Professional services · October 2026 figures
Financial Planning Businesses in Australia
The Agentize Directory ranks 831 financial planning businesses across 27 Australian cities and towns. The top-ranked nationally are Index Wealth in Melbourne (5.0 from 683 reviews), Viridian in Sydney (5.0 from 654 reviews) and Viridian in Sydney (5.0 from 493 reviews).
- Ranked
- 831
- Cities and towns
- 27
- Median rating
- 5.0
- With a website
- 96%
Financial Planning Businesses at a glance
- 96% of financial planning businesses in the directory list a website, 98% a phone number and 98% their opening hours.
- 6% of those with hours open on Saturday and 2% on Sunday.
- 3 list round-the-clock hours every day of the week.
- Their median Google rating is 5.0, from 29,805 reviews in all.
- Melbourne has the most (187), then Sydney (172) and Brisbane (121).
- Of the cities with twenty or more, Melbourne has the highest median rating (5.0).
- Index Wealth in Melbourne has the most Google reviews of any financial planning business listed (683).
The ten best-proven financial planning businesses in Australia
- 1Index WealthMelbourne · 5.0 from 683 · Proven 4.97
- 2ViridianSydney · 5.0 from 654 · Proven 4.97
- 3ViridianRhodes, Sydney · 5.0 from 493 · Proven 4.96
- 4360 Financial StrategistsCamberwell, Melbourne · 5.0 from 443 · Proven 4.96
- 5Berti Financial GroupAlexandria, Sydney · 5.0 from 262 · Proven 4.93
- 6Thriving WealthNiddrie, Melbourne · 5.0 from 254 · Proven 4.93
- 7True WealthSurfers Paradise, Gold Coast · 5.0 from 254 · Proven 4.93
- 8Discovery Wealth AdvisersBaulkham Hills, Sydney · 5.0 from 252 · Proven 4.93
- 9Verse WealthMelbourne · 5.0 from 243 · Proven 4.92
- 10The Wealth Connection - AustinmerAustinmer, Wollongong · 5.0 from 216 · Proven 4.92
Financial Planning Businesses in New South Wales
Top financial planning businesses across New South Wales
Sydney
172 ranked · median 5.0
Viridian 5.0 · 654
Newcastle
25 ranked · median 5.0
Elliot Watson Financial Planning Newcastle 4.9 · 146
Wollongong
12 ranked · median 5.0
The Wealth Connection - Austinmer 5.0 · 216
Central Coast
10 ranked · median 5.0
FMS Group 4.9 · 135
Coffs Harbour
7 ranked · median 5.0
Wisdom Wealth Services 4.9 · 75
Ballina
3 ranked · median 4.9
Future Proof Wealth 4.9 · 12
Financial Planning Businesses in Victoria
Financial Planning Businesses in Queensland
Top financial planning businesses across Queensland
Brisbane
121 ranked · median 5.0
Financial Advice Matters Brisbane 5.0 · 197
Gold Coast
50 ranked · median 5.0
True Wealth 5.0 · 254
Sunshine Coast
36 ranked · median 5.0
Dalton Financial Partners 5.0 · 125
Toowoomba
9 ranked · median 4.9
Gallagher Toowoomba 5.0 · 28
Townsville
7 ranked · median 5.0
Financial Advice Matters Townsville 5.0 · 32
Cairns
6 ranked · median 5.0
Direct Wealth 5.0 · 48
Mackay
5 ranked · median 4.9
Alman Partners True Wealth 4.9 · 20
Logan
4 ranked · median 5.0
Great Advice 5.0 · 58
Hervey Bay
3 ranked · median 4.8
Simmons Livingstone Fraser Coast 5.0 · 14
Ipswich
3 ranked · median 4.5
Growth Focus - Get Growth 4.9 · 30
Financial Planning Businesses in South Australia
Financial Planning Businesses in Tasmania
Financial Planning Businesses in the Australian Capital Territory
Financial Planning Businesses in the Northern Territory
Financial Planning Businesses by suburb
The suburbs with the most financial planning businesses listed. Every one has its own ranked list.
- Brisbane City, QLD 19
- Maroochydore, QLD 13
- West Perth, WA 12
- Bundall, QLD 11
- Fortitude Valley, QLD 10
- North Sydney, NSW 9
- Parramatta, NSW 8
- Norwest, NSW 7
- Osborne Park, WA 7
- Southport, QLD 7
- Robina, QLD 7
- Camberwell, VIC 6
- Brookvale, NSW 6
- Eight Mile Plains, QLD 6
- Erina, NSW 6
- Toowoomba City, QLD 6
- Mornington, VIC 5
- South Yarra, VIC 5
- Hawthorn, VIC 5
- Essendon, VIC 5
- Hawthorn East, VIC 5
- Penrith, NSW 5
- Bondi Junction, NSW 5
- Bella Vista, NSW 5
- Baulkham Hills, NSW 5
- Spring Hill, QLD 5
- Milton, QLD 5
- Newstead, QLD 5
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Questions
Who are the best financial planning businesses in Australia?
The top-ranked nationally are Index Wealth in Melbourne (5.0 from 683 reviews), Viridian in Sydney (5.0 from 654 reviews) and Viridian in Sydney (5.0 from 493 reviews). Each list is ranked city by city by proven rating, the Google rating weighted by the reviews behind it.
Which Australian city has the most financial planning businesses?
In the Agentize Directory, Melbourne has the most financial planning businesses (187), followed by Sydney (172), Brisbane (121) and Perth (73).
Where are financial planning businesses rated highest?
Among cities with at least twenty financial planning businesses listed, Melbourne has the highest median Google rating: 5.0 across 187 businesses.
How many financial planning businesses list their opening hours?
98% of the 831 financial planning businesses in the directory list opening hours on Google; of those, 6% open on Saturday and 2% on Sunday.
Ratings and review counts are Google's, as listed in October 2026. Phone numbers, websites and opening hours are the ones each business lists on Google. No business pays to be listed or to move up, and none is verified or endorsed by Agentize. How the ranking works.