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Top 23 Business Advisors in Newcastle, NSW

Verified customer reviews and ratings for the best business advisors serving Newcastle. Sorted by rating.

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Finding the right business advisor in Newcastle means looking for TPB registration, relevant qualifications, and a track record with businesses like yours. All reviews on TopAccountantsAustralia are verified from real clients, so you can trust what you're reading. Start by checking credentials and asking about their experience in your industry.
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Bottrell Wealth Newcastle Financial Planning
Newcastle, NSW
5.0(9)

Bottrell Wealth is a professional financial planning firm providing financial advisory services, investment advice, superannuation, wealth creation, and insurance solutions to businesses, families, and individuals in the Newcastle area. The firm offers customised financial solutions including retirement planning, tax optimization, and self-managed superannuation fund (SMSF) advice with a team of qualified financial planners, accountants, and tax agents.

Financial PlanningInvestment AdviceSuperannuationSelf-Managed Super Funds (SMSF)
Base Business
Newcastle, NSW
4.9(7)

Base Business Advisors provides bookkeeping, accounting, and business advisory services with a focus on personalised advice tailored to clients' businesses. They offer support to help clients understand their finances and comply with tax legislation while maximising business benefits.

BookkeepingAccountingTax complianceBusiness advisory
Newcastle, NSW
5.0(5)

Leenane Templeton Wealth Management Pty Ltd is an award-winning financial advisory firm offering comprehensive financial planning, wealth management, and SMSF advice. The firm provides services including retirement planning, superannuation advice, investment strategies, and wealth protection for individuals and business owners across Newcastle and NSW.

Financial Planning & AdviceWealth ManagementSelf Managed Super Fund (SMSF)Superannuation advice
Steel Lake Advisory Services
Warners Bay, NSW
5.0(119)

Steel Lake Advisory Services is a financial planning firm serving Newcastle and Lake Macquarie that provides personalised financial advice and strategies to help individuals and families manage, grow and protect their wealth. They offer services across superannuation, investments, retirement planning, insurance and tax minimisation.

Superannuation adviceRetirement planningInvestment adviceInsurance advice
Coastal Advisory Australia - Newcastle
The Junction, NSW
5.0(85)

Coastal Advisory Australia is a financial advisory firm providing strategic, forward-looking advice to individuals, families and business owners in Newcastle and adjacent areas. They offer services including retirement planning, investment advice, superannuation strategies, lending advice, aged care, business advice, insurance advice, and estate planning.

Retirement PlanningInvestment AdviceSuperannuation StrategiesLending Advice
Progressive Financial Planners
Warners Bay, NSW
5.0(54)

Progressive Financial Planners provides financial planning services to protect and grow client wealth. They offer financial advice and planning strategies to help clients achieve their ideal lives.

Financial planningWealth protectionWealth growthSuperannuation
Elliot Watson Financial Planning Newcastle
The Junction, NSW
4.9(143)

Elliot Watson Financial Planning is a financial advisory firm in Newcastle that provides holistic financial planning services including superannuation, investment planning, insurance, estate planning, and debt management across the Hunter region.

Superannuation & SMSFInvestment Planning & Wealth CreationPersonal InsuranceEstate Planning
Shanley Financial Planning - Warners Bay
Warners Bay, NSW
5.0(40)

Shanley Financial Planning provides uncomplicated, affordable and personalised financial planning advice to people in Newcastle, Lake Macquarie, the Hunter Valley, Central Coast and Sydney. The business offers a range of financial services including retirement planning, wealth creation, insurance, lending referrals, and aged care financial planning.

Financial PlanningRetirement PlanningWealth CreationLife and Income Insurance
Crest Financial Services
Crest Financial ServicesServes Newcastle
Georgetown, NSW
4.9(82)

Crest Financial Services provides financial planning, investment advice, wealth protection, estate planning, and related services to clients throughout the Hunter, Newcastle, Port Stephens, Central Coast, and greater New England area. They offer tailored expert advice with a focus on friendly, professional and efficient service.

SuperannuationInvestment AdviceRetirement PlanningEstate Planning
Aureus Financial - Business Advisers, Financial Advisers, Chartered Accountants, Mortgage Brokers For SMEs
Caringbah, NSW
5.0(32)

Aureus Financial is a financial advisory, accounting, and business coaching firm that helps ambitious Australians create financial freedom through their 'Wealth Mastery Machine' framework. They offer services including financial planning, business profit optimization, tax structuring, property investment advice, and mortgage broking for small to medium enterprises and professionals.

Financial AdvisoryChartered AccountancyBusiness CoachingMortgage Broking
Braeside Wealth
Braeside WealthServes Newcastle
Hamilton South, NSW
5.0(22)

Braeside Wealth is an independent financial advisory firm based in Newcastle that provides financial planning and advice to professionals, business owners, and families. They offer services including retirement planning, business advice, investment management, and estate planning, with a focus on understanding clients' holistic financial situation and life goals.

Retirement planningBusiness financial adviceInsurance reviewDebt review
Edgeworth, NSW
5.0(19)

Strength Financial Solutions is a financial advisory firm providing holistic financial planning, mortgage broking, and wealth management services. They offer personalised financial strategies and aim to simplify complex financial decisions for clients.

Financial Planning and AdviceMortgage BrokingSuperannuation and SMSFRetirement Planning and Centrelink Advice
Balgowlah, NSW
5.0(17)

Falcon Financial Advisers is a financial planning firm providing tailored advice to Australians across different life stages, including young families, business owners, pre-retirees and retirees. They offer comprehensive financial planning services focusing on understanding individual goals and circumstances.

Strategic Wealth and Cash Flow PlanningInvestment Management and Portfolio AdviceSuperannuation and Retirement PlanningSocial Security and Aged Care Planning
Hunter FP - Financial Planners Newcastle
Mount Hutton, NSW
5.0(7)

Hunter FP is a financial planning practice providing clear, practical financial advice to clients across Newcastle and Lake Macquarie. Led by Pat Dodds, the boutique firm helps professionals, families, pre-retirees and retirees with tailored strategies focused on long-term outcomes.

SuperannuationInvestmentsInsuranceRetirement Planning
Archer Private Wealth Sydney
Beecroft, NSW
5.0(6)

Archer Private Wealth is a privately owned financial advisory and investment firm with offices in Newcastle, Sydney, Canberra and Cooma. They provide tailored financial advice to individuals, families, management executives, injured persons and corporate clients, with a focus on building secure financial futures through investment management, superannuation, insurance and estate planning.

Tailored InvestmentsSelf Managed Super FundsFinancial StrategyInsurance
Fiducian Financial Services - Hunter
New Lambton, NSW
4.8(6)

Fiducian Financial Services Hunter is a financial advisory firm providing financial planning services including wealth creation, superannuation, retirement planning, and personal insurance advice. Established in March 2008, the practice operates in the Hunter Valley region with a team of financial planners and client services staff.

Financial PlanningSuperannuation AdviceWealth CreationRetirement Planning
Shaw Gidley
Shaw GidleyServes Newcastle
Charlestown, NSW
4.6(9)

Shaw Gidley is a regional insolvency and business recovery firm specialising in corporate liquidation, reconstruction, turnaround services, and personal bankruptcy. With over 100 years combined experience across their team, they provide advice and solutions to companies and individuals experiencing financial distress.

Corporate liquidationCorporate reconstructionTurnaround consultingPersonal bankruptcy

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Business Advisors in Newcastle — FAQs

Do I need a TPB-registered advisor for tax advice?

Yes. If your advisor provides tax advice or tax planning, they must be registered with the Tax Practitioners Board. Check their registration on the TPB website before engaging them.

What questions should I ask a business advisor before hiring?

Ask about their experience with your business type, how they charge (hourly, fixed fee, or retainer), what services are included, and how often you'll communicate. Request references from similar clients.

What's the difference between business advisory and accounting?

Accountants focus on compliance, tax, and financial records. Business advisors help with strategy, growth, cash flow management, and business decisions. Many offer both services.

How does TopAccountantsAustralia verify reviews?

We collect reviews directly from verified clients and cross-check details. All ratings reflect real engagements. We don't publish unverified or incentivised reviews.

What should a typical business advisory engagement include?

Usually: financial analysis, forecasting, KPI tracking, strategic planning, and regular reporting. Scope varies by business size and needs. Clarify deliverables upfront in your engagement letter.