Skip to content

Queensland · October 2026 figures

Best financial planning businesses in Queensland

The top-ranked financial planning businesses in Queensland are True Wealth in Surfers Paradise, Gold Coast (5.0 from 254 reviews), Financial Advice Matters Brisbane in Toowong, Brisbane (5.0 from 197 reviews) and Blue Tree Financial Planning in Lutwyche, Brisbane (5.0 from 156 reviews). 244 are ranked across 10 cities and towns in QLD.

Ranked in QLD
244
Median rating
5.0
Reviews behind them
7,852
Open Saturday
13 of 242

The 50 best financial planning businesses in Queensland

  1. Rank 1.

    True Wealth

    Surfers Paradise, Gold Coast

    5.0 254 reviews Proven 4.93

  2. Rank 2.

    Financial Advice Matters Brisbane

    Toowong, Brisbane

    5.0 197 reviews Proven 4.91

  3. Rank 3.

    Blue Tree Financial Planning

    Lutwyche, Brisbane

    5.0 156 reviews Proven 4.89

  4. Rank 4.

    Dalton Financial Partners

    Coolum Beach, Sunshine Coast

    5.0 125 reviews Proven 4.86

  5. Rank 5.

    Stream Financial

    Buderim, Sunshine Coast

    5.0 123 reviews Proven 4.86

  6. Rank 6.

    Better Financial Planning Australia

    Milton, Brisbane

    5.0 121 reviews Proven 4.86

  7. Rank 7.

    Beacon Aged Care & Retirement Advisers

    Toowong, Brisbane

    5.0 115 reviews Proven 4.85

  8. Rank 8.

    My Wealth Solutions

    Newstead, Brisbane

    4.9 345 reviews Proven 4.85

  9. Rank 9.

    Dalton Financial Partners

    Sandgate, Brisbane

    4.9 225 reviews Proven 4.83

  10. Rank 10.

    Plenitude Wealth

    St Lucia, Brisbane

    4.9 212 reviews Proven 4.82

  11. Rank 11.

    Bountiful Wealth

    North Lakes, Brisbane

    5.0 68 reviews Proven 4.77

  12. Rank 12.

    TLC Financial

    Brisbane City, Brisbane

    5.0 68 reviews Proven 4.77

  13. Rank 13.

    APEX Financial Services Group

    Greenslopes, Brisbane

    4.9 117 reviews Proven 4.77

  14. Rank 14.

    Tupicoffs, The Independent Financial Planners

    Brisbane City, Brisbane

    4.9 116 reviews Proven 4.77

  15. Rank 15.

    Novare Wealth

    Bundall, Gold Coast

    5.0 66 reviews Proven 4.77

  16. Rank 16.

    Elements Financial Planning

    Maroochydore, Sunshine Coast

    5.0 61 reviews Proven 4.75

  17. Rank 17.

    P3 Financial Planning

    Toowong, Brisbane

    5.0 60 reviews Proven 4.75

  18. Rank 18.

    Cruz

    Burleigh Heads, Gold Coast

    5.0 58 reviews Proven 4.74

  19. Rank 19.

    Great Advice

    Springwood, Logan

    5.0 58 reviews Proven 4.74

  20. Rank 20.

    Atlas Wealth Management

    Surfers Paradise, Gold Coast

    4.9 93 reviews Proven 4.74

  21. Rank 21.

    The Wealth Lab

    Brisbane

    5.0 56 reviews Proven 4.74

  22. Rank 22.

    Scott Wealth Financial Advisers

    Fortitude Valley, Brisbane

    5.0 55 reviews Proven 4.73

  23. Rank 23.

    Three Chairs Financial Services

    Brendale, Brisbane

    5.0 55 reviews Proven 4.73

  24. Rank 24.

    Future Gen Solutions

    Woolloongabba, Brisbane

    4.9 85 reviews Proven 4.73

  25. Rank 25.

    My Wealth Solutions

    Bundall, Gold Coast

    5.0 50 reviews Proven 4.71

  26. Rank 26.

    Direct Wealth

    Manoora, Cairns

    5.0 48 reviews Proven 4.71

  27. Rank 27.

    KDM Financial and Estate Planning

    Lutwyche, Brisbane

    5.0 47 reviews Proven 4.70

  28. Rank 28.

    Fleming Financial Planning

    Woolloongabba, Brisbane

    4.9 69 reviews Proven 4.70

  29. Rank 29.

    New Wave Financial Planning

    Mermaid Beach, Gold Coast

    4.9 69 reviews Proven 4.70

  30. Rank 30.

    PAC Financial

    Browns Plains, Brisbane

    4.9 69 reviews Proven 4.70

  31. Rank 31.

    Ikigai Wealth

    Fortitude Valley, Brisbane

    5.0 46 reviews Proven 4.70

  32. Rank 32.

    STAC Capital

    Brisbane City, Brisbane

    4.9 66 reviews Proven 4.69

  33. Rank 33.

    Centaur Financial Services Gold Coast

    Robina, Gold Coast

    4.9 62 reviews Proven 4.68

  34. Rank 34.

    PictureWealth Brisbane

    Broadbeach, Gold Coast

    4.7 572 reviews Proven 4.68

  35. Rank 35.

    Pacific Wealth Partners

    Bundall, Gold Coast

    5.0 41 reviews Proven 4.67

  36. Rank 36.

    Wahlstrom Financial Services

    Bundall, Gold Coast

    4.9 58 reviews Proven 4.67

  37. Rank 37.

    Financial Advice Matters Group Gold Coast

    Robina, Gold Coast

    5.0 40 reviews Proven 4.67

  38. Rank 38.

    Jasper Financial

    Maroochydore, Sunshine Coast

    5.0 40 reviews Proven 4.67

  39. Rank 39.

    Madd Life

    Seven Hills, Brisbane

    5.0 40 reviews Proven 4.67

    Open SaturdayOpen lateOpens early

  40. Rank 40.

    Goldsworthy Private Wealth

    Upper Mount Gravatt, Brisbane

    5.0 39 reviews Proven 4.66

  41. Rank 41.

    Insight Financial Advisers

    Varsity Lakes, Gold Coast

    5.0 39 reviews Proven 4.66

  42. Rank 42.

    Awhina Financial

    Robina, Gold Coast

    5.0 37 reviews Proven 4.65

    Open Saturday

  43. Rank 43.

    CTWealth

    Brisbane City, Brisbane

    5.0 37 reviews Proven 4.65

  44. Rank 44.

    LINK Wealth Advisors

    Fortitude Valley, Brisbane

    5.0 37 reviews Proven 4.65

  45. Rank 45.

    Varria Financial Advisers Brisbane

    West End, Brisbane

    5.0 37 reviews Proven 4.65

  46. Rank 46.

    Kelly Wealth

    Cairns City, Cairns

    4.9 50 reviews Proven 4.64

  47. Rank 47.

    Infinite Financial Solutions Pty Ltd

    Windaroo, Brisbane

    5.0 36 reviews Proven 4.64

    Open SaturdayOpens early

  48. Rank 48.

    Lifelong Wealth

    Bald Hills, Brisbane

    5.0 36 reviews Proven 4.64

  49. Rank 49.

    Mike Beal Financial Planning

    Maroochydore, Sunshine Coast

    4.8 78 reviews Proven 4.64

  50. Rank 50.

    Straight Path Financial Planning

    Eight Mile Plains, Brisbane

    5.0 35 reviews Proven 4.64

The best 50 of 244. Every business is on its own city's list below.

Financial Planning Businesses at a glance

  • 244 financial planning businesses in Queensland are ranked here, with 7,852 Google reviews between them and a median rating of 5.0.
  • 95% list a website and 99% a phone number on Google.
  • 13 of the 242 that list opening hours open on Saturday, and 3 on Sunday.
  • 1 lists round-the-clock hours, every day of the week: Vision Wealth Group.
  • PictureWealth Brisbane in Broadbeach has the most Google reviews (572), averaging 4.7.

Agentize for financial planning businesses

Let the crew do the paperwork.

Agentize writes your quotes and invoices from your own rates, sends them in your business's name, follows up by text and email, and chases overdue invoices so you don't have to.

  • Quotes from a 30-second voice note
  • Invoices sent, late payers chased
  • Your prices, your name, nothing sent without your OK

Start free trial See how it works

200 tokens free for 7 days, no card.

Listed here?

Your listing here is free. It comes from your Google Business Profile, and there is nothing to sign up for to stay on it.

Questions

Who are the best financial planning businesses in Queensland?

The top-ranked financial planning businesses in Queensland are True Wealth (5.0 from 254 reviews), Financial Advice Matters Brisbane (5.0 from 197 reviews) and Blue Tree Financial Planning (5.0 from 156 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 Queensland?

The Agentize Directory ranks 244 financial planning businesses in Queensland, each with a Google rating from at least five reviews. Their median rating is 5.0, from 7,852 reviews in all.

Which financial planning businesses in Queensland are open on weekends?

3 of the 242 that list hours on Google open on both Saturday and Sunday. The highest ranked of them are Aspire Retire Wealth Advisory, Dave Haydon and Vision Wealth Group.

Which financial planning businesses in Queensland are open 24 hours?

Vision Wealth Group list round-the-clock hours every day on Google. Call ahead to confirm.

Which financial planning business in Queensland has the most reviews?

PictureWealth Brisbane has the most Google reviews of any financial planning business ranked in Queensland: 572, averaging 4.7.

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.