The Best Financial services in Sydney

Looking for Financial services in Sydney? We have selected the top 20 companies for you. We analyze reviews, ratings, social networks and site content and build a rating based on a complex formula. The best company has a rating of 5 stars (Enrizen Financial Group), and the worst company has a rating of 0 (Financial Services Partners).

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Opening Hours

Monday

9AM–5PM

Tuesday

9AM–5PM

Wednesday

9AM–5PM

Thursday

9AM–5PM

Friday

9AM–5PM

Saturday

Closed

Sunday

Closed

Financial Services Partners

Financial services

Website: financialservicespartners.com.au

Address: Level 39, Australia Square 264-278 George Street Sydney NSW 2000,Australia

Phone:

Categories:

Financial planner

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Opening Hours

Monday

8:30AM–7PM

Tuesday

8:30AM–7PM

Wednesday

8:30AM–7PM

Thursday

8:30AM–7PM

Friday

8:30AM–5:30PM

Saturday

Closed

Sunday

Closed

Zurich Financial Services Australia Ltd.

Financial services

Sydney Financial services

Website: zurich.com.au

Address: 100 Pacific Hwy,North Sydney NSW 2060,Australia

Phone:

Categories:

Financial consultant

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Opening Hours

Monday

8:30AM–5:30PM

Tuesday

8:30AM–5:30PM

Wednesday

8:30AM–5:30PM

Thursday

8:30AM–5:30PM

Friday

8:30AM–5PM

Saturday

Closed

Sunday

Closed

BMG Financial Services

Financial services

Sydney Financial services

Website: bmgfinancial.com.au

Address: Australia Square,264 George St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial planner

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Opening Hours

Monday

8:30AM–5:30PM

Tuesday

8:30AM–5:30PM

Wednesday

8:30AM–5:30PM

Thursday

8:30AM–5:30PM

Friday

8:30AM–5:30PM

Saturday

Closed

Sunday

Closed

Midwinter Financial Services

Financial services

Sydney Financial services

Website: midwinter.com.au

Address: 111 Elizabeth St,Sydney NSW 2000,Australia

Phone:

Categories:

Software company
Financial planner

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Opening Hours

Monday

8:30AM–5PM

Tuesday

8:30AM–5PM

Wednesday

8:30AM–5PM

Thursday

8:30AM–5PM

Friday

8:30AM–5PM

Saturday

Closed

Sunday

Closed

Financial Services Council

Financial services

Sydney Financial services

Website: fsc.org.au

Address: 44 Market St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial consultant

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Opening Hours

Monday

9AM–6:30PM

Tuesday

9AM–6:30PM

Wednesday

9AM–6:30PM

Thursday

9AM–6:30PM

Friday

9AM–5PM

Saturday

Closed

Sunday

Closed

Sydney Financial Planning

Financial services

Sydney Financial services

Website: sydneyfinancialplanning.com.au

Address: 201 New S Head Rd,Edgecliff NSW 2027,Australia

Phone:

Categories:

Financial planner

Reviews

Liz Lassig

Michal Bodi is an experienced & personable Financial Advisor who I have gained a lot from through his advice & expertise. He has helped me get on track financially and also coached me around the psychology of spending which has been invaluable. I highly recommend him if you are looking to get out of debt, sort our your super & insurances or investing of any kind. He's also a down to earth & all-round nice guy :)

Rebecca Matthews

Bill is great to deal with - straight talking and he really put my mind at rest about how to structure my future financially. Would definitely recommend going to see him.

Sam Moore

Bill and the team have made me feel so much more reassured about my financial future. Bill is great at explaining the share market simply and has also assisted with insurances so my family can rest assured. Highly recommend him as a financial planner - and he's a nice bloke too!

Angelina Anderson

I went to SFP for financial planning advice as well as help with financing. I met with Leigh, he was kind and patient and knowledgable. He advised me on the best ways to get a loan and was able to help me get the financing that i needed. I highly recommend him, for someone who knows nothing about finance, he was really helpful and explained everything clearly to me until i understood. Really pleased with my experience and would highly recommend him.

Tyson .parbery

Can not recommend Leigh enough! He has helped my wife and I ensure we are in the best possible financial position. Thank you Leigh!!

Matt Mundey

Leigh was brilliant. Open, honest, great sound advice and really set me in the right direction. Can't recommend SFP and Leigh enough.

Quintessential Plumbing

Michal is fantastic, practical advice and makes everything very clear so we can understand. Becoming business owners and owning an investment property it was the best decision for us. We look forward to the ongoing advice! Highly recommend Michal!

Renita Vink

I had the privilege to meet with Bill Bracie to assist me with my financial plan. He did a very thorough job and provided me with peace of mind that I am on the right track to meet my financial goals. I highly recommend Sydney Financial Planning.

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Opening Hours

Monday

8:30AM–5PM

Tuesday

8:30AM–5PM

Wednesday

8:30AM–5PM

Thursday

8:30AM–5PM

Friday

8:30AM–5PM

Saturday

Closed

Sunday

Closed

Branded Financial Services Pty Limited

Financial services

Sydney Financial services

Website: brandedfinancial.com.au

Address: 862-874 Elizabeth St,Sydney NSW 2017,Australia

Phone:

Categories:

Financial planner

Reviews

Jon Pedulla

Worst company to go through I wouldn’t recommend to no1 no understanding of hardship what so ever

Quintin Henneberg

Trying to find out what i owe on my car loan have left phone msg and sent a msg through the website been waiting since monday and nobody has gotten back to me very poor form!!

Jonathon Vincent

Trying to get a copy of my loan contract as I have lost my original. Have sent 3 emails asking for it. First email they just send a payout figure, second attempt I get a account statement. All I want is the actual contract that shows both parties have agreed to and the monthly payment amount due.

Ed Thomas

I wish I could say no stars. Seriously wish I had never entered into a loan with these guys. Awful to deal with.

Gemma Warren

The officer that i dealt with was at times had no understanding of financial hardship, so glad i dont have to deal with them anymore

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Opening Hours

Monday

9AM–6PM

Tuesday

9AM–6PM

Wednesday

9AM–6PM

Thursday

9AM–6PM

Friday

9AM–5PM

Saturday

10AM–4PM

Sunday

Closed

Sydney Financial Group Pty Ltd

Financial services

Sydney Financial services

Website: sydneyfg.com.au

Address: Level 21/233 Castlereagh St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial consultant

Reviews

Yuli Yao

I have been working in the bank for more than 10 years & finally I found our adviser Jordan Green who is very professional in giving advices to us. He listen to understand our situation rather than just taking interest in selling products or insurances. He make his team to do research before come up with a plan that is suitable for us. His advises for us are for the whole sectors that we need to fix, not only insurances. This is a very valuable matter when choosing adviser as I knew a lot of them out there just care about their own targets & commissions. If you are looking for a financial adviser, I highly recommend this company.

Stephen Rentel

Have been a client of Sydney Financial for more than 12 months and I cannot be happier with the help and support I have received especially from Jordon Green. Everything is explained in simple terms Andi have no hesitation to recommend both Sydney Financial and Jordon Green if you need help in the finance industry.

Dave and Jays Adventures

The guys at Sydney Financial Group go the extra mile to help, an amazing bunch of people. I highly recommend their services.

Tina Brown

The team at Sydney Financial Group were so helpful at securing the finances we needed for our next investment. In a time that can be quite stressful Jordan and his team listened to our needs and guided us through the process seamlessly going above and beyond. A big thank you to the team at SFG.

Mitchell Johnston

Easy to talk too. Fast response time. Looking forward to continuing a strong business relationship.

michael de Witte

It has been a while since I can say that a Financial planner has understood my needs and taken the time to get to know what our goals are. Jordan Green explained our options and made it clear enough for us to plan what we need to do next. We look forward to partnering with SFG and I will be passing his details onto our family.

Mattias Samuelsson

After mixed experiences with previous advisors, I made the decision to employ Jordan Green from Sydney Financial Group. He explained things in a way that was easy to understand and provided me with several strategies that are really helping me achieve my personal financial goals a lot faster than I was. I felt like he actually listened to my specific needs and didn't simply suggest cut and paste strategies... which was a refreshing change. I have no hesitation in recommending Jordan's services to anyone looking for help in achieving their own financial and personal goals.

James L'Alesi

My recent dealings with SFG were exactly what I needed. Not know where to start, Jordan listened to what I wanted to achieve and guided me how to get there. Looking forward to my financial future with great guidance from the team at SFG.

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Opening Hours

Monday

8AM–6PM

Tuesday

8AM–6PM

Wednesday

8AM–6PM

Thursday

8AM–6PM

Friday

8AM–6PM

Saturday

Closed

Sunday

Closed

Australian Structured Finance Group

Financial services

Sydney Financial services

Website: structuredfinance.com.au

Address: SFV House,2 Barrack St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial consultant
Consultant

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Opening Hours

Monday

8:45AM–5:30PM

Tuesday

8:45AM–5:30PM

Wednesday

8:45AM–5:30PM

Thursday

8:45AM–5:30PM

Friday

8:45AM–5:30PM

Saturday

Closed

Sunday

Closed

Evalesco Financial Services

Financial services

Sydney Financial services

Website: evalesco.com.au

Address: 12/1 Castlereagh St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial planner
Insurance broker
Mortgage broker

Reviews

Bradley Wall

I am pleased to have known and worked with both Jeff and Marshall over the last 10 years. I can certainly attest to their professionalism, their commitment and their passion for the financial services industry and their desire to make a difference in their client’s lives. The boys have worked hard at building an amazing team at Evalesco which is why the business is so well regarded within our industry. If you are looking for a financial adviser, I suggest you give them a call.

Hugh Robertson

Everyone is time poor and choosing the right advice team is essential in helping you reach your long term goals and aspirations, as well as having peace of mind. The team at Evalesco live by their "healthy, wealthy and happy" mantra and spend countless hours behind the scenes building an ideal community for their clients to maximise the probability of reaching their goals and providing much needed peace of mind. This enables clients the ability to devote their time to other areas of life that matter to them. They are a first class team and true leaders in the financial advice industry.

Australian Advice

We have dealt with this team in relation to financial services and how they help their clients achieve there goals. They are actively looking to help their clients not just reach financial security but live better lives. I can certainly recommend their services.

Tammy Venter

The team at Evalesco have a trustworthy and positive outlook on helping people with their financial future. Their services are industry leading and are a genuine help to their clients.

Troy Theo

They have a fantastic engaged team that work tirelessly for their clients.

Michael Back

A great team who are always looking at new ways to innovate what they do so they can help their community and their clients. They bring a refreshing and rare approach to business. I highly recommended you have these guys in your corner!

Charles Badenach

I have known Marshall and Jeff at both a personal and professional level for over 10 years and I would have no hesitation in recommending them to any potential clients. They are leaders in the industry and always place the interests of the clients first. With a dedicated, knowledgeable and friendly support team Evalesco is a business you can rely on.

Ramon Cura

As a business associate with mutual clients, I have found the Evalesco team to be of the highest integrity. I trust Evalesco to look after my clients' needs in all aspects of finance and wealth. Highly Recommended.

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Opening Hours

Monday

9AM–5PM

Tuesday

9AM–5PM

Wednesday

9AM–5PM

Thursday

9AM–5PM

Friday

9AM–5PM

Saturday

Closed

Sunday

Closed

CA Financial Services Group

Financial services

Sydney Financial services

Website: cafsg.com.au

Address: 7 Myrtle St,North Sydney NSW 2060,Australia

Phone:

Categories:

Financial planner
Financial consultant
Mortgage broker

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Opening Hours

Monday

8:30AM–5PM

Tuesday

8:30AM–5PM

Wednesday

8:30AM–5PM

Thursday

8:30AM–5PM

Friday

8:30AM–5PM

Saturday

Closed

Sunday

Closed

IT Financial Services PTY Ltd.

Financial services

Sydney Financial services

Website: itfs.com.au

Address: 60 Margaret St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial consultant
Financial planner

Reviews

Henry NSW

Carly helped both me and my wife to set up our insurance and super. The reason we choose her is because she is very knowledgeable and explains everything in detail. may sound cliche but we have gotten better performance and are paying lower fees. we have high degree of trust in her because she is very professional , ethical and has our best interests at heart. we highly recommend her.

Marko Polo

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Opening Hours

Monday

9:30AM–4PM

Tuesday

9:30AM–4PM

Wednesday

9:30AM–4PM

Thursday

9:30AM–4PM

Friday

9:30AM–4PM

Saturday

Closed

Sunday

Closed

Uniting Financial Services

Financial services

Sydney Financial services

Website: unitingfinancial.com.au

Address: 222 Pitt St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial planner

Unclaimed

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Opening Hours

Monday

9AM–5PM

Tuesday

9AM–5PM

Wednesday

9AM–5PM

Thursday

9AM–5PM

Friday

9AM–5PM

Saturday

Closed

Sunday

Closed

Sequoia Financial Group

Financial services

Sydney Financial services

Website: sequoia.com.au

Address: level 7/7 Macquarie Pl,Sydney NSW 2000,Australia

Phone:

Categories:

Financial institution

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Opening Hours

Monday

8:30AM–5:30PM

Tuesday

8:30AM–5:30PM

Wednesday

8:30AM–5:30PM

Thursday

8:30AM–5:30PM

Friday

8:30AM–5:30PM

Saturday

Closed

Sunday

Closed

Shadforth Financial Group

Financial services

Sydney Financial services

Website: sfg.com.au

Address: Level 17/100 Pacific Hwy,North Sydney NSW 2060,Australia

Phone:

Categories:

Financial planner
Estate planning attorney
Financial consultant
Financial institution
Home insurance agency
Insurance company
Investment service
Life insurance agency
Mortgage broker
Stock broker

Reviews

Christina Anderson

There is a reason they have established a reputation as the best advisers in the industry. One of Sydney's best kept secrets.

Jacob Keledjian

Professionals in their trade who uphold their claimed standards in providing a personal and comprehensive experience. I highly recommend and endorse this group in comparison to competitors. The quality of the service is exceptional and non - comparable. The private consultant was personally understanding of my financial situation, catering to my needs in providing an above adequate service and returns for a reasonable price. I was impressed greatly...

hd zone

Horrible experience - charging $50 per month advising fee and my return is less than $10. And if you trying to get your advisor a return call- good luck. Will never use them again .

Yianni Petrohilos

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Kessler Financial Services

Financial services

Sydney Financial services

Website: kessler.com.au

Address: 10 Bridge St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial consultant

Reviews

Peter Ellyard

Terrible communication, terrible to work with. Left hand doesn't know what the right hand is doing

Miiko Kumar

sam farahar

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Opening Hours

Monday

8:30AM–5PM

Tuesday

8:30AM–5PM

Wednesday

8:30AM–5PM

Thursday

8:30AM–5PM

Friday

8:30AM–5PM

Saturday

Closed

Sunday

Closed

All Financial Services

Financial services

Sydney Financial services

Website: allfinancialservices.com.au

Address: 2/210 George St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial consultant

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Dean Kavanagh Financial Services

Financial services

Sydney Financial services

Address: 111 Elizabeth St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial consultant

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Opening Hours

Monday

8:30AM–5:30PM

Tuesday

8:30AM–5:30PM

Wednesday

8:30AM–5:30PM

Thursday

8:30AM–5:30PM

Friday

8:30AM–5PM

Saturday

Closed

Sunday

Closed

Corporate Financial Services

Financial services

Sydney Financial services

Website: corporatefinancial.com.au

Address: 83 Mount St,North Sydney NSW 2060,Australia

Phone:

Categories:

Finance broker
Car finance and loan company
Financial planner
Mortgage broker

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Opening Hours

Monday

8:30AM–5:30PM

Tuesday

8:30AM–5:30PM

Wednesday

8:30AM–5:30PM

Thursday

8:30AM–5:30PM

Friday

8:30AM–5:30PM

Saturday

Closed

Sunday

Closed

Enrizen Financial Group

Financial services

Sydney Financial services

Website: enrizen.com.au

Address: level 11/52 Phillip St,Sydney NSW 2000,Australia

Phone:

Categories:

Financial planner
Certified public accountant
Insurance agency
Legal services
Life insurance agency
Mortgage broker

Reviews

Yulia Melnikova

Fantastic service! Business advisory team has been so helpful, prompt and highly professional. They have demonstrated dedication to our business needs and addressed all the relevant scenarios and outcomes! Truly above and beyond service from the beginning to an end. Their fees also fairly reflected amount of work performed and have very competitive. Highly recommend to anyone who is after financing, capital funding, M&A and more.

Yan Chen

Strongly recommend Enrizen if you need personalized services and holistic advisory in business structure, taxation and risk management for a startup. Recently, I have also engaged with lawyers at Enrizen for reviewing several agreements. They are very helpful and have provided some valuable legal recommendations. It has been pleasant experience.

Swindle Founders

As a startup we needed help with LOTS of things to ensure we had solid legal and accounting foundations to build from. The Enrizen team are cross-disciplinary and all sit in the same office, so it really is a one-stop-shop for all financial services. Two thumbs up.

Bella Smart

Thanks Enrizen for your extensive knowledge and support! It's a pleasure to work with your team and I can already see a significant difference it's made to my financial success.

Nechar Joshi

Kate Richardson

KC Chua

Paris Maggs

The Best Financial services in Sydney

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