Staying Power

Longest trading · Updated October 2026

New South Wales financial planners, longest trading

As of October 2026, the three longest-trading financial planners in New South Wales on Staying Power are Clarity Wealth Penrith (started in 1980; 4.9 from 35 Google reviews), Leading Advice | Trusted Financial Advisor Sydney (started in 1982; 5.0 from 24 Google reviews) and Profile Financial Services - Sydney Office (started in 1986; 4.9 from 37 Google reviews).

Financial Planners compared
381
Google reviews
6,236
Median rating
5.0
New South Wales financial planners, longest trading: the top 31
#BusinessRatingGoogle reviewsStartedContact
1Clarity Wealth PenrithUnit 2b, Level 3/50 Belmore St4.935 Google reviews1980

claritywealth.com.au

2Leading Advice | Trusted Financial Advisor Sydney5.024 Google reviews1982

02 9879 5055leadingadvice.com.au

3Profile Financial Services - Sydney Office4.937 Google reviews1986

02 9683 6422profileservices.com.au

4Count WealthShop 12 Erina Plaza, 210 Central Coast Hwy4.811 Google reviews1987

02 4396 4322countwealth.au

5More4Life Financial Services18-22 Dale St, Sydney NSW 21005.012 Google reviews1989

02 9939 0702mlfs.com.au

6RI Newcastle and Lower Hunter43 Elgin Street, Maitland NSW 23205.027 Google reviews1995

02 4933 0100rilowerhunter.com.au

7Quinn Financial Planning5.016 Google reviews1995

quinnfinancialplanning.com.au

8AGS Financial Group Sutherland4.941 Google reviews1997

02 9966 8188agsfinancialgroup.com.au

9AMO Home Loans69 The Mall, Sydney NSW 22004.869 Google reviews1998

amo.com.au

10Symmetry Financial5.014 Google reviews2000

02 9888 5599symmetryfinancial.com.au

11Altus Financial20 Bond St, Sydney NSW 20005.018 Google reviews2001

02 4304 8888altusfinancial.com.au

12Strategic Wealth ManagementBuilding, 2, Suite 234, Level 3/7-11 The Avenue4.711 Google reviews2002

02 9580 3353strategicwealth.com.au

13Ijarah FinanceSte 5, Level 6/402-410 Chapel Rd4.9370 Google reviews2003

ijarahfinance.com.au

14TREND FINANCIAL17 Gerrale St, Sydney NSW 22305.021 Google reviews2003

02 8798 7211trendfinancial.com.au

15Bloomwealth Tax & Financial Advisors5.011 Google reviews2004

bloomwealth.com.au

16Southside Taxation & Financial Services4.312 Google reviews2004

02 9821 4717southsidetaxation.com.au

17Strategy First Financial Planning PTY LTD117 Old Pittwater Rd, Sydney NSW 21005.018 Google reviews2005

02 9091 0080strategyfirst.com.au

18Diamond Blue Financial Group23 Hunter St, Sydney NSW 20004.818 Google reviews2005

02 9223 0911dbfs.com.au

19Morgans Financial Limited - Newcastle4.610 Google reviews2005

02 4926 4044morgans.com.au

20FinancialAdvisor.com.au Financial Planners Sydney4.940 Google reviews2006

financialadvisor.com.au

21Halcyon Wealth Advisers5.034 Google reviews2007

02 8920 8933halcyonwealth.com.au

22Ryker Capital4.994 Google reviews2007

rykercapital.com.au

23MoneyQuest - Chipping Norton5.017 Google reviews2007

0414 682 187moneyquest.com.au

24Macarthur Wealth Management24a MacArthur St, Sydney NSW 21505.061 Google reviews2008

02 9683 2869macarthurwealth.com.au

25AGS Financial Group MirandaLevel 1, Suite 101, 29 Kiora Road, Miranda NSW 22284.941 Google reviews2011

02 9525 0766agsfinancialgroup.com.au

26AGS Financial Group NorwestLevel 5, Suite 501, 2-8 Brookhollow Ave, Norwest NSW 21534.966 Google reviews2015

02 9899 7566agsfinancialgroup.com.au

27Health & Finance Integrated5.0121 Google reviews2016

healthfinance.com.au

28Tenth Avenue Accountants & Financial Advisors4.9162 Google reviews2017

02 4399 1551taafa.com.au

29Lawrence Harrison Financial Planning4.933 Google reviews2017

02 4421 8666lawrenceharrison.com.au

30Affluent Life4.712 Google reviews2019

02 8328 1119affluentlife.com.au

31JKLM Wealth Group20 Commerce St, Taree NSW 24304.960 Google reviews2023

02 5507 1204jklmwealthgroup.com.au

Staying Power compared 381 financial planners in New South Wales, with 6,236 Google reviews between them. Of these, 31 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 Ijarah Finance, with 370 Google reviews at 4.9.

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 New South Wales have been trading the longest?
As of October 2026, the three longest-trading financial planners in New South Wales on Staying Power are Clarity Wealth Penrith (started in 1980; 4.9 from 35 Google reviews), Leading Advice | Trusted Financial Advisor Sydney (started in 1982; 5.0 from 24 Google reviews) and Profile Financial Services - Sydney Office (started in 1986; 4.9 from 37 Google reviews).
How does Staying Power rank financial planners in New South Wales?
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 New South Wales did Staying Power compare?
Staying Power compared 381 financial planners in New South Wales, with 6,236 Google reviews between them. Of these, 31 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.

Financial Planners elsewhere

More in New South Wales