Company lists · Data refreshed September 2026

Top 25 Financial coaching services based in Australia

RevenueBase identified 791 financial coaching services headquartered in Australia as of September 2026 and tracks 5,255 professional contacts across them, including 2,468 with verified work emails. Sydney is the largest hub.

This list covers financial coaching services headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
791Companies
5,255Contacts tracked
2,468Verified emails
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The 25 largest financial coaching services based in Australia

Ranked by team size
Top 25 of 791 financial coaching services based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial coaching services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceMelbourne, AustraliaHQ checked Sep 19, 2026201-500295 contacts →

Partial evidence

“Viridian Financial Group is a leading Australian diversified financial services business.”

Source: RevenueBase Database · checked Sep 19, 2026
2Strong evidenceSouthport, AustraliaHQ checked Sep 19, 202651-200190 contacts →

Strong evidence

“Infinity Group Coaching is a multi‑award‑winning financial services business helping Australians take control of their finances and build long‑term wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceAdelaide, AustraliaHQ checked Sep 19, 2026201-500187 contacts →

Indirect evidence

“MyBudget is dedicated to helping people live a life free from money worries by gaining control of their finances and managing personal debt.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceSydney, AustraliaHQ checked Sep 19, 202651-200181 contacts →

Partial evidence

“At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceKyogle, AustraliaHQ checked Sep 19, 202611-50150 contacts →

Partial evidence

“Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202651-200108 contacts →

Indirect evidence

“At Altus, we help people, families and businesses thrive.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceBallarat, AustraliaHQ checked Sep 19, 202611-50103 contacts →

Partial evidence

“PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceMelbourne, AustraliaHQ checked Sep 19, 202651-20089 contacts →

Partial evidence

“Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceMilton, AustraliaHQ checked Sep 19, 202651-20051 contacts →

Indirect evidence

“Building Australia's most trusted wealth management firm.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceNewstead, AustraliaHQ checked Sep 19, 202611-5046 contacts →

Partial evidence

“My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202611-5041 contacts →

Indirect evidence

“We solve first world problems: Paying too much tax?”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceNaracoorte, AustraliaHQ checked Sep 19, 202651-20036 contacts →

Partial evidence

“Murray Nankivell is a leader in Accounting, Business Consulting and Financial Planning solutions.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceKew East, AustraliaHQ checked Sep 19, 202651-20036 contacts →

Indirect evidence

“It’s time to simplify your money.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceBrookvale, AustraliaHQ checked Sep 19, 202611-5036 contacts →

Strong evidence

“Aureus Financial is a revolutionary wealth coaching, education and strategic advice business.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceSydney, AustraliaHQ checked Sep 19, 202611-5032 contacts →

Partial evidence

“We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceDeakin, AustraliaHQ checked Sep 19, 202611-5030 contacts →

Partial evidence

“We offer a complete and holistic Financial Planning Service, strategies are recommended in line with any stated objectives and therefore the more information we receive the more…”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceMelbourne, AustraliaHQ checked Sep 19, 202611-5028 contacts →

Partial evidence

“At Verse, we take a wildly different approach to financial advice.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceChatswood, AustraliaHQ checked Sep 19, 202611-5028 contacts →

Indirect evidence

“We partner with businesses and people who want to get more out of life.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceShepparton, AustraliaHQ checked Sep 19, 202611-5028 contacts →

Indirect evidence

“At MB+M, we are passionate about helping make your life easier by growing your wealth and business.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceHawthorn, AustraliaHQ checked Sep 19, 202611-5027 contacts →

Partial evidence

“At Tribeca, we're more than just financial advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceWagga Wagga, AustraliaHQ checked Sep 19, 202611-5026 contacts →

Indirect evidence

“Accounting can be a strange world-full of bean counters who are great with numbers but dull at dinner parties, or cowboys chasing the next thrill with other people’s money.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceSydney, AustraliaHQ checked Sep 19, 202611-5026 contacts →

Partial evidence

“Private Wealth Partners is a privately owned financial planning practice based in Sydney.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceSouth Yarra, AustraliaHQ checked Sep 19, 202611-5025 contacts →

Partial evidence

“At Oracle Group, our primary focus is to ensure that each and every client has the very best financial strategy in place for both their retirement and life goals.”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceCairns, AustraliaHQ checked Sep 19, 202611-5025 contacts →

Partial evidence

“We're the trade business specialists offering accounting, business advisory and coaching services.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceSydney, AustraliaHQ checked Sep 19, 20261-1024 contacts →

Partial evidence

“Hello my name is Adrian Chaudhary and I am a Fellow Chartered Accountant (FCA), Certified Financial Planners (CFP) and Justice of the Peace (JP).”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 791 financial coaching services based in Australia

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Financial coaching services based in Australia at a glance

As of Sep 19, 2026
47.0%Verified-email coverage
6.6Average contacts per company
1-10Median size (employees)
9.7%Largest-city concentration · Sydney
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
589
11-50
183
51-200
12
201-500
2

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 791 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial coaching services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Australia whose own description of what they do matches “financial coaching services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial coaching services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial coaching services, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 2,468 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial coaching services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial coaching services are there based in Australia?

RevenueBase identified 791 financial coaching services headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Viridian Financial Group, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most financial coaching services?

Sydney leads with 77 headquartered companies, followed by Melbourne (59) and Brisbane (27).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,468 verified decision-maker contacts tracked across these 791 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.