Company lists · Data refreshed November 2026
Top 23 Legacy planning advisors based in Sydney, Australia
RevenueBase identified 54 company matches for legacy planning advisors associated with Sydney, Australia as of November 2026 and tracks 236 professional contacts across them, including 110 with verified work emails. Across Australia, Sydney is the largest hub for this category.
This list covers company matches for legacy planning advisors associated with Sydney, Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 23 largest legacy planning advisors based in Sydney, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 34 contacts → | ||||
Exact match “HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 27 contacts → | ||||
Exact match “Succession Plus is a boutique consulting and advisory firm for mid-market businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 25 contacts → | ||||
Exact match “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “Premium estate planning and succession advisory for families, business owners and financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “We are a financial planning firm based in Sydney that provides advice to create and protect wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “At MistryFallahi Lawyers and Business Advisors, we assist businesses, entrepreneurs, investors and wealthy professionals to minimise legal risks, build assets and protect wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Australian Baby Boomers and their Gen X heirs are underprepared for the largest intergenerational wealth transfer in history, $3.5 trillion over the next 20 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “The dream isn’t always clear cut, and the road to get there even less so.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “We support private individuals and their families to preserve and plan their assets across generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Happenco is a wealth management firm specialising in investing and corporate advisory on behalf of discerning private clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Fitzpatrick Estate Lawyers is a unique legal practice that specialises exclusively in the area of sophisticated succession and estate planning advice for people looking for a high…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “We are a full service financial services company with a professional team of over 50 years combined experience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “15+ years of expertise helping professional families with highly personalised strategies to create lasting wealth, paying off your loans faster, and minimising tax.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Poole Advisory is a boutique advisory firm offering a suite of financial services to help you get your financials under control.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Advisors in prosperity strategies and engineers of financial legacies, we believe complacency is the enemy of success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Our firm believes in long term relationships with our clients, emphasising strategic financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “M&A Wealth is a privately owned financial advisory firm that bases its business over the east coast of Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “At Loftus Wealth we provide our clients with proven strategies to build their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “As an experienced financial services advisor, Grant has international experience, having worked in the UK, Ireland, and New Zealand, in both corporate and boutique financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Radomyski Legal is a boutique law firm based in Sydney, practising exclusively in the areas of estate planning, estate administration and estate litigation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Our passion is helping HNW families and individuals to discover what is important to them, and then to design a wealth management strategy that reflects their unique viewpoint, so…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “We develop trusted relationships with our clients to create strategies to enjoy peace of mind knowing they are in control of their journey.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “legacy planning advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 23 of 54 legacy planning advisors based in Sydney, Australia
See the full list, filter by size, metro and specialty, and access 110 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Legacy planning advisors based in Sydney, Australia at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 54 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Sydney, Australia whose business descriptions match “legacy planning advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 110 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Legacy planning advisors by metro in Australia
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “legacy planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning advisors are there based in Sydney, Australia?
RevenueBase identified 54 company matches for legacy planning advisors associated with Sydney, Australia as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
HK Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most legacy planning advisors?
Sydney leads Australia with 54 company records, followed by Melbourne (36) and Brisbane (15).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 110 professional contacts with verified work emails tracked across these 54 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 54 legacy planning advisors based in Sydney, Australia. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 23 legacy planning advisors based in Sydney, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 54 matching company records for legacy planning advisors based in Sydney, Australia, with 236 tracked contacts and 110 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 legacy planning advisors based in Sydney, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  HK Partnershkpartners.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 34 contacts → |
“HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Succession Plussuccession.plusHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 27 contacts → |
“Succession Plus is a boutique consulting and advisory firm for mid-market businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Providence Wealth Advisory Groupprovidencewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 25 contacts → |
“For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  The Estate Planning Centretheestateplanningcentre.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Premium estate planning and succession advisory for families, business owners and financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sherlock Wealthsherlockwealth.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 10 contacts → |
“We are a financial planning firm based in Sydney that provides advice to create and protect wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Mistryfallahi Lawyers & Business Advisorsmistryfallahi.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“At MistryFallahi Lawyers and Business Advisors, we assist businesses, entrepreneurs, investors and wealthy professionals to minimise legal risks, build assets and protect wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lambert Group Future Planninglambertgroup.coHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Aditi Wills & Estate Planningaditiwills.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Australian Baby Boomers and their Gen X heirs are underprepared for the largest intergenerational wealth transfer in history, $3.5 trillion over the next 20 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Park Lane Wealthparklanewealth.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“The dream isn’t always clear cut, and the road to get there even less so.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Adrem Legaladrem.legalHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“We support private individuals and their families to preserve and plan their assets across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Happencohappenco.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Happenco is a wealth management firm specialising in investing and corporate advisory on behalf of discerning private clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fitzpatrick Estate Lawyersfitzpatrickestatelawyers.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Fitzpatrick Estate Lawyers is a unique legal practice that specialises exclusively in the area of sophisticated succession and estate planning advice for people looking for a high…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Hunterwood Solutionshunterwood.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“We are a full service financial services company with a professional team of over 50 years combined experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Stickman Wealth Managementstickmanwealth.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“15+ years of expertise helping professional families with highly personalised strategies to create lasting wealth, paying off your loans faster, and minimising tax.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Poole Advisorypooleadvisory.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Poole Advisory is a boutique advisory firm offering a suite of financial services to help you get your financials under control.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Auctus Strategyauctusstrategy.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 3 contacts → |
“Advisors in prosperity strategies and engineers of financial legacies, we believe complacency is the enemy of success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Wealth Creation Advisorswealthca.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Our firm believes in long term relationships with our clients, emphasising strategic financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  M&a Wealthmawealth.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“M&A Wealth is a privately owned financial advisory firm that bases its business over the east coast of Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Loftus Wealthloftuswealth.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“At Loftus Wealth we provide our clients with proven strategies to build their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Wave Wealth Managementwavewm.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“As an experienced financial services advisor, Grant has international experience, having worked in the UK, Ireland, and New Zealand, in both corporate and boutique financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Radomyski Legalradomyskilegal.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Radomyski Legal is a boutique law firm based in Sydney, practising exclusively in the areas of estate planning, estate administration and estate litigation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wealth Differentlywealthdifferently.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Our passion is helping HNW families and individuals to discover what is important to them, and then to design a wealth management strategy that reflects their unique viewpoint, so…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Elliss Wealthellisswealth.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“We develop trusted relationships with our clients to create strategies to enjoy peace of mind knowing they are in control of their journey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 54 company matches
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Legacy planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
54 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 54 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning advisors by metro in Australia
Questions about this company list
What does Exact match mean for legacy planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning advisors did RevenueBase find based in Sydney, Australia?
The saved snapshot records 54 matching company records, 236 tracked contacts and 110 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Legacy planning advisors by geography
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
- Legacy planning advisors based in Lyon, France
- Legacy planning advisors based in Paris, France
- Legacy planning advisors based in Mumbai, India
- Legacy planning advisors based in Dubai, United Arab Emirates
- Legacy planning advisors based in London, United Kingdom
- Legacy planning advisors based in Atlanta, United States
- Legacy planning advisors based in Austin, United States
Cite this list
RevenueBase Data Team. Top 23 legacy planning advisors based in Sydney, Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-advisors/australia/sydney.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning advisors based in Melbourne, Australia
- Legacy planning advisors based in Sao Paulo, Brazil
- Legacy planning advisors based in Calgary, Canada
- Legacy planning advisors based in Toronto, Canada
- Legacy planning advisors based in Vancouver, Canada
- Legacy planning advisors based in Lyon, France
Company intelligence · public preview
Top 23 legacy planning advisors based in Sydney, Australia
RevenueBase records 54 matching company records for legacy planning advisors based in Sydney, Australia, with 236 tracked contacts and 110 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 legacy planning advisors based in Sydney, Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HK Partnershkpartners.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 34 contacts → |
“HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Succession Plussuccession.plus HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 27 contacts → |
“Succession Plus is a boutique consulting and advisory firm for mid-market businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Providence Wealth Advisory Groupprovidencewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 25 contacts → |
“For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | The Estate Planning Centretheestateplanningcentre.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Premium estate planning and succession advisory for families, business owners and financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sherlock Wealthsherlockwealth.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 10 contacts → |
“We are a financial planning firm based in Sydney that provides advice to create and protect wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Mistryfallahi Lawyers & Business Advisorsmistryfallahi.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“At MistryFallahi Lawyers and Business Advisors, we assist businesses, entrepreneurs, investors and wealthy professionals to minimise legal risks, build assets and protect wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lambert Group Future Planninglambertgroup.co HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Aditi Wills & Estate Planningaditiwills.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Australian Baby Boomers and their Gen X heirs are underprepared for the largest intergenerational wealth transfer in history, $3.5 trillion over the next 20 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Park Lane Wealthparklanewealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“The dream isn’t always clear cut, and the road to get there even less so.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Adrem Legaladrem.legal HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“We support private individuals and their families to preserve and plan their assets across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Happencohappenco.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Happenco is a wealth management firm specialising in investing and corporate advisory on behalf of discerning private clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fitzpatrick Estate Lawyersfitzpatrickestatelawyers.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Fitzpatrick Estate Lawyers is a unique legal practice that specialises exclusively in the area of sophisticated succession and estate planning advice for people looking for a high…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hunterwood Solutionshunterwood.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“We are a full service financial services company with a professional team of over 50 years combined experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Stickman Wealth Managementstickmanwealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“15+ years of expertise helping professional families with highly personalised strategies to create lasting wealth, paying off your loans faster, and minimising tax.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Poole Advisorypooleadvisory.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Poole Advisory is a boutique advisory firm offering a suite of financial services to help you get your financials under control.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Auctus Strategyauctusstrategy.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 3 contacts → |
“Advisors in prosperity strategies and engineers of financial legacies, we believe complacency is the enemy of success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Wealth Creation Advisorswealthca.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Our firm believes in long term relationships with our clients, emphasising strategic financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | M&a Wealthmawealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“M&A Wealth is a privately owned financial advisory firm that bases its business over the east coast of Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Loftus Wealthloftuswealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“At Loftus Wealth we provide our clients with proven strategies to build their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wave Wealth Managementwavewm.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“As an experienced financial services advisor, Grant has international experience, having worked in the UK, Ireland, and New Zealand, in both corporate and boutique financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Radomyski Legalradomyskilegal.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Radomyski Legal is a boutique law firm based in Sydney, practising exclusively in the areas of estate planning, estate administration and estate litigation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wealth Differentlywealthdifferently.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Our passion is helping HNW families and individuals to discover what is important to them, and then to design a wealth management strategy that reflects their unique viewpoint, so…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Elliss Wealthellisswealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“We develop trusted relationships with our clients to create strategies to enjoy peace of mind knowing they are in control of their journey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 54 company matches
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Legacy planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
54 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 54 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning advisors by metro in Australia
Questions about this company list
What does Exact match mean for legacy planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning advisors did RevenueBase find based in Sydney, Australia?
The saved snapshot records 54 matching company records, 236 tracked contacts and 110 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 23 legacy planning advisors based in Sydney, Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-advisors/australia/sydney.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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