment performance, making DWL Financial Services a top choice for financial guidance.
5.0
Based on 3 reviews
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Lifespan Financial Planning

Lifespan Financial Planning

lifespanfp.com.au
Lifespan Financial Planning is a leading community of professional, client-focused financial advisers. Since 1994, we have grown to become one of Australia's largest privately-owned advice communities, delivering the flexibility to choose the right solutions for your business and your clients, and on-call support when you need it. Our expert financial advisers provide a comprehensive range of services designed to meet the unique needs of personal investors, business owners, and self-managed super funds. Our services include financial planning, superannuation, personal insurance, investments, Lifespan Invest, retirement, and mortgages and lending.
Chris Lau is a highly recommended and exceptional financial advisor who provides professional guidance and support during significant life events.
5.0
Based on 2 reviews
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Sydney Financial Planners

Sydney Financial Planners

econfs.com.au
Econ Financial Services is a boutique financial planning firm located in the Sydney CBD, specializing in wealth creation and wealth preservation. We provide expert advice on investment, superannuation, and retirement planning, tailoring our services to meet the unique needs of our clients.
The reviewers have praised the exceptional service, personal touch, and long-term support provided by Paul and his team.
5.0
Based on 2 reviews
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Navigate Wealth Financial Advisers

Navigate Wealth Financial Advisers

navigatewealth.com.au
Navigate Wealth is a leading, privately and staff-owned, advisory and planning practice servicing clients in Sydney and Australia wide, specializing in strategy, self-managed super funds, direct property investments, direct shares, and Australian share strategies.
5.0
Based on 1 review
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Griffin Financial Services

Griffin Financial Services

griffinfinancialservices.com.au
Griffin Financial Services provides personalized financial planning and advisory services to individuals and families, empowering them to make smart choices about their money and achieve financial peace of mind. Our team of experts specializes in providing advice to both Australians returning home from the UK and to British expats living in Australia, helping them navigate the complexities of managing their money across international borders.
The reviewers highly praise the company's exceptional service, professionalism, and personalized attention.
5.0
Based on 1 review
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Gleneagle Securities

Gleneagle Securities

gleneagle.com.au
Gleneagle is an Australian financial institution that provides individual investors with access to exclusive investment opportunities, typically only available to financial institutions. The company facilitates investors with access to a broad range of asset classes and markets, including property loans, capital raises, managed funds, strategy income, and paying equity growth. With a disciplined approach to investing, Gleneagle subjects each deal to extensive credit assessment, compliance, and underwriting conditions, ensuring that the interests of individual investors are always aligned with those of the company.
Reviewers praised Gleneagles for their timely payments, excellent communication, and professional handling of investment processes.
4.7
Based on 26 reviews
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Plutus Financial Guidance

Plutus Financial Guidance

plutusfinancialguidance.com.au
Plutus Financial Guidance provides independent financial advice and planning services to individuals and families across Sydney. Our certified advisors specialize in retirement planning, superannuation advice, aged care financial advice, estate planning, wealth protection, budgeting, and investment strategies. We offer personalized guidance to help you achieve your financial goals and objectives.
The reviewers consistently praised Vince Lam and his team at Plutus Financial Guidance for providing expert, personalized, and independent financial guidance and support.
4.7
Based on 23 reviews
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Wealthmaker Financial Services

Wealthmaker Financial Services

wealthmakerfinancialservices.com.au
WealthMaker Financial Services is a financial services company that provides personalized financial planning, mortgage broking, and family office services to individuals, families, and businesses across Australia. We take a holistic approach to financial planning, considering all aspects of your financial situation, including superannuation, savings, insurance, debt, and investments. Our team of experts has over 30 years of experience in the industry and is dedicated to providing innovative financial solutions that are focused on growing your wealth while not compromising your lifestyle.
WealthMaker has received praise for their expertise and professionalism in helping customers achieve their financial goals.
Some customers have reported poor communication, unmet expectations, and deceitful behavior from WealthMaker.
4.2
Based on 10 reviews
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Australian Financial Planning Group

Australian Financial Planning Group

afpg.com.au
Australian Financial Planning Group provides comprehensive financial services, including residential and investment lending, insurance, superannuation, investment management, retirement planning, SMSF, budgeting, estate planning, accounting, and tax planning, to help individuals and families achieve financial freedom.
AFPG consistently provides excellent service and expert financial planning advice, helping clients achieve their goals.
Some clients have had disappointing experiences with AFPG, including poor communication and financial losses.
4.2
Based on 10 reviews
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Nexia Sydney

Nexia Sydney

nexia.com.au
Nexia Australia is a leading accounting and business advisory firm that connects clients with their true potential. With a wide range of services, from simple tax compliance to complex business advisory solutions, Nexia Australia provides expert guidance and support to help clients navigate to success. With a strong presence in multiple locations across Australia, including Adelaide, Brisbane, Canberra, Darwin, Melbourne, Perth, and Sydney, Nexia Australia offers personalized finance and business solutions to help clients achieve their goals. With a team of experienced specialists, Nexia Australia provides industry expertise in multiple sectors, including aged care and retirement living, agriculture and rural business, and more.
The reviewers praised Nexia's team for their knowledge, helpfulness, and personalized service.
4.2
Based on 5 reviews
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Ark Group

Ark Group

arktotalwealth.com.au
Ark Total Wealth is a boutique financial planning practice offering wealth creation strategies aimed at taking you beyond what you thought possible. With a range of services including cash flow management, tax management, asset management, risk management, and more, our team of experienced financial advisors will work closely with you to understand your financial goals and create a personalized strategy to help you achieve them.
4.2
Based on 5 reviews
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BMF Wealth

BMF Wealth

bmfwealth.com
BMF Wealth is a prestigious financial services provider in Australia, offering bespoke wealth management and family office services to high net worth individuals and families. With over 40 years of experience, our expert team provides tailored solutions for wealth creation, preservation, and protection. Our services include private banking and treasury services, estate planning and asset protection assistance, and family office services. We take a personal, caring, and hands-on approach to provide exceptional expertise and commitment to our clients.
4.0
Based on 1 review
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ASR Wealth Advisers

ASR Wealth Advisers

asrw.com.au
ASR Wealth Advisers is an Australian provider of investment advice and dealing services to corporate, sophisticated, professional and private clients, offering timely guidance for investments across the corporate, wholesale and retail financial markets.
The positive comments praise the excellent job done by ASR Wealth Advisers and Halo Technologies in managing portfolios and providing confidence in investing decisions.
The negative comments express frustration and disappointment with ASR Wealth Advisers, citing broken promises, failed refunds, and unresponsive customer service.
3.8
Based on 35 reviews
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Oversea

Oversea

ocbc.com
OCBC is a leading financial institution that offers a comprehensive range of financial services to individuals and businesses across ASEAN and Greater China. With a strong presence in the region, we provide innovative solutions that cater to the diverse needs of our customers, from personal banking to business banking, wealth management, and insurance. Our commitment to innovation, customer-centricity, and sustainability enables us to make a positive impact on the communities we serve.
3.8
Based on 14 reviews
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Financial Services Council

Financial Services Council

fsc.org.au
The Australian Financial Services Council (FSC) is a peak body that represents the interests of the financial services industry in Australia. Our membership comprises over 100 companies, including retail and wholesale funds management businesses, superannuation funds, investment platforms, and financial advice licensees. We set mandatory Standards and develop policy to promote the growth and sustainability of the industry. Our services include policy leadership, compliance simplification, evidence-based research, and advocacy. We also publish research reports, industry guidance, and standards to support our members. With a focus on innovation, the FSC is committed to leading policy debates and representing the industry on key issues.
3.5
Based on 2 reviews
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CU Financial Planning

CU Financial Planning

cufinancial.com.au
CU Financial is a boutique financial planning firm that offers personalized financial services to individuals and families, including financial planning, superannuation planning, wealth management, retirement planning, debt management, and estate planning. With over 33 years of experience, our team provides expert guidance and tailored solutions to help clients achieve their financial goals and secure their financial futures.
The financial planner demonstrated impatience and uncooperativeness, leading to a subpar experience.
1.0
Based on 1 review
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Morgans Reynolds Equities

Morgans Reynolds Equities

morgans.com.au
Morgans is a leading Australian financial services company offering a comprehensive range of stockbroking, wealth management, and financial planning services to individuals, families, and businesses. With over 40 years of experience and a team of over 500 advisers across 58 locations, Morgans provides personalized advice, expert research, and tailored investment strategies to help clients achieve their financial goals.
N/A
Not rated yet
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Elias Financial Services

Elias Financial Services

eliasfinancial.com.au
Elias Financial Services is a boutique financial services firm that provides personalized and dependable accounting, taxation, and estate planning services to individuals and businesses in Sydney. With over 70 years of experience, our team of experts offers a comprehensive range of services, including financial planning, investment advice, and mortgage broking. We take the time to listen to our clients and provide practical recommendations to help them achieve their financial goals. Whether you're an individual or a business, we can help you navigate complex financial issues and make informed decisions.
N/A
Not rated yet
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MNSA Accounting

MNSA Accounting

mnsa.com.au
MNSA is a chartered accounting firm providing a comprehensive range of services, including auditing and assurance, tax and accounting, business advisory, human resources, and administration. Our team of experienced professionals offers personalized partner service to clients, with fees at an affordable level. We pride ourselves on being timely, informative, and meeting all statutory requirements. Our firm is structured to enhance effectiveness and efficiency, with a focus on personalized client service. With over 38 years of experience, our managing director, Mark Schiliro, has extensive experience as a chartered accountant.
N/A
Not rated yet
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DFK Laurence Varnay

DFK Laurence Varnay

dfklv.com.au
DFK Laurence Varnay is a leading business advisory and accounting firm in Sydney CBD, providing a range of services including accounting, tax consulting, audit services, strategic planning, and international business services to help businesses navigate change and realise their growth potential.
N/A
Not rated yet
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Expert Financial Services

Expert Financial Services

efsco.com.au
Passion Expert Financial Services is a reputable financial services provider, offering personalized home loans, commercial loans, business loans, and problem-solving solutions to individuals and businesses. With years of industry experience, our team of experts provides tailored financial solutions, exceeding service expectations and becoming our clients' most trusted lending expert.
N/A
Not rated yet
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Forte Financial Services

Forte Financial Services

fortefinancial.com.au
Forte Financial Services is a finance broking firm that specialises in helping small to medium self-employed businesses access finance at competitive rates. We pride ourselves on getting to know our clients and their businesses, becoming their finance advisor and business banking manager. Our team can help arrange Home Loans for first home buyers, investors, owner occupiers, and those seeking to refinance. We also provide services for Equipment Finance, Commercial Property Loans, and Novated Leases. By negotiating with lenders, we obtain the best product for our clients and strive to build long-term relationships.
The clients were extremely satisfied with Fortune Financial's service, praising the professionalism, responsiveness, and quality of service provided by David.
N/A
Not rated yet
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Aged Care Financial Services International

Aged Care Financial Services International

agedcarefinancialservices.com.au
Aged Care Financial Services is Australia's leading Financial Planning Specialists for people making the move to residential Aged Care. Their expert team of financial advisers work to protect client's assets and develop cash flow strategies for a confident and smooth transition into Aged Care. They support clients through every step of the journey and make aged care affordable now and into the future.
N/A
Not rated yet
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Markiewicz

Markiewicz

markiewicz.com.au
Markiewicz & Co. is a leading Australian investment management and financial advisory firm that specializes in developing tailored wealth management solutions and individual investment strategies that are focused on achieving each client's financial objectives.
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Property Finance Invest

Property Finance Invest

propertyfinanceinvest.com.au
Property Finance Invest is a boutique property investment service that empowers clients to achieve their financial goals. We provide expert advice and support to help individuals and investors navigate the complex world of property investment, self-managed super funds, and retirement strategy. Our approach is client-centric, and we take the time to understand our clients' unique needs and priorities. With a focus on delivering exceptional service and results, we strive to help our clients achieve financial freedom and peace of mind.
N/A
Not rated yet
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GPS Wealth

GPS Wealth

gpswealth.com.au
GPS Wealth is a leading financial services licensee that supports progressive financial advisers in creating their ideal practice through its high-touch support model, built on a culture of sharing and collaboration. We provide comprehensive services in 12 key areas, including business growth, investment solutions, referral development, and more. Our mission is to empower our advisers to achieve their business goals and beyond.
N/A
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Merit Wealth

Merit Wealth

meritwealth.com.au
Merit Wealth offers a range of financial services to support accountants, financial advisors, and SMSF specialists in delivering exceptional client outcomes. Our solutions include full authorisation, limited authorisation, and support services to help our partners scale their businesses and improve their workflows.
N/A
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NATCORP Financial Services

NATCORP Financial Services

natcorp.com.au
Insight Financial Partners offers comprehensive financial planning and advisory services to individuals, families, and business owners in Sydney. Our team of experienced financial planners provides tailored solutions to help clients achieve their financial goals, including retirement planning, investment portfolio management, and estate planning.
N/A
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Adviser First

Adviser First

adviserfirst.com.au
Adviser First is a leading provider of outsourced paraplanning services to the financial industry, delivering high-quality, compliant Statements of Advice (SoAs) to financial planners, advisers, and small businesses across Australia. Our team of experienced paraplanners provides a tailored solution to meet clients' unique needs, ensuring compliance with industry standards while helping businesses focus on what matters most - their clients' needs.
N/A
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Ariel & Associates

Ariel & Associates

ariel.associates
Ariel & Associates is an independent consulting firm dedicated to providing comprehensive compliance, licensing, and governance services to clients in the financial services industry, offering a range of services including compliance procedures, Corporate Governance, and Advocacy.
N/A
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Scarlett Financial

Scarlett Financial

scarlettfinancial.com.au
Scarlett Financial is a boutique financial services house that provides personalized advice to help individuals and businesses achieve their unique financial goals. Our team of experienced advisors works together to grow income, manage compliance, manage tax strategically, and take advantage of investment opportunities.
N/A
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Wilson Htm Investment Group

Wilson Htm Investment Group

wilsonsadvisory.com.au
Wilsons Advisory is a leading financial services firm with a distinguished history spanning over 125 years, offering private wealth, corporate, institutional, and research services to its clients, with a purpose to understand and realise their ambitions through expert investment strategies and valuable outcomes.
N/A
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Alpha Securities

Alpha Securities

alphasecurities.com.au
At Aussie Financial Guidance, we provide expert financial planning and advisory services to individuals, families, and small businesses in Sydney. Our experienced team takes the time to understand your financial goals and provides tailored advice and strategies to help you achieve them. We offer a range of services, including investment planning, superannuation, retirement planning, and estate planning, helping you make informed decisions about your financial future. Our goal is to provide peace of mind and confidence in your financial decisions, so you can focus on what matters most to you. By choosing Aussie Financial Guidance, you'll benefit from our personal approach, expert knowledge, and commitment to delivering exceptional results.
N/A
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CBD Corporate Financial Centre

CBD Corporate Financial Centre

cbdadvisory.com.au
CBD Advisory is a financial services company that offers tailored financial solutions to everyday Australians, empowering them to reach their unique version of financial freedom. Our team of experienced professionals provides personalized financial planning, investment management, retirement planning, estate planning, and insurance planning services to help clients achieve their financial goals.
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Xenia Compliance

Xenia Compliance

xeniacompliance.com.au
Xenia Compliance Consulting Pty. Ltd. is a financial services compliance consulting firm that provides tailored regulatory compliance solutions to help organisations achieve and maintain compliance with Australian Financial Services Licence (AFSL) and Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) obligations. With a strong focus on ethical conduct and client interest, the company's experienced team of professionals has a unique perspective on compliance, combining operational and compliance backgrounds to deliver practical and quality solutions. For over 10 years, Xenia Compliance has been helping organisations navigate the complex regulatory landscape, ensuring they stay ahead of the curve in meeting their compliance requirements.
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Centenary Financial

Centenary Financial

centfin.com.au
Centenary Financial provides expert financial planning services to individuals and businesses at every stage of life. From starting out to nearing retirement, our team of experienced professionals helps create tailored financial plans to achieve peace of mind and financial success. We offer a range of services, including financial planning, employer superannuation, tax and accounting, and finance and loans. Our mission is to provide personalized advice and guidance to help our clients achieve their financial goals and enjoy the freedom of choice in life.
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ANIG Wealth Management

ANIG Wealth Management

anig.com.au
At Australia National Investment Group (ANIG WM), we provide professional guidance, support, and advocacy to financial advisers across Australia, offering a range of services including adviser program, advice licensee support services, complaints procedures, and financial planning licensee cost, with a commitment to compliance, personalized support, and delivering exceptional service
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