Finding the right financial consultant can be a game-changer for individuals and businesses looking to manage their finances effectively. Sydney is home to a diverse range of professionals who specialize in various aspects of financial planning and consulting, offering tailored services to meet unique needs. Whether you are seeking guidance on investment strategies, tax optimization, or retirement planning, this guide will walk you through the 7 best financial consultants in Sydney. Understanding the services offered, key considerations, and typical price ranges can help you make an informed decision that aligns with your goals.
7
Number of companies
680
Verified reviews
4,84
Average rating
1. Empower Wealth Advisory
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4,9/5
Level 8/54 Park St, 2000, Sydney
- Financial planner
- Financial consultant
- Property investment company
- Mortgage broker
- Real estate consultant
- Tax consultant
Why we chose them
Empower Wealth Advisory is a distinguished firm specializing in financial planning, property investment, mortgage brokerage, and tax consultancy. With a proven track record of transforming the financial lives of over 15,779 clients, the company offers tailored strategies to help individuals achieve financial peace through informed property investment decisions. Their comprehensive services encompass everything from creating personalized property portfolio plans to guiding first-time investors, busy families, and experienced professionals in navigating the complexities of real estate and wealth creation. By combining expertise in property research, investment education, and money management, the company ensures clients can build sustainable wealth without sacrificing their lifestyle or family budget.
What sets Empower Wealth Advisory apart is their commitment to delivering results that align with clients’ long-term aspirations. Their highly qualified team works one-on-one to craft individualized roadmaps that address unique financial situations and goals. Whether you’re aiming to retire with a passive income, purchase your first home, or expand your investment portfolio, their innovative systems, such as the Money SMARTS platform, provide practical tools for saving and managing finances effectively. With a focus on empowering everyday Australians, the company has earned praise for its personalized approach, professional guidance, and dedication to helping clients achieve financial freedom and peace of mind.
2. Mintwell
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4,9/5
Level 20/15 Castlereagh St, 2000, Sydney
- Financial consultant
Why we chose them
Mintwell is a leading Australian wealth management firm dedicated to helping clients build and manage their financial future through tailored strategies and expert advice. Specializing in a wide array of services, the company offers comprehensive solutions in wealth management, financial planning, superannuation advisory, and estate planning. Known for its customer-centric approach, Mintwell emphasizes personalized strategies that adapt to the unique needs and goals of individuals, families, and businesses. Additionally, their expertise extends to ethical investing, self-managed super funds, and innovative technological tools like the Mintwell App, designed to provide clients with real-time financial insights and seamless control over their wealth.
With a strong focus on quality service and trust, Mintwell has built a solid reputation among both local and international clients. Its diverse offerings include business advisory, mortgages, loans for various purposes, and managed hedge funds, alongside accounting and taxation services. The firm’s philosophy is rooted in the belief that financial solutions are not one-size-fits-all, ensuring bespoke guidance and strategic planning for every client. Through its holistic approach, Mintwell empowers clients to achieve their financial goals, prepare for retirement, and enjoy a secure future, all while maintaining a commitment to innovation and excellence.
3. Jacaranda Financial Planning
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4,4/5
60 Margaret St, 2000, Sydney
- Financial planner
- Superannuation consultant
Why we chose them
Jacaranda Financial Planning stands out as a trusted partner for individuals seeking professional guidance to optimize their superannuation and retirement strategies. With a team of highly-qualified advisers and technical staff boasting over 100 years of combined experience in financial markets and planning, the company delivers tailored advice designed to enhance financial confidence and prosperity. Backed by the extensive resources of the Perpetual Group, they provide clients with strategic insights to navigate complex financial systems, ensuring their retirement goals are both achievable and sustainable.
Specializing in superannuation consulting and financial planning, the company adopts a disciplined yet approachable method to empower clients with the knowledge needed to make informed decisions. Their educational seminars, available in major cities like Sydney, Melbourne, and Brisbane, offer a comprehensive overview of superannuation management and retirement planning, addressing opportunities, risks, and effective strategies. Whether through personalized consultations or accessible learning sessions, the focus remains on delivering quality, understandable advice that helps clients make the most of their financial future.
4. Pivot Wealth
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4,7/5
Pivot Wealth, Level M/388 George St, 2000, Sydney
- Financial consultant
- Income protection insurance agency
- Investment company
- Investment service
- Life insurance agency
- Property investment company
- Real estate consultant
- Superannuation consultant
- Tax consultant
Why we chose them
Pivot Wealth stands out as an award-winning financial advisory firm dedicated to helping professionals and business owners achieve financial success. Specializing in tailored financial planning and strategy, the company offers a wide range of services, including advice on employee share schemes, restricted stock units, property investment, tax planning, superannuation, and share investments. Based in Sydney but serving clients across Australia, Pivot Wealth is committed to empowering individuals to make smarter money choices, reduce financial stress, and maximize opportunities to grow their wealth. Their innovative approach combines expert guidance with practical, no-nonsense advice to help clients balance financial progress with enjoying an epic lifestyle.
With a mission to simplify complex financial decisions, the firm provides resources such as workshops, podcasts, and educational events to foster financial literacy. Their client success stories, from professionals overcoming financial stress to business owners mastering wealth management, highlight the transformative impact of their services. By focusing on personalized strategies and actionable insights, Pivot Wealth enables clients to unlock their financial potential and create a life free from money limitations. Their dedication to education, transparency, and results-driven advice makes them a trusted partner in navigating the path to financial freedom.
5. Much More Than Money
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5,0/5
level 32/200 George St, 2000, Sydney
- Financial planner
Why we chose them
Much More Than Money stands out as a boutique financial advisory firm that redefines the traditional approach to financial planning. Instead of solely focusing on portfolio size or monetary returns, the firm prioritizes delivering a “Return on Life” by aligning financial strategies with the core values and aspirations of its clients. Their holistic and personalized advice empowers individuals, families, and businesses to gain more clarity, choice, and certainty in achieving their life goals, all while fostering meaningful connections within their communities.
With a values-based approach, the firm emphasizes the importance of health, wellbeing, and living a stress-free life, ensuring clients can focus on what truly matters. By integrating tailored financial plans with a commitment to maximizing opportunities and leaving a lasting legacy, they help clients balance work, play, and personal fulfillment. Dedicated to transforming lives for the better, their services inspire individuals to seize opportunities, live sustainably, and build a future that reflects their unique aspirations and purpose.
6. Montara Wealth
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5,0/5
309, suite 1 level 6/315 George St, 2000, Sydney
- Financial planner
- Financial audit
- Financial consultant
- Investment service
- Superannuation consultant
Why we chose them
Montara Wealth stands out as a privately-owned financial planning firm that offers a personalized, collaborative approach to financial management. Known for its expertise in financial planning, financial audits, consulting, investment services, and superannuation advice, the company is dedicated to crafting bespoke strategies tailored to individual client goals. By focusing on understanding clients’ aspirations and financial circumstances, the firm delivers life-changing financial solutions that empower individuals to secure their futures while enjoying the present. Their process includes detailed strategy modeling, enabling clients to visualize outcomes before making decisions, ensuring confidence and clarity in their financial journeys.
With a team of seasoned professionals, Montara Wealth provides services such as cash flow management, property purchase guidance, estate planning, and self-managed super fund (SMSF) consulting. The firm caters to a diverse clientele, including first-time investors, young couples, single professionals, and parents preparing for retirement. Their commitment to ongoing support ensures that financial plans evolve alongside clients’ changing needs. By prioritizing education and collaboration, the company fosters long-term relationships while guiding individuals toward achieving financial freedom and stability.
7. CFV Advisory
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5,0/5
Level 45/680 George St, 2000, Sydney
- Financial planner
- Financial consultant
- Income protection insurance agency
- Investment service
- Life insurance agency
- Property investment company
- Superannuation consultant
Why we chose them
CFV Advisory stands out as a premier financial planning firm in Australia, dedicated to helping individuals and small business owners build and protect their wealth. Offering a wide range of services, including budgeting, investments, Superannuation, retirement planning, insurance solutions, and holistic wealth strategies, the company takes a personalised and strategic approach to align clients’ finances with their life goals. Whether it’s growing wealth, reducing tax, or securing a comfortable retirement, CFV Advisory’s expert consultants empower clients to navigate complex financial landscapes and shape their futures with confidence.
Known for its results-driven and tailored advice, the firm provides support to clients nationwide, emphasizing the importance of connecting financial decisions to their unique stories and aspirations. With services spanning financial planning, income protection, property investment, and life insurance, CFV Advisory prioritizes a comprehensive approach to wealth creation and management. Their commitment to excellence is reflected in glowing testimonials from satisfied clients, who praise the team’s expertise, attentiveness, and dedication to achieving meaningful outcomes.
Frequently asked questions
What services do financial consultants in Sydney typically offer?
Financial consultants in Sydney provide a wide range of services, including wealth management, budgeting and expense analysis, superannuation planning, estate planning, investment portfolio creation, debt consolidation strategies, and business financial advisory.
How much do financial consultants in Sydney charge?
The cost of financial consulting in Sydney generally ranges from €60 to €300 per hour for initial consultations. Ongoing services can cost between €600 and €6,500 annually, depending on the complexity and scope of your financial needs.
How do I choose the right financial consultant in Sydney?
When selecting a financial consultant, consider their experience, industry accreditations, transparency in fees, ability to provide personalized services, and track record of success. Reading reviews and asking for client testimonials can also be helpful.
How long does it take to develop a financial plan with a consultant?
The timeline for creating a financial plan varies depending on the complexity of your finances. Most consultants in Sydney can deliver a tailored financial plan within 2 to 6 weeks after the initial consultation and assessment.
Are financial consultants in Sydney regulated by any authority?
Yes, financial consultants in Sydney must comply with regulations set by the Australian Securities and Investments Commission (ASIC) and hold an Australian Financial Services (AFS) license to provide advice legally.
Can a financial consultant help me with tax optimization?
Yes, many financial consultants specialize in tax optimization strategies. They can help you minimize tax liabilities through effective planning, taking advantage of legal deductions, credits, and structuring your finances efficiently.
Is financial consulting only for high-income individuals or businesses?
No, financial consulting is beneficial for individuals and businesses of all income levels. Consultants can tailor their services to meet your specific financial situation, whether you're saving for retirement, managing debt, or growing your wealth.
What should I prepare before meeting a financial consultant in Sydney?
Before your meeting, gather documents such as your income details, expenses, assets, liabilities, investment accounts, and any existing financial plans. Having a clear understanding of your financial goals will also help the consultant provide targeted advice.
