Best Financial Planners in New South Wales

404 financial planners across New South Wales, ranked on evidence rather than advertising.

The short answer

The best financial planners in New South Wales, ranked on independent evidence rather than paid placement, are Provida Financial Services in Castle Hill (5.0 stars from 100 reviews, scored 87 out of 100), Argyle Diamond Investments Pink Diamonds Australia in Newcastle (4.9 stars from 94 reviews, scored 86 out of 100), Watson Wealth in Maitland (5.0 stars from 84 reviews, scored 87 out of 100), Future Super in Sydney (4.8 stars from 396 reviews, scored 86 out of 100) and Feel Good Financial Services in Nowra (5.0 stars from 61 reviews, scored 85 out of 100). 404 financial planners in New South Wales are listed in total. Placement cannot be bought.

Verified 4 October 2026. Every listing is checked the same way, and a check that has not run is shown as a blank, not a pass. How we rank

305 of 404 independently corroborated · 145 with a confirmed phone number · every check ↓

Showing 1–60 of 404 financial planners in NSW

Ordered by evidence, then by closest match. How this works →

  • Provida Financial Services

    Castle Hill, NSW

    87.3/100
    5.0from 100 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2002
    • Offers a warranty
    (02) 9836 4140Visit website

  • Argyle Diamond Investments Pink Diamonds Australia

    Newcastle, NSW

    86.0/100
    4.9from 94 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (02) 4927 0000Visit website

  • Watson Wealth

    Maitland, NSW

    86.6/100
    5.0from 84 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (02) 4038 1623Visit website

  • Future Super

    Sydney, NSW

    86.0/100
    4.8from 396 reviews
    • ABN confirmed
    1300 658 422Visit website

  • Feel Good Financial Services

    Nowra, NSW

    85.2/100
    5.0from 61 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    0423 688 756Visit website

  • Macarthur Wealth Management

    Parramatta, NSW

    85.2/100
    5.0from 61 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2008
    (02) 9683 2869Visit website

  • Secured Wealth Advice

    Chatswood, NSW

    84.7/100
    5.0from 54 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (02) 8021 5805Visit website

  • Constellation Financial Planning

    Castle Hill, NSW

    84.2/100
    5.0from 48 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (02) 8814 7977Visit website

  • Tenth Avenue Accountants & Financial Advisors

    Gosford, NSW

    85.6/100
    4.9from 162 reviews
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2017
    (02) 4399 1551Visit website

  • Nest Financial Solutions

    Newcastle, NSW

    84.0/100
    5.0from 46 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    0413 030 724Visit website

  • pearler

    Darlinghurst, NSW

    84.6/100
    4.8from 578 reviews
    • ABN confirmed
    (02) 5747 4747Visit website

  • AGS Financial Group Norwest

    Castle Hill, NSW

    84.6/100
    4.9from 66 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2015
    • Free quotes
    (02) 9899 7566Visit website

  • Financially Sound

    Maitland, NSW

    84.2/100
    5.0from 48 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    0408 227 531Visit website

  • Roots Financial

    Bowral, NSW

    84.3/100
    5.0from 50 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    0421 469 666Visit website

  • Sandringham Wealth

    Newcastle, NSW

    83.5/100
    5.0from 55 reviews
    • Independently corroborated
    • Phone number matches
    • ABN confirmed
    0422 691 769Visit website

  • Pivot Wealth - Financial Planning

    Sydney, NSW

    84.5/100
    4.8from 264 reviews
      (02) 8091 6881Visit website

    • Avondale Wealth Pty Ltd

      Parramatta, NSW

      83.1/100
      5.0from 67 reviews
      • Website live
      • Phone number matches
      • ABN confirmed
      (02) 7804 2833Visit website

    • Jane Carr Financial Planning

      Ballina, NSW

      82.7/100
      5.0from 35 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      0409 777 671Visit website

    • Superannuation & Insurances

      Hurstville, NSW

      82.4/100
      5.0from 58 reviews
      • Website live
      • Phone number matches
      0418 431 079Visit website

    • Prosper Financial Planning

      Castle Hill, NSW

      82.5/100
      5.0from 33 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      0407 230 204Visit website

    • Halcyon Wealth Advisers

      Chatswood, NSW

      82.5/100
      5.0from 33 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      • Trading since 2007
      • Offers a warranty
      (02) 8920 8933Visit website

    • Sydney Financial Planning

      Edgecliff, NSW

      82.7/100
      4.9from 220 reviews
      • ABN confirmed
      (02) 9328 0876Visit website

    • FTF Capital

      Sydney CBD, NSW

      81.7/100
      5.0from 49 reviews
      • Website live
      • Phone number matches
      • ABN confirmed
      0416 015 149Visit website

    • Shanley Financial Planning - Warners Bay

      Maitland, NSW

      82.3/100
      5.0from 40 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      (02) 4058 3050Visit website

    • MBA Wealth Solutions

      Bathurst, NSW

      81.8/100
      4.9from 34 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      (02) 6331 1192Visit website

    • RI Newcastle and Lower Hunter

      Maitland, NSW

      81.6/100
      5.0from 27 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      • Trading since 1995
      (02) 4933 0100Visit website

    • Singleton Financial

      Maitland, NSW

      81.4/100
      5.0from 26 reviews
      • Independently corroborated
      • Website live
      • Phone number matches
      • ABN confirmed
      • Trading since 2010
      • Offers a warranty
      (02) 4038 1623Visit website

    • Discovery Wealth Advisers

      Baulkham Hills, NSW

      81.9/100
      5.0from 252 reviews
        0429 362 720Visit website

      • SWFS Financial Group (Sydney West Financial Services)

        Castle Hill, NSW

        81.6/100
        4.9from 60 reviews
        • Website live
        • Phone number matches
        • ABN confirmed
        (02) 8824 7881Visit website

      • Powe Financial Advice Pty Ltd

        Campbelltown, NSW

        81.4/100
        5.0from 46 reviews
        • Website live
        • Phone number matches
        • ABN confirmed
        • Offers a warranty
        (02) 9525 2354Visit website

      • Leading Advice

        Parramatta, NSW

        80.8/100
        5.0from 23 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • ABN confirmed
        • Trading since 1982
        (02) 9879 5055Visit website

      • Blue Lantern Financial Services

        Sydney CBD, NSW

        80.6/100
        5.0from 22 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • Free quotes
        (02) 8062 5962Visit website

      • Insurance Advisory Service (NSW) Pty Ltd

        Katoomba, NSW

        80.6/100
        4.9from 47 reviews
        • Website live
        • Phone number matches
        • Trading since 1973
        (02) 8268 2900Visit website

      • Elliot Watson Financial Planning Newcastle

        The Junction, NSW

        81.1/100
        4.9from 146 reviews
          (02) 4038 1623Visit website

        • Nationwide Financial Qualified Accountants & Financial Planners

          Castle Hill, NSW

          80.3/100
          4.9from 24 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Trading since 1989
          (02) 9898 6777Visit website

        • Inner Wealth Solutions

          Sydney, NSW

          80.8/100
          5.0from 103 reviews
          • ABN confirmed
          (02) 9063 5975Visit website

        • Northern Beaches Wealth

          Manly, NSW

          80.0/100
          5.0from 19 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          (02) 8320 2222Visit website

        • Strategy First Financial Planning PTY LTD

          Manly, NSW

          79.7/100
          5.0from 18 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Trading since 2005
          • Free quotes
          (02) 9091 0080Visit website

        • Fiducian Financial Services - Sydney CBD

          Sydney CBD, NSW

          79.6/100
          4.7from 29 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          (02) 9231 2133Visit website

        • Wealth of Advice

          Castle Hill, NSW

          79.5/100
          5.0from 17 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          (02) 9160 4800Visit website

        • Banga Financial

          Campbelltown, NSW

          79.5/100
          5.0from 17 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          (02) 4606 3507Visit website

        • FinAdvice Financial Planning

          Bathurst, NSW

          79.1/100
          4.9from 18 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          (02) 6300 0600Visit website

        • Stanford Brown

          Hurstville, NSW

          78.8/100
          4.7from 23 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          (02) 9904 1555Visit website

        • Peak Wealth Management - Financial Advisers

          Sydney, NSW

          79.3/100
          5.0from 72 reviews
          • ABN confirmed
          (02) 9098 2341Visit website

        • Enlightened Private Wealth

          Newcastle, NSW

          78.6/100
          5.0from 14 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          0466 353 961Visit website

        • Diamond Blue Financial Group

          Sydney CBD, NSW

          78.5/100
          4.8from 18 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Trading since 2005
          (02) 9223 0911Visit website

        • The Adviser Collective

          Newcastle, NSW

          78.3/100
          5.0from 13 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          (02) 4049 3333Visit website

        • Tanti Financial Services Penrith

          Emu Plains, NSW

          79.4/100
          4.9from 94 reviews
            1300 661 424Visit website

          • Intrepid Wealth

            Belrose, NSW

            78.8/100
            5.0from 64 reviews
            • ABN confirmed
            (02) 9199 8518Visit website

          • Berry Financial Services

            Port Macquarie, NSW

            77.9/100
            5.0from 12 reviews
            • Independently corroborated
            • Website live
            • Phone number matches
            • ABN confirmed
            • Trading since 2011
            (02) 6584 5655Visit website

          • Plenary Wealth

            Sydney CBD, NSW

            77.9/100
            5.0from 12 reviews
            • Independently corroborated
            • Website live
            • Phone number matches
            • ABN confirmed
            (02) 9135 2935Visit website

          • More4Life Financial Services

            Manly, NSW

            77.9/100
            5.0from 12 reviews
            • Independently corroborated
            • Website live
            • Phone number matches
            • ABN confirmed
            • Trading since 1989
            (02) 9939 0702Visit website

          • PLAN2day

            Parramatta, NSW

            77.9/100
            5.0from 12 reviews
            • Independently corroborated
            • Website live
            • Phone number matches
            • ABN confirmed
            (02) 8006 2288Visit website

          • Progressive Financial Planners

            Warners Bay, NSW

            78.3/100
            5.0from 57 reviews
            • ABN confirmed
            (02) 4947 2233Visit website

          • Japhia Wealth Advisory

            Chatswood, NSW

            77.6/100
            5.0from 11 reviews
            • Independently corroborated
            • Website live
            • Phone number matches
            • Free quotes
            (02) 7202 8382Visit website

          • Thomas Group Financial Planning Tax and Accounting

            Hurstville, NSW

            77.6/100
            5.0from 11 reviews
            • Independently corroborated
            • Website live
            • Phone number matches
            • ABN confirmed
            • Trading since 1994
            • Fixed price
            (02) 9553 9293Visit website

          • CFV Advisory (formerly CFV Services)

            Sydney, NSW

            78.3/100
            5.0from 57 reviews
              (02) 8080 5517Visit website

            • Montara Wealth - Sydney Financial Advisor

              Sydney, NSW

              78.3/100
              5.0from 97 reviews
              • ABN confirmed
              (02) 8330 3733Visit website

            • Concurrence Financial Planning

              Bankstown, NSW

              77.5/100
              4.9from 12 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              • Free quotes
              0424 935 433Visit website

            • Sydney Financial Group

              Parramatta, NSW

              77.2/100
              4.9from 415 reviews
              • Website live
              Visit website

            Financial Planners by location in NSW

            A shortlist for your own area beats a state-wide ranking. 10 locations have enough financial planners to compare properly.

            What we hold on these 404 businesses. Not the site-wide average — the actual list below.

            corroboration confirmed
            75%corroboration confirmed305 of 40492% of 331 checked
            website confirmed reachable
            67%website confirmed reachable269 of 40487% of 309 fetched
            phone number confirmed
            36%phone number confirmed145 of 40452% of 280 compared
            ABN confirmed
            56%ABN confirmed225 of 404

            Financial Planners in other states

            Nobody on this page paid to be here

            There is no advertising product, no sponsored slot and no way to buy a position. The order comes from the checks described on the method page, applied identically in every category and every location.

            Read the methodReport a problem