Financial Planners
Financial Planners in Sydney
Browse verified financial planners across every Sydney region. Each profile lists pricing, credentials, and a direct enquiry channel.
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Lifestyle Property Hub launched in 2026 with a curated, manually verified directory. Founding-member listings are free for 90 days — no card required, just a quick licence check. The first three providers in each region get permanent priority placement.
What financial planners do
A licensed financial planner advises on the structural side of a property transaction — debt recycling, offset accounts, SMSF property purchases, insurance, and how a purchase fits into your broader investment and retirement plan.
Typical Sydney cost
Sydney financial planners typically charge $3,000 to $6,000 for an initial Statement of Advice covering property and broader strategy, with optional ongoing review fees of $2,500 to $5,000 per year.
How to choose a financial planners
Planners must hold an Australian Financial Services Licence (AFSL) or operate as an Authorised Representative of a licensee, regulated by ASIC. Verify on ASIC Connect's Financial Adviser Register. The four signals to confirm before engaging: Listed on the ASIC Financial Adviser Register with no current bans; Fee-for-service pricing in writing — avoid commission-only models on insurance or product; Specific property-investment experience, not just super and life insurance; Statement of Advice that explains why each recommendation is in your interests.
FAQ
Frequently asked questions
Do I need a financial planner just to buy a home?
Most owner-occupier first-home buyers don't. A financial planner adds the most value when the purchase involves investment property, SMSF structures, debt recycling, or a significant change in household income or insurance needs.
Enquiry
Get a free quote
Send one enquiry — we'll route it to a verified specialist serving this area. No fee, no obligation, and we never share your details outside the professional you select.