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Newcastle, New South Wales · October 2026 figures

Best financial planning businesses in Newcastle, NSW

The top-ranked financial planning businesses in Newcastle are Elliot Watson Financial Planning Newcastle (4.9 from 146 reviews), Progressive Financial Planners (5.0 from 57 reviews) and Sandringham Wealth (5.0 from 54 reviews). 25 are ranked here by proven rating.

Ranked
25
Median rating
5.0
Reviews behind the list
722
Open Saturday
3 of 25

The ranked list

  1. Rank 1.

    Elliot Watson Financial Planning Newcastle

    The Junction

    4.9 146 reviews Proven 4.79

  2. Rank 2.

    Progressive Financial Planners

    Warners Bay

    5.0 57 reviews Proven 4.74

  3. Rank 3.

    Sandringham Wealth

    Charlestown

    5.0 54 reviews Proven 4.73

  4. Rank 4.

    Hunter Financial

    Newcastle

    4.9 81 reviews Proven 4.72

  5. Rank 5.

    Nest Financial Solutions

    Lambton

    5.0 46 reviews Proven 4.70

  6. Rank 6.

    Finspire Advisers®

    Eleebana

    5.0 40 reviews Proven 4.67

  7. Rank 7.

    Tenex Wealth

    Warners Bay

    5.0 39 reviews Proven 4.66

  8. Rank 8.

    Count Wealth

    Charlestown

    4.8 61 reviews Proven 4.60

  9. Rank 9.

    Ironbark Advice Newcastle

    Broadmeadow

    5.0 25 reviews Proven 4.56

  10. Rank 10.

    Strength Financial Solutions Pty Ltd

    Edgeworth

    5.0 21 reviews Proven 4.51

  11. Rank 11.

    Enlightened Private Wealth

    Maryville

    5.0 14 reviews Proven 4.41

  12. Rank 12.

    Insight Wealth Planning

    New Lambton

    4.8 20 reviews Proven 4.40

  13. Rank 13.

    KLM Financial Planners

    Charlestown

    5.0 13 reviews Proven 4.39

  14. Rank 14.

    Hunter Wealth Management

    Wallsend

    5.0 12 reviews Proven 4.38

  15. Rank 15.

    Archer Private Wealth Newcastle

    Newcastle

    5.0 11 reviews Proven 4.36

  16. Rank 16.

    Honeywell Capital

    Newcastle

    5.0 11 reviews Proven 4.36

  17. Rank 17.

    Lumaire Wealth

    The Junction

    5.0 11 reviews Proven 4.36

  18. Rank 18.

    Lush Wealth

    Newcastle West

    5.0 10 reviews Proven 4.33

  19. Rank 19.

    Bottrell Wealth Newcastle Financial Planning

    Newcastle

    5.0 9 reviews Proven 4.31

    Open SaturdayOpens early

  20. Rank 20.

    Newcastle Advisors

    Warners Bay

    5.0 9 reviews Proven 4.31

    Open Saturday

  21. Rank 21.

    Atlas Financial Advisory

    Warners Bay

    5.0 7 reviews Proven 4.26

  22. Rank 22.

    Hunter FP

    Mount Hutton

    5.0 7 reviews Proven 4.26

  23. Rank 23.

    Infinity Financial Advisors

    Newcastle

    5.0 5 reviews Proven 4.20

  24. Rank 24.

    Newburn Wealth Advisory

    Newcastle

    4.8 6 reviews Proven 4.18

    Open Saturday

  25. Rank 25.

    Shartru Wealth

    Belmont

    4.1 7 reviews Proven 4.03

Financial Planning Businesses in Newcastle at a glance

  • 25 financial planning businesses in Newcastle are ranked here, with 722 Google reviews between them and a median rating of 5.0.
  • 100% list a website and 100% a phone number on Google.
  • 3 of the 25 that list opening hours open on Saturday, and none on Sunday.
  • Elliot Watson Financial Planning Newcastle in The Junction has the most Google reviews (146), averaging 4.9.

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Questions

Who are the best financial planning businesses in Newcastle?

The top-ranked financial planning businesses in Newcastle are Elliot Watson Financial Planning Newcastle (4.9 from 146 reviews), Progressive Financial Planners (5.0 from 57 reviews) and Sandringham Wealth (5.0 from 54 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 Newcastle?

The Agentize Directory ranks 25 financial planning businesses in Newcastle, each with a Google rating from at least five reviews. Their median rating is 5.0, from 722 reviews in all.

Which financial planning businesses in Newcastle are open on weekends?

None of the 25 that list hours on Google open on both Saturday and Sunday; 3 open on Saturday.

Which financial planning business in Newcastle has the most reviews?

Elliot Watson Financial Planning Newcastle has the most Google reviews of any financial planning business ranked in Newcastle: 146, averaging 4.9.

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.

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.