Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in Sydney, Australia

RevenueBase identified 189 personal financial coaches headquartered in Sydney, Australia as of September 2026 and tracks 1,549 professional contacts across them, including 690 with verified work emails. Sydney is the largest hub.

This list covers personal financial coaches headquartered in Sydney, 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 20, 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 20, 2026 86% judged on-target in blind review
189Companies
1,549Contacts tracked
690Verified emails
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The 25 largest personal financial coaches based in Sydney, Australia

Ranked by team size
Top 25 of 189 personal financial coaches based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial coaches: 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 evidenceSydney, AustraliaHQ checked Sep 20, 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 20, 2026
2Partial evidenceSydney, AustraliaHQ checked Sep 20, 202651-200142 contacts →

Partial evidence

“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202651-200108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceSydney, AustraliaHQ checked Sep 20, 2026201-50087 contacts →

Partial evidence

“WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5051 contacts →

Partial evidence

“Alteris Financial Group provides financial advisory and management for individuals and families across generations.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202611-5041 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5037 contacts →

Partial evidence

“Our goal is to help you live with financial confidence.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceSydney, AustraliaHQ checked Sep 20, 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 20, 2026
9Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202611-5027 contacts →

Indirect evidence

“At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5026 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5024 contacts →

Partial evidence

“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceSydney, AustraliaHQ checked Sep 20, 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 20, 2026
13Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5022 contacts →

Partial evidence

“At Evalesco, we believe financial advice should make life simpler, not harder.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“The path ahead is not made of straight lines.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5018 contacts →

Partial evidence

“Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidenceSydney, AustraliaHQ checked Sep 20, 202611-5016 contacts →

Strong evidence

“Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“We work with clients who want to make smarter financial decisions.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceSydney, AustraliaHQ checked Sep 20, 20261-1012 contacts →

Partial evidence

“We are a financial planning firm based in Sydney that provides advice to create and protect wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceSydney, AustraliaHQ checked Sep 20, 202611-5012 contacts →

Partial evidence

“We specialising in helping people make good financial decision.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Our purpose at Velaris Private Wealth is to understand what matters most and structure our advice to match.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“We are proud of what we do, our name says it all.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceSydney, AustraliaHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“Cardena Private Wealth is an independently owned, fee-for-service wealth management and advisory firm based in Sydney’s Martin Place.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidenceSydney, AustraliaHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“Renaissance Wealth Advisors is a boutique Wealth Management Firm and Financial Planning.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 189 personal financial coaches based in Sydney, Australia

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Personal financial coaches based in Sydney, Australia at a glance

As of Sep 20, 2026
44.5%Verified-email coverage
8.2Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Sydney
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
144
11-50
39
51-200
5
201-500
1

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 189 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 personal financial coaches, 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 Sydney, Australia whose own description of what they do matches “personal financial coaches”. 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 personal financial coaches), 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 personal financial coaches, and records with no verified work email. Companies headquartered outside Sydney 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, 690 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 20, 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 personal financial coaches, 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 personal financial coaches are there based in Sydney, Australia?

RevenueBase identified 189 personal financial coaches headquartered in Sydney, 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?

Bridges Financial Services, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most personal financial coaches?

Sydney leads with 189 headquartered companies, followed by Melbourne (139) and Brisbane (57).

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 690 verified decision-maker contacts tracked across these 189 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 20, 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.