Staying Power

Longest trading · Updated October 2026

Australian financial planners, longest trading

As of October 2026, the three longest-trading financial planners in Australia on Staying Power are Dalton Financial Partners (started in 1963; 5.0 from 124 Google reviews), Bountiful Wealth (started in 1972; 5.0 from 68 Google reviews) and Corporate Finance (Aust) Pty Ltd (started in 1972; 5.0 from 16 Google reviews).

Financial Planners compared
1,271
Google reviews
25,706
Median rating
5.0
Australian financial planners, longest trading: the top 50
#BusinessRatingGoogle reviewsStartedContact
1Dalton Financial PartnersUnit 21/1776 David Low Way, Coolum Beach QLD 45735.0124 Google reviews1963

07 5371 0262daltonfpsc.com.au

2Bountiful Wealth12c 2-4 Flinders Parade, North Lakes QLD 45095.068 Google reviews1972

07 3832 3300bountifulwealth.com.au

3Corporate Finance (Aust) Pty Ltd5.016 Google reviews1972

03 9558 6355corporatefinance.com.au

4Minerds Bell Consultancy Group4.930 Google reviews1975

08 8373 1711minerdsbell.com.au

5McLauchlan Wealth80-82 Upton Street, Bundall QLD 42175.015 Google reviews1976

07 5539 9095mwealth.com.au

6Sahara Wealth (formerly RI Advice Moreton)19 Hasking St, Caboolture QLD 45105.027 Google reviews1979

07 5499 1713saharawealth.com.au

7Freedom Wealth Solutions1, 10 Blamey Pl5.011 Google reviews1979

03 5916 1164freedomwealthsolutions.com.au

8Clarity Wealth PenrithUnit 2b, Level 3/50 Belmore St4.935 Google reviews1980

claritywealth.com.au

9Leading Advice | Trusted Financial Advisor Sydney5.024 Google reviews1982

02 9879 5055leadingadvice.com.au

10Retirement Planning Partners Pty LtdCommerce House Robina, 26-28 Commerce Dr, Gold Coast QLD 42264.813 Google reviews1982

07 5593 0005rppartners.com.au

11Financial Foundations Australia5.0147 Google reviews1983

03 9793 3722financialfoundations.com.au

12Arrow Private Wealth216 Lower Heidelberg Road, Ivanhoe East VIC 30794.975 Google reviews1983

03 8696 4133arrowwealth.com.au

13Moneyplan Australia (MP)80 Keilor Rd, Melbourne VIC 30414.954 Google reviews1985

03 9374 1133moneyplan.com.au

14Baker Young Limited4.115 Google reviews1985

08 8236 8888bakeryoung.com.au

15Profile Financial Services - Sydney Office4.937 Google reviews1986

02 9683 6422profileservices.com.au

16360Private170 Greenhill Rd, Adelaide SA 50634.725 Google reviews1986

08 8391 2260360private.com.au

17Mal Dobson & Associates7 Woodpecker Ave, Perth WA 61555.081 Google reviews1987

08 9259 5111dobsonassociates.com.au

18Count WealthShop 12 Erina Plaza, 210 Central Coast Hwy4.811 Google reviews1987

02 4396 4322countwealth.au

19Frontier Financial GroupVictory Tower, 416-420 Collins St, Melbourne VIC 30005.020 Google reviews1988

03 9671 4550frontierfg.com.au

20Chalk Capital Pty Ltd4.930 Google reviews1988

07 4639 1277chalkcapital.com.au

21CCA Financial PlannersLevel 15, 19/401 Docklands Dr5.0180 Google reviews1989

03 8651 6555ccafp.com.au

22RetireInvest ChermsideLvl 1 823 Gympie Road, Chermside QLD 40325.026 Google reviews1989

07 3359 0022richermside.com.au

23Future Gen Solutions - Award Winning Financial Planning Practice4.985 Google reviews1989

07 3391 1624futuregen.solutions

24More4Life Financial Services18-22 Dale St, Sydney NSW 21005.012 Google reviews1989

02 9939 0702mlfs.com.au

25Queensland Financial Group345 Queen St, Brisbane QLD 40005.011 Google reviews1989

07 3251 3319qldfinancial.com.au

26Morgans Financial Limited - Mackay47 Sydney St, Mackay QLD 47404.613 Google reviews1989

07 4957 3033morgans.com.au

27Required Financial Services5.043 Google reviews1991

required.com.au

28Collins House4.333 Google reviews1992

03 9629 6922collinshouse.com

29Infocus Financial Advice Caboolture30-36 Dickson Rd, Caboolture QLD 45104.727 Google reviews1994

07 5498 3818infocus.com.au

30RI Newcastle and Lower Hunter43 Elgin Street, Maitland NSW 23205.027 Google reviews1995

02 4933 0100rilowerhunter.com.au

31Quinn Financial Planning5.016 Google reviews1995

quinnfinancialplanning.com.au

32Lincoln Wealth Advisers65 Goodwood Rd, Adelaide SA 50344.913 Google reviews1997

0412 331 867lincolnwealth.com.au

33Propel Financial AdviceBrightwater Corporate Centre, Level 1, Suite 11B/69-79 Attenuata Dr5.023 Google reviews1998

07 5449 8545propeladvice.com.au

34AMO Home Loans69 The Mall, Sydney NSW 22004.869 Google reviews1998

amo.com.au

35Gem Planning82 Dale Street, Port Adelaide SA 50155.0127 Google reviews1999

gemplanning.com.au

36Rancie FinancialVictory Tower, 416-420 Collins St, Melbourne VIC 30004.952 Google reviews1999

03 9671 4990ranciefinancial.com.au

37Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF4.961 Google reviews2000

0411 888 613capitalwealthfinance.com.au

38Cotton Tree Financial ServicesOFFICE 1 33 SIXTH AVENUE, MAROOCHYDORE QLD 45584.929 Google reviews2000

07 5450 9898cottontreefinancial.com.au

39Symmetry Financial5.014 Google reviews2000

02 9888 5599symmetryfinancial.com.au

40Morgans Financial Limited - Gladstone4.714 Google reviews2000

07 4972 8000morgans.com.au

41Mortgage Finance Solutions4.9125 Google reviews2001

03 5722 2820mortgagefinancesolutions.com.au

42Blue Financial Ballarat | Retirement Planning4.956 Google reviews2001

bluefinancialballarat.com.au

43Altus Financial20 Bond St, Sydney NSW 20005.018 Google reviews2001

02 4304 8888altusfinancial.com.au

44Rapid Finance4.8848 Google reviews2001

gorapid.com.au

45OzPlan Financial Services701 Whitehorse Rd, Melbourne VIC 31324.923 Google reviews2001

03 9078 6454ozplanmitcham.com.au

46Alman Partners True Wealth8 Brisbane St, Mackay QLD 47404.819 Google reviews2001

07 4957 2572alman.com.au

47Strategic Wealth ManagementBuilding, 2, Suite 234, Level 3/7-11 The Avenue4.711 Google reviews2002

02 9580 3353strategicwealth.com.au

48Thrive Financial Services14-18 Discovery Dr, Brisbane QLD 45095.070 Google reviews2003

07 3491 8822thrivefs.com.au

49Ijarah FinanceSte 5, Level 6/402-410 Chapel Rd4.9370 Google reviews2003

ijarahfinance.com.au

50TREND FINANCIAL17 Gerrale St, Sydney NSW 22305.021 Google reviews2003

02 8798 7211trendfinancial.com.au

Staying Power compared 1,271 financial planners in Australia, with 25,706 Google reviews between them. Of these, 136 meet this list's method. The median rating is 5.0 from a median of 6 reviews.

Of the financial planners compared, the most reviewed is Rapid Finance, with 848 Google reviews at 4.8.

How this list is ranked

Businesses are ranked by the year they started, as their own website states it, earliest first. Only businesses rated 4.0 or better from at least 10 Google reviews are listed.

The year is the business's own statement and is not checked against a register, and age alone says nothing about quality.

The whole method and its rules

Questions

Which financial planners in Australia have been trading the longest?
As of October 2026, the three longest-trading financial planners in Australia on Staying Power are Dalton Financial Partners (started in 1963; 5.0 from 124 Google reviews), Bountiful Wealth (started in 1972; 5.0 from 68 Google reviews) and Corporate Finance (Aust) Pty Ltd (started in 1972; 5.0 from 16 Google reviews).
How does Staying Power rank financial planners in Australia?
Businesses are ranked by the year they started, as their own website states it, earliest first. Only businesses rated 4.0 or better from at least 10 Google reviews are listed. The year is the business's own statement and is not checked against a register, and age alone says nothing about quality.
How many financial planners in Australia did Staying Power compare?
Staying Power compared 1,271 financial planners in Australia, with 25,706 Google reviews between them. Of these, 136 meet this list's method. The median rating is 5.0 from a median of 6 reviews.
Can a business pay to be listed or to rank higher?
No. Every business is ranked by the same published method, and no business can pay to be listed or to move up.

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