Best Financial Planners in Chatswood
Compare the top financial planners in Chatswood & Sydney, NSW — ranked by our composite reputation score.
Updated September 2026 · Based on 285 real Google reviews across 22 financial planners
Top Financial Planners in Chatswood & Sydney, NSW
The best financial planners in Chatswood, NSW are Secured Wealth Advice (5.0★, 54 reviews), Halcyon Wealth Advisers (5.0★, 33 reviews), Riche Consulting Pty Ltd (4.8★, 53 reviews), Shape Financial (5.0★, 29 reviews) and Forest Wealth — Chatswood (5.0★, 18 reviews). Each is ranked by an independent reputation score from real Google reviews (285 reviews analysed across 22 businesses) — see the full top 22 below. Rankings last updated September 2026.
Providence Advisory Group | Simon Shepherd - Financial Planner Chatswood
Read 14 reviews · Score: 63/100
Financial Spectrum - Chatswood Financial Planning
Read 13 reviews · Score: 63/100
Wealth Revolution Group
Read 5 reviews · Score: 61/100
Tim Mackay The Independent Financial Advisor Sydney
Read 1 reviews · Score: 57/100
MASU Group - Financial Planning Sydney
Read 1 reviews · Score: 51/100
Claire Mackay Independent Financial Planner Sydney
Read 13 reviews · Score: 30/100
Quantum Financial Independent Financial Planners Sydney
Read 10 reviews · Score: 22/100
Lomax Financial Group -Accountants and Financial Advisors
Read 4 reviews · Score: 1/100
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Frequently Asked Questions
Common questions about financial planners in Chatswood.
Who are the best financial planners in Chatswood?
We've ranked the top 22 financial planners in Chatswood, NSW based on our composite reputation score combining Google ratings, review volume, and online presence. Our rankings are updated daily.
How do you rank financial planners in Chatswood?
Each business gets a reputation score out of 100 from three things: its Google star rating (up to 47 points), how many reviews back that rating (up to 35), and whether customers can reach it via a website and phone number (up to 18). Review volume is the one part that can subtract: below 15 reviews it costs points, because a near-empty review record gives a stranger very little to go on. No score falls below 0, nothing else is counted, and placement cannot be bought. The score measures the strength of a business's public review record rather than the quality of its work, so it is worth reading the reviews as well — every listing links to them on Google.
Why does a financial planner with all 5-star reviews score lower than one with a lower rating?
Because review volume counts as well as rating, and below 15 reviews it counts against you. Five perfect reviews are encouraging but thin evidence; three hundred reviews averaging 4.7 tell a stranger far more about what to actually expect on the day. That is a judgement about how much proof exists, not about the quality of the work, and a newer business with a handful of excellent reviews may still be the right choice. The star rating and review count sit next to every score so you can weigh both yourself.
Why does the same business not appear several times?
Some businesses run more than one Google listing, often one per suburb they service. Those are the same company, so we group them and show the business once, using the listing with the strongest review record.
How many financial planners are there in Chatswood?
We track hundreds of financial planners across Chatswood and the wider NSW area. This page shows the top 22 based on their online reputation.
How can I improve my financial planner business ranking in Chatswood?
The best way to improve your ranking is to consistently collect genuine customer reviews. Businesses that actively manage their online reputation typically see 2-3x more enquiries. Tools like Starworks can automate this process.
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