New South Wales · October 2026 figures
Best financial planning businesses in New South Wales
The top-ranked financial planning businesses in New South Wales are Viridian in Sydney (5.0 from 654 reviews), Viridian in Rhodes, Sydney (5.0 from 493 reviews) and Berti Financial Group in Alexandria, Sydney (5.0 from 262 reviews). 229 are ranked across 6 cities and towns in NSW.
- Ranked in NSW
- 229
- Median rating
- 5.0
- Reviews behind them
- 8,003
- Open Saturday
- 18 of 223
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The best 50 of 229. Every business is on its own city's list below.
Financial Planning Businesses by city in 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 at a glance
- 229 financial planning businesses in New South Wales are ranked here, with 8,003 Google reviews between them and a median rating of 5.0.
- 97% list a website and 99% a phone number on Google.
- 18 of the 223 that list opening hours open on Saturday, and 6 on Sunday.
- 2 list round-the-clock hours, every day of the week: Invest With Mitch and The Investor's Way.
- Viridian in Sydney has the most Google reviews (654), averaging 5.0.
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Questions
Who are the best financial planning businesses in New South Wales?
The top-ranked financial planning businesses in New South Wales are Viridian (5.0 from 654 reviews), Viridian (5.0 from 493 reviews) and Berti Financial Group (5.0 from 262 reviews). Each is ranked by proven rating, its Google rating weighted by the number of reviews behind it.
How many financial planning businesses are there in New South Wales?
The Agentize Directory ranks 229 financial planning businesses in New South Wales, each with a Google rating from at least five reviews. Their median rating is 5.0, from 8,003 reviews in all.
Which financial planning businesses in New South Wales are open on weekends?
6 of the 223 that list hours on Google open on both Saturday and Sunday. The highest ranked of them are Wealth Avenue, Montara Wealth and Invest With Mitch.
Which financial planning businesses in New South Wales are open 24 hours?
Invest With Mitch and The Investor's Way list round-the-clock hours every day on Google. Call ahead to confirm.
Which financial planning business in New South Wales has the most reviews?
Viridian has the most Google reviews of any financial planning business ranked in New South Wales: 654, averaging 5.0.
How is this list of financial planning businesses ranked?
Every list is ranked by proven rating: a business's Google rating weighted by the reviews behind it, so a perfect score from five reviews cannot outrank a near-perfect one from five hundred. No business pays to be listed or to move up. How the ranking works.
Elsewhere in Australia
- Financial Planning Businesses across Australia
- Financial Planning Businesses in Victoria
- Financial Planning Businesses in Queensland
- Financial Planning Businesses in Western Australia
- 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
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.