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Find the Best Financial Planner in Newcastle

Looking for the best financial planner in Newcastle? Request quotes from our list of highly rated financial planners. It’s fast and free.

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Average rating of financial planners near Newcastle


based on 17 reviews of 7 businesses
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Best Newcastle Financial Planners Near You

Word of Mouth financial planners in Newcastle receive an average rating of 4.8 based off 17 reviews.

Vanguard Financial Group
4.8 (11)
 Newcastle West NSW ·    02 4943 ... Click to show ·     (Wednesday:  9am - 5pm)  
Service Rating
4.8 (11)
Quality Rating
4.9 (11)
Value Rating
4.8 (11)

“Jason Ale from Vanguard Accountants has been my personal and business accountant for years. During this time Jason has been not only a fantastic”…

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Godfrey Pembroke Financial Consultants
5.0 (1)
 Newcastle NSW ·    02 4926 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
3.0 (1)

“Although financial planning services are an expensive matter, this group give a free first appointment without obligation. The waiting room had”…

Australian Super Industry Financial Planning
5.0 (1)
 Adamstown NSW ·    02 0249 ... Click to show
Service Rating
4.0 (1)
Quality Rating
4.0 (1)
Value Rating
4.0 (1)

“JUST BEEN TO SET UP PENSION FUND AND GET ADVICE FOR RETIREMENT PLANNING ,MATTHEW TALKED VERY STRAIT IN EXPLANNING WHAT TO DO TO ACHIEVE THIS”…

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Money Mechanics
 Newcastle NSW ·    1300 772... Click to show ·     (Wednesday:  9am–5pm)  
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Sandringham Wealth
 The Junction NSW ·    0422 691... Click to show
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Invest Blue
 Hamilton NSW ·    1300 346... Click to show ·     (Wednesday:  9:00 AM - 5:00 PM)  
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App Financial
 Broadmeadow NSW ·    0411 289... Click to show
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JMA Financial Planners
5.0 (1)
 Nelson Bay NSW ·    612498... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“I have worked in the financial planning industry, and found this financial planner to have a very high level of integrity, great people skills, and a”…

Hunter Valley Finance
5.0 (1)
 Maitland NSW ·    1300 068... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“Great advice on insurance, loans and financial planning. The team at Hunter Valley Financial are on the ball in regard to the most up-to-date”…

Vision Financial Planning
5.0 (1)
 Mount Hutton NSW ·    02 4014 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“Helped us restructure our financial position and refinance our loans. Service was excellent, going the extra mile when we hit some challenges. ”…

Bridges Financal Brokers
4.0 (1)
 Greenhill NSW ·    02 4934 ... Click to show
Service Rating
5.0 (1)
Quality Rating
4.0 (1)
Value Rating
4.0 (1)

“Bought my share portfollio with these people and given advice ,the service was excellant they fixed me up strait away i did not even have an”…
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The Investment Shop (Aust) Pty Ltd
 Charlestown NSW ·    4023... Click to show ·     (Wednesday:  9-5)  
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Invest Blue
 Cooranbong NSW ·    1300 346... Click to show ·     (Wednesday:  9:00 AM - 5:00 PM)  
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Invest Blue
 Maitland NSW ·    1300 346... Click to show ·     (Wednesday:  9:00 AM - 5:00 PM)  
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PF Private Wealth
 Belmont North NSW ·    03 5245 ... Click to show
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Insights for Financial Planners Servicing Newcastle

Out of all the financial planners servicing Newcastle, 8 are members of the Happy Customers Program. These businesses typically encourage their clients to leave reviews on Word of Mouth and are serious about customer satisfaction.

In total, 193 jobs have recently been posted for financial planners on Word of Mouth, with 1 in Newcastle. The average quote response time is 73.66 hours. The average fixed quote price received for financial planners is $3135.0, and the average hourly rate is $257.00.

13 financial planners have submitted licence details, which our support team has manually verified. These were accurate at the time of submission, but we recommend checking official registers to confirm they continue to remain valid before hiring any business.

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1+
Jobs posted for Financial Planners in Newcastle
3.0
Average quotes per job in Newcastle
73.66 hours
Average time to first quote in Newcastle
Based on the most recent job posts for Financial Planners in Newcastle.

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