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Sydney, New South Wales ยท October 2026 figures

Best financial planning businesses in Sydney, NSW

The top-ranked financial planning businesses in Sydney are Viridian (5.0 from 654 reviews), Viridian (5.0 from 493 reviews) and Berti Financial Group (5.0 from 262 reviews). 172 are ranked here by proven rating.

Ranked
172
Median rating
5.0
Reviews behind the list
6,452
Open Saturday
15 of 167

The ranked list

  1. Rank 1.

    Viridian

    Sydney

    5.0 654 reviews Proven 4.97

  2. Rank 2.

    Viridian

    Rhodes

    5.0 493 reviews Proven 4.96

  3. Rank 3.

    Berti Financial Group

    Alexandria

    5.0 262 reviews Proven 4.93

    Open Saturday

  4. Rank 4.

    Discovery Wealth Advisers

    Baulkham Hills

    5.0 252 reviews Proven 4.93

  5. Rank 5.

    SMI Financial Solutions

    Bella Vista

    5.0 173 reviews Proven 4.90

    Open Saturday

  6. Rank 6.

    Wealth Avenue

    Roselands

    5.0 166 reviews Proven 4.89

    Open 7 days

  7. Rank 7.

    Health & Finance Integrated

    Parramatta

    5.0 121 reviews Proven 4.86

  8. Rank 8.

    Montara Wealth

    Sydney

    5.0 97 reviews Proven 4.83

    Open 7 days

  9. Rank 9.

    Sydney Financial Planning

    Edgecliff

    4.9 221 reviews Proven 4.83

  10. Rank 10.

    Cheng Shen

    Alexandria

    5.0 90 reviews Proven 4.82

  11. Rank 11.

    AGS Financial Group North Sydney

    North Sydney

    4.9 194 reviews Proven 4.82

  12. Rank 12.

    Invest With Mitch

    Miranda

    5.0 76 reviews Proven 4.79

    Open 24/7

  13. Rank 13.

    Apexx Wealth Pty Ltd

    Sydney

    5.0 68 reviews Proven 4.77

  14. Rank 14.

    Aspiram Financial Planning

    Norwest

    5.0 66 reviews Proven 4.77

  15. Rank 15.

    Astonia Private Wealth - Financial Planning

    Norwest

    5.0 65 reviews Proven 4.76

  16. Rank 16.

    Macarthur Wealth Management

    Parramatta

    5.0 64 reviews Proven 4.76

  17. Rank 17.

    Much more than money

    Sydney

    5.0 63 reviews Proven 4.76

  18. Rank 18.

    Discovery Wealth Advisers

    Penrith

    5.0 62 reviews Proven 4.76

  19. Rank 19.

    Key Concept Wealth and Insurance

    Bilgola Plateau

    5.0 62 reviews Proven 4.76

  20. Rank 20.

    Superannuation & Insurances

    Kogarah

    5.0 58 reviews Proven 4.74

  21. Rank 21.

    Ryker Capital

    Ingleburn

    4.9 94 reviews Proven 4.74

    Open Saturday

  22. Rank 22.

    CFV Advisory

    Sydney

    5.0 57 reviews Proven 4.74

  23. Rank 23.

    CA Financial Services Group

    North Sydney

    4.9 89 reviews Proven 4.74

  24. Rank 24.

    Secured Wealth Advice

    Neutral Bay

    5.0 54 reviews Proven 4.73

  25. Rank 25.

    Fokas Beyond

    Mascot

    4.8 180 reviews Proven 4.72

  26. Rank 26.

    Viridian Advisory Parramatta

    Parramatta

    5.0 51 reviews Proven 4.72

  27. Rank 27.

    Partners Wealth Group

    Sydney

    5.0 44 reviews Proven 4.69

  28. Rank 28.

    PrimeAdvisory

    Sydney

    5.0 40 reviews Proven 4.67

  29. Rank 29.

    LT Financial Advice

    Miranda

    5.0 39 reviews Proven 4.66

  30. Rank 30.

    Beaches Financial Planners

    Manly Vale

    4.9 50 reviews Proven 4.64

  31. Rank 31.

    Allied Wealth

    Sydney

    5.0 34 reviews Proven 4.63

  32. Rank 32.

    Forest Wealth - Hornsby

    Hornsby

    5.0 34 reviews Proven 4.63

  33. Rank 33.

    Halcyon Wealth Advisers

    North Sydney

    5.0 34 reviews Proven 4.63

  34. Rank 34.

    Amber Wealth Management

    Randwick

    5.0 33 reviews Proven 4.62

  35. Rank 35.

    MLS Financial

    Penrith

    5.0 33 reviews Proven 4.62

  36. Rank 36.

    Parkworth Financial Solutions and Parkworth Home Loans

    Miranda

    5.0 33 reviews Proven 4.62

  37. Rank 37.

    Navigate Financial

    Manly

    5.0 32 reviews Proven 4.62

  38. Rank 38.

    Clarity Wealth Penrith

    Penrith

    4.9 42 reviews Proven 4.61

  39. Rank 39.

    Esencia Wealth

    Sydney

    5.0 31 reviews Proven 4.61

  40. Rank 40.

    Purpose Advisory

    Alexandria

    4.9 41 reviews Proven 4.61

    Open Saturday

  41. Rank 41.

    FinancialAdvisor.com.au Financial Planners Sydney

    Sydney

    4.9 40 reviews Proven 4.60

  42. Rank 42.

    RP Wealth Management

    Gregory Hills

    5.0 30 reviews Proven 4.60

  43. Rank 43.

    GJ Private Wealth

    Sutherland

    5.0 29 reviews Proven 4.59

    Open Saturday

  44. Rank 44.

    Atlas Wealth Advisory - Financial Planning

    Woolooware

    4.9 38 reviews Proven 4.59

  45. Rank 45.

    Profile Financial Services - Sydney Office

    Sydney

    4.9 38 reviews Proven 4.59

  46. Rank 46.

    Maslow Wealth

    Sydney

    4.9 37 reviews Proven 4.58

  47. Rank 47.

    Emerging Wealth

    Sydney

    5.0 28 reviews Proven 4.58

  48. Rank 48.

    Ironbark Advice Norwest

    Baulkham Hills

    4.9 36 reviews Proven 4.58

  49. Rank 49.

    JP Financial Advisors

    Bella Vista

    5.0 27 reviews Proven 4.57

  50. Rank 50.

    MJM Private Wealth

    North Sydney

    5.0 27 reviews Proven 4.57

Financial Planning Businesses by suburb in Sydney

Every suburb with five or more financial planning businesses has its own ranked list.

Financial Planning Businesses in Sydney at a glance

  • 172 financial planning businesses in Sydney are ranked here, with 6,452 Google reviews between them and a median rating of 5.0.
  • 97% list a website and 99% a phone number on Google.
  • 15 of the 167 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.
  • The suburbs with the most: North Sydney (9), Parramatta (8) and Norwest (7).

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Questions

Who are the best financial planning businesses in Sydney?

The top-ranked financial planning businesses in Sydney 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 Sydney?

The Agentize Directory ranks 172 financial planning businesses in Sydney, each with a Google rating from at least five reviews. Their median rating is 5.0, from 6,452 reviews in all.

Which financial planning businesses in Sydney are open on weekends?

6 of the 167 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 Sydney 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 Sydney has the most reviews?

Viridian has the most Google reviews of any financial planning business ranked in Sydney: 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.

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.