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Brisbane, Queensland ยท October 2026 figures

Best financial planning businesses in Brisbane, QLD

The top-ranked financial planning businesses in Brisbane are Financial Advice Matters Brisbane (5.0 from 197 reviews), Blue Tree Financial Planning (5.0 from 156 reviews) and Better Financial Planning Australia (5.0 from 121 reviews). 121 are ranked here by proven rating.

Ranked
121
Median rating
5.0
Reviews behind the list
4,064
Open Saturday
9 of 120

The ranked list

  1. Rank 1.

    Financial Advice Matters Brisbane

    Toowong

    5.0 197 reviews Proven 4.91

  2. Rank 2.

    Blue Tree Financial Planning

    Lutwyche

    5.0 156 reviews Proven 4.89

  3. Rank 3.

    Better Financial Planning Australia

    Milton

    5.0 121 reviews Proven 4.86

  4. Rank 4.

    Beacon Aged Care & Retirement Advisers

    Toowong

    5.0 115 reviews Proven 4.85

  5. Rank 5.

    My Wealth Solutions

    Newstead

    4.9 345 reviews Proven 4.85

  6. Rank 6.

    Dalton Financial Partners

    Sandgate

    4.9 225 reviews Proven 4.83

  7. Rank 7.

    Plenitude Wealth

    St Lucia

    4.9 212 reviews Proven 4.82

  8. Rank 8.

    Bountiful Wealth

    North Lakes

    5.0 68 reviews Proven 4.77

  9. Rank 9.

    TLC Financial

    Brisbane City

    5.0 68 reviews Proven 4.77

  10. Rank 10.

    APEX Financial Services Group

    Greenslopes

    4.9 117 reviews Proven 4.77

  11. Rank 11.

    Tupicoffs, The Independent Financial Planners

    Brisbane City

    4.9 116 reviews Proven 4.77

  12. Rank 12.

    P3 Financial Planning

    Toowong

    5.0 60 reviews Proven 4.75

  13. Rank 13.

    The Wealth Lab

    Brisbane

    5.0 56 reviews Proven 4.74

  14. Rank 14.

    Scott Wealth Financial Advisers

    Fortitude Valley

    5.0 55 reviews Proven 4.73

  15. Rank 15.

    Three Chairs Financial Services

    Brendale

    5.0 55 reviews Proven 4.73

  16. Rank 16.

    Future Gen Solutions

    Woolloongabba

    4.9 85 reviews Proven 4.73

  17. Rank 17.

    KDM Financial and Estate Planning

    Lutwyche

    5.0 47 reviews Proven 4.70

  18. Rank 18.

    Fleming Financial Planning

    Woolloongabba

    4.9 69 reviews Proven 4.70

  19. Rank 19.

    PAC Financial

    Browns Plains

    4.9 69 reviews Proven 4.70

  20. Rank 20.

    Ikigai Wealth

    Fortitude Valley

    5.0 46 reviews Proven 4.70

  21. Rank 21.

    STAC Capital

    Brisbane City

    4.9 66 reviews Proven 4.69

  22. Rank 22.

    Madd Life

    Seven Hills

    5.0 40 reviews Proven 4.67

    Open SaturdayOpen lateOpens early

  23. Rank 23.

    Goldsworthy Private Wealth

    Upper Mount Gravatt

    5.0 39 reviews Proven 4.66

  24. Rank 24.

    CTWealth

    Brisbane City

    5.0 37 reviews Proven 4.65

  25. Rank 25.

    LINK Wealth Advisors

    Fortitude Valley

    5.0 37 reviews Proven 4.65

  26. Rank 26.

    Varria Financial Advisers Brisbane

    West End

    5.0 37 reviews Proven 4.65

  27. Rank 27.

    Infinite Financial Solutions Pty Ltd

    Windaroo

    5.0 36 reviews Proven 4.64

    Open SaturdayOpens early

  28. Rank 28.

    Lifelong Wealth

    Bald Hills

    5.0 36 reviews Proven 4.64

  29. Rank 29.

    Straight Path Financial Planning

    Eight Mile Plains

    5.0 35 reviews Proven 4.64

  30. Rank 30.

    Antea Financial Services

    East Brisbane

    5.0 34 reviews Proven 4.63

    Open Saturday

  31. Rank 31.

    Energy Financial Planning

    Newstead

    5.0 34 reviews Proven 4.63

  32. Rank 32.

    Willow Wealth Partners

    Newstead

    4.9 46 reviews Proven 4.63

  33. Rank 33.

    Aspire Retire Wealth Advisory

    Brisbane City

    5.0 33 reviews Proven 4.62

    Open 7 days

  34. Rank 34.

    Morgans Financial Limited - Springfield / Ipswich

    Springfield Central

    5.0 32 reviews Proven 4.62

  35. Rank 35.

    Olleh Wealth

    Wynnum

    5.0 32 reviews Proven 4.62

  36. Rank 36.

    Fast Track Home Loans

    Aspley

    4.8 64 reviews Proven 4.61

  37. Rank 37.

    Your Vision Financial Solutions

    Ascot

    5.0 31 reviews Proven 4.61

  38. Rank 38.

    Medico Wealth

    Eight Mile Plains

    5.0 28 reviews Proven 4.58

  39. Rank 39.

    GPA Financial Planning

    Thornlands

    5.0 26 reviews Proven 4.57

    Open Saturday

  40. Rank 40.

    Mint Lane

    Redcliffe

    5.0 26 reviews Proven 4.57

  41. Rank 41.

    MN8 Wealth

    Brisbane

    5.0 26 reviews Proven 4.57

  42. Rank 42.

    RetireInvest Chermside

    Chermside

    5.0 26 reviews Proven 4.57

  43. Rank 43.

    Coastal Advisory Australia - Tingalpa

    Tingalpa

    5.0 25 reviews Proven 4.56

  44. Rank 44.

    Solace Financial Planners Brisbane

    Brisbane City

    4.9 32 reviews Proven 4.55

  45. Rank 45.

    Liberty Wealth Group

    Forest Lake

    4.9 31 reviews Proven 4.55

    Open Saturday

  46. Rank 46.

    Valley Mayfair Wealth Management

    Brisbane City

    5.0 24 reviews Proven 4.54

  47. Rank 47.

    dozzi Financial Advice

    Newstead

    5.0 23 reviews Proven 4.54

  48. Rank 48.

    Green Associates Financial Planning

    Milton

    5.0 23 reviews Proven 4.54

  49. Rank 49.

    iPlan Financial Services Pty Ltd

    Samford Valley

    5.0 23 reviews Proven 4.54

  50. Rank 50.

    Malhi Private Wealth

    Brisbane City

    5.0 21 reviews Proven 4.51

Financial Planning Businesses by suburb in Brisbane

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

Financial Planning Businesses in Brisbane at a glance

  • 121 financial planning businesses in Brisbane are ranked here, with 4,064 Google reviews between them and a median rating of 5.0.
  • 98% list a website and 98% a phone number on Google.
  • 9 of the 120 that list opening hours open on Saturday, and 1 on Sunday.
  • My Wealth Solutions in Newstead has the most Google reviews (345), averaging 4.9.
  • The suburbs with the most: Brisbane City (19), Fortitude Valley (10) and Eight Mile Plains (6).

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Questions

Who are the best financial planning businesses in Brisbane?

The top-ranked financial planning businesses in Brisbane are Financial Advice Matters Brisbane (5.0 from 197 reviews), Blue Tree Financial Planning (5.0 from 156 reviews) and Better Financial Planning Australia (5.0 from 121 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 Brisbane?

The Agentize Directory ranks 121 financial planning businesses in Brisbane, each with a Google rating from at least five reviews. Their median rating is 5.0, from 4,064 reviews in all.

Which financial planning businesses in Brisbane are open on weekends?

1 of the 120 that list hours on Google open on both Saturday and Sunday. The highest ranked of them are Aspire Retire Wealth Advisory.

Which financial planning business in Brisbane has the most reviews?

My Wealth Solutions has the most Google reviews of any financial planning business ranked in Brisbane: 345, 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.