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2026 Rankings

Best Financial Planners in Newcastle

Compare the top financial planners in Newcastle, NSW, ranked by our composite reputation score.

Updated October 2026 · Based on 354 real Google reviews across the 39 financial planners

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Top Financial Planners in Newcastle, NSW

The short answer

As of October 2026, the 3 highest-ranked financial planners in Newcastle, NSW on the Starworks directory are Sandringham Wealth (5.0 stars from 55 Google reviews), Nest Financial Solutions (5.0 stars from 46 Google reviews) and Tenex Wealth (5.0 stars from 36 Google reviews).

Starworks ranks 39 financial planners in Newcastle, NSW, holding 354 Google reviews between them. Across the 39 the median rating is 5.0 stars from a median of 4 reviews. Of the 39, 34 are rated 4.5 or better.

Every figure here is computed from Google review data that Starworks collects for financial planners in Newcastle, NSW, recalculated when this page rebuilds. Placement on this list cannot be bought.

What customers wrote about financial planners in Newcastle

Real Google reviews of businesses ranked on this page. Reviewer names are never shown.

“Jono was highly recommended to us by some good friends and we are glad that we met with him. He explained everything very clearly and genuinely listened to us. His approach is very pragmatic and he has made the whole…”
Sandringham Wealth5/5 stars · reviewed Aug 2024 · Newcastle, NSW
“We have benefited from Dominic’s advice for years, most recently at Nest Financial Solutions. We especially appreciated his assistance in our transition to retirement. Our confidence in Dominic’s knowledge of the…”
Nest Financial Solutions5/5 stars · reviewed May 2026 · Newcastle, NSW

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Frequently Asked Questions

Common questions about financial planners in Newcastle.

Who are the best financial planners in Newcastle?

As of October 2026, the 3 highest-ranked financial planners in Newcastle, NSW on the Starworks directory are Sandringham Wealth (5.0 stars from 55 Google reviews), Nest Financial Solutions (5.0 stars from 46 Google reviews) and Tenex Wealth (5.0 stars from 36 Google reviews). Every figure here is computed from Google review data that Starworks collects for financial planners in Newcastle, NSW, recalculated when this page rebuilds. Placement on this list cannot be bought.

How many financial planners does Starworks rank in Newcastle?

Starworks ranks 39 financial planners in Newcastle, NSW, holding 354 Google reviews between them. Across the 39 the median rating is 5.0 stars from a median of 4 reviews. Of the 39, 34 are rated 4.5 or better.

What star rating should I expect from a good financial planner in Newcastle?

The median Google rating across the 39 financial planners Starworks ranks in Newcastle, NSW is 5.0 stars, and 34 of them sit at 4.5 or above. A rating at or near that median is ordinary for financial planners in Newcastle, NSW rather than a warning sign on its own, and a rating well above it only means much when enough reviews stand behind it.

How many Google reviews does an established financial planner in Newcastle have?

The median financial planner Starworks ranks in Newcastle, NSW carries 4 Google reviews.

How does Starworks rank financial planners in Newcastle?

Starworks gives every financial planner in Newcastle, NSW 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 by 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 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, and every listing links to them on Google.

Why does a financial planner in Newcastle 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 expect on the day. That is a judgement about how much proof exists, not about the quality of the work, and a newer financial planner with a handful of excellent reviews may still be the right choice in Newcastle, NSW. The star rating and review count sit next to every score so you can weigh both yourself.

Why does the same financial planner not appear several times on this list?

Some businesses run more than one Google listing, often one per suburb they service. Those are the same company, so Starworks groups them and shows the business once, using the listing with the strongest review record. That is why this page opens with 39 distinct financial planners in Newcastle, NSW rather than a longer list of repeats.

How often is this list of financial planners in Newcastle updated?

This ranking of financial planners in Newcastle, NSW rebuilds on a 30-day cycle and prints the date of its last rebuild above the list, which for the current version is October 2026. Ratings and review counts are re-read from Google over time rather than on a fixed schedule, so an individual figure here can be older than the rebuild date.

How can I improve my financial planner business ranking in Newcastle?

Collect genuine customer reviews consistently, and keep a working website and phone number on your Google listing, because those are the three inputs the score reads. There is no placement to buy on this page. For scale: the median financial planner Starworks ranks in Newcastle, NSW carries 4 Google reviews at 5.0 stars.

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