Money decisions rarely arrive at a convenient moment. A first home, a second baby, school fees landing all at once, a separation, an inheritance, or that quiet realisation that retirement isn't as far off as it used to be. The hardest part is usually just knowing who to talk to.
So we've gathered the financial advisers, planners and mortgage brokers our community turns to, all local, all used to working with busy North Shore families.
Most offer a free first chat with no obligation, so you can find someone you actually feel comfortable talking to about money before you commit to anything.
Explore the guide and find the right financial professional for your family...
First home, upgrade, investment or refinance? Veenu explains lenders in plain language and handles all the complicated bits. Book a complimentary 30-min appointment or home loan check.
Michelle and David bring 50+ years of combined experience in wealth growth, retirement, divorce, inheritance, and aged care. Book a free 15-30-min chat with a senior planner to find out more.
Female-led, education-first, and 115+ five-star Google reviews. The Asquith team acts like the bank manager you never had, supporting you well past settlement. Book a free 15-min session.
Decision paralysis around money? Antoinette and Tanya model two scenarios side by side so you can choose with confidence. Initial meetings are free, plus 5% off upfront advice fees.
A boutique private wealth firm helping families build and protect what they have, across super, SMSFs, insurance and estate planning. Book a complimentary 20-min consultation with a senior adviser.
Financial Spectrum gives clear, jargon-free advice, whether you're buying a home, growing your family, planning school fees or nearing retirement. Book a free strategy session to explore options.
Ryan Ewart's team compares thousands of loans from 35+ lenders, with ongoing reviews as life changes. Book a free home loan health check, plus a $250 gift card* when an eligible loan settles.
Twenty years and thousands of families later, the WealthBridge team compares a wide panel of lenders and handles the paperwork. Free weekly 15-min consults, plus after-hours video calls.
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