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BEST RATED BATHURST NSW FINANCIAL SERVICES

3 Best Financial Services in Bathurst NSW

Expert recommended Top 3 Financial Services in Bathurst NSW. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

FinAdvice Financial Planning
FinAdvice Financial Planning
FinAdvice Financial Planning
9+ YEARS IN TBR
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FINADVICE FINANCIAL PLANNING

(4.8 Score)
119 William Street,
Bathurst NSW 2795 Directions

Since 2004

Specialty:

✓ Superannuation ✓ Pension Planning ✓ Life Insurance ✓ Transition to Retirement Planning (TTR) ✓ Managed Investments ✓ Exchange Traded Funds (ETFs) ✓ Self Managed Superannuation Funds (SMSF) ✓ Investment Planning ✓ Retirement Planning ✓ Personal Insurance

“Ben Whitwell is a financial planner at FinAdvice Financial Planning. He is a seasoned and highly experienced financial planner passionate about helping individuals achieve their financial goals. With over 20 years of experience in the field, he has become a trusted adviser to clients seeking economic stability and prosperity. FinAdvice Financial Planning helps you identify your goals and actively works with you to find ways of achieving those targets. They use their experience to provide financial advice specifically written for you. They prefer to charge an agreed fee via a fee-for-service arrangement. They serve Orange, Lithgow and Central West NSW.”

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License ABN 83 152 404 365

Contact:

02 6300 0600

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Swift Business Solutions
Swift Business Solutions
6+ YEARS IN TBR
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SWIFT BUSINESS SOLUTIONS

(4.8 Score)
5/229 Russell Street,
Bathurst NSW 2795 Directions

Since 2009

Specialty:

✓ Financial Planning ✓ Strategic Investments ✓ Estate Planning ✓ Personal Insurance

“Swift Business Solutions is a regional finance planning firm. They specialise in working with the owners of small to medium-sized businesses. They provide strategies and investment planning to help clients achieve clarity, confidence, and choice regarding their financial future. They have particular expertise in working with self-employed clients and self-managed superannuation funds. Their team is committed to providing professional services of the highest quality, and they pride themselves on being responsive and approachable. Swift Business Solutions' planning strategies focus on building wealth through active income generation, long-term market investments and low, transparent fee structures.

2025 Update: Swift Business Solutions provides long-term strategic financial planning that is aimed at not only investing your accumulated wealth but also accelerating your active income sources.”

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License ABN 55 094 972 540 | 224543

Contact:

02 6334 4455 0419 612 502

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Ottavo Financial Group
4+ YEARS IN TBR
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OTTAVO FINANCIAL GROUP

(4.7 Score)
207 Howick Street,
Bathurst NSW 2795 Directions

Specialty:

✓ Financial Advice ✓ Investments ✓ Superannuation ✓ Retirement ✓ Debt Management ✓ Estate Planning ✓ Centrelink ✓ Self-Managed Super Funds ✓ Defined Benefit Schemes ✓ Aged Care ✓ Life Insurance ✓ Total and Permanent Disability (TPD) Insurance ✓ Trauma Insurance ✓ Income Protection Insurance ✓ Business Insurance

“Ottavo Financial Group is a dedicated financial planning company with offices across Regional NSW and the ACT. The firm has been providing professional planning advice for over 20 years. Bernard Begg is the Managing Director/ Senior Partner of the firm. The team is committed to educating clients, enabling them to make informed financial decisions. They aim to build long-term partnerships with their clients and assist them in building, protecting and managing their wealth and lifestyle for themselves and their families. They believe everyone deserves the chance to maximise their financial potential and lead a fulfilling lifestyle. They provide reassurance and peace of mind, simplifying the complexities of investing, superannuation, Centrelink, and personal insurances.

2025 Update: Ottavo Financial Group specialises in advising on, implementing and managing insurable risks such as income, family, and business interests.”

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License ABN 16 058 625 602

Contact:

02 6332 9210

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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FINADVICE FINANCIAL PLANNING REVIEWS

Our experience with FinAdvice has always been exceptionally positive. Ben has guided us through the planning for the financial preparations of retirement. He has always been patient and considerate as we worked through the various options. Ben is very down to earth and is able to explain complex decisions so that we feel absolutely confident in his advice.

Ben and his team have been looking after our finances since I retired 10 years ago. They are great. My wife and I are very comfortable knowing that our finances are in excellent hands.

I’m really happy with Ben’s service. He knows what he’s doing, is very knowledgeable and takes the time to explain things to me in a way that I understand.

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SWIFT BUSINESS SOLUTIONS REVIEWS

Nic made us feel at ease, was a great communicator and gave clear personalised advice. We now feel much more informed about our finances and future investments.

Very engaging experience. I understand everything so much more now! Nick was a great communicator.

Nic and his team at Swift are passionate, dedicated and straight forward. Excellent communication and service.

OTTAVO FINANCIAL GROUP REVIEWS

Appreciation they say is an application for more. If i fail to acknowledge you it'll shows how ungrateful i am. I can't be less grateful to a woman who God has used in blessing me and my family in general. I was introduced to Mr John Dollerry few months back Right now I know how much I can boast of about my financial state. He helped me with the little capital I invested with and I made so much profit for myself and my family. Thank you so much Mr John Dollerry, and if you are also finding it difficult trading for yourself contact him now.

TBR® Inspection Score Report

FINADVICE FINANCIAL PLANNING Total Inspection Points: 116/120
Acknowledgements: 9
Business Hours: 9
Experience: 9
Review Analysis: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SWIFT BUSINESS SOLUTIONS Total Inspection Points: 114/120
Complete Info: 7
Business Hours: 9
Experience: 9
Review Analysis: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

OTTAVO FINANCIAL GROUP Total Inspection Points: 112/120
Complete Info: 8
Acknowledgements: 9
Business Hours: 9
Legitimate Ratings: 9
Review Analysis: 9
Reviews Study: 9
Website Standard: 9
Contact Info: 10
License: 10
Exact Services: 10
Location Proximity: 10
Website Source: 10