ThreeBestRated.com.au
BEST RATED BOWRAL NSW FINANCIAL SERVICES

3 Best Financial Services in Bowral NSW

Expert recommended Top 3 Financial Services in Bowral 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!

Poole Advisory
Poole Advisory
Poole Advisory
4+ YEARS IN TBR
CALL CONTACT

POOLE ADVISORY

(4.9 Score)
310-312 Bong Bong Street, Shop 25B, Level 1,
Bowral NSW 2576 Directions

Since 2003

Specialty:

✓ Retirement Planning ✓ Wealth Creation and Investment Advice ✓ Insurance Advice and Wealth Protection ✓ Superannuation and SMSF Advice ✓ Cash Flow Management ✓ Estate Planning ✓ Business Planning

“Poole Advisory is a privately-owned boutique financial advisory firm led by Principal Financial Adviser Anthony Poole. He believes every situation and every client is unique and prioritises transparent communication, offering pragmatic solutions that are easy to understand and implement. Their team has over 20 years of experience advising families, businesses, and individuals with high net wealth. Their approach is to evaluate your current financial situation and collaborate with you to define personalised, meaningful, and achievable strategies to allow you to live a life of prosperity. They help you achieve your goals with strategies and objectives that give you the best opportunities to build your path to prosperity.

2025 Update: The firm also has a branch in Sydney.”

Reviews   |   Write a Review
License ABN 15 642 040 604

Contact:

02 9063 5978

Mon-Fri: 8:30am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Complete Wealth Bowral
Complete Wealth Bowral
Complete Wealth Bowral
Bowral Financial Services Complete Wealth Bowral video
3+ YEARS IN TBR
CALL CONTACT

COMPLETE WEALTH BOWRAL

(4.8 Score)
302 Bong Bong Street, Suite 113, Springetts Arcade,
Bowral NSW 2576 Directions

Since 2007

Specialty:

✓ Financial Health Checks ✓ Aged Care ✓ Corporate Super ✓ Public Speaking on Wealth and Happiness ✓ Insurance ✓ Tax Planning ✓ Superannuation ✓ Debt/Leverage ✓ Estate Planning

“Complete Wealth Bowral is owned by Matt Battye. He uses analogies better to explain scenarios and truths to the rest of them. The team has an experienced, highly qualified team of Certified Financial Planners, Chartered Accountants, accredited Self Managed Superannuation experts and specialists in Aged Care with multiple Master's and Bachelor's Degrees. They are a small business run by their advisers but backed by research, systems, and support from Australia's largest financial planning network. Over the last 15-plus years, they have been through every life decision. There are many times with their clients when they come to understand what works for them. Complete Wealth serves Albury, Toowoomba, Broulee, Bundaberg, Canberra, Gladstone and Melbourne.

2025 Update: They can provide financial health checks for you, your partner, company, superfund, or trust.”

Reviews | Play Video | Write a Review

Contact:

1300 494 001

By Appointment

TBR® Inspection Report:

Tailor-Made Financial Services
Bowral Financial Services Tailor-Made Financial Services video
6+ YEARS IN TBR
CALL CONTACT

TAILOR-MADE FINANCIAL SERVICES

(4.7 Score)
4a Walker Street,
Bowral NSW 2576 Directions

Since 2002

Specialty:

✓ Retirement Planning ✓ Self Managed Superannuation Fund ✓ Superannuation ✓ Aged Care ✓ Wealth Accumulation ✓ Mortgage and Debt

“Tailor-Made Financial Services has been serving the financial markets industry for over 20 years. They will use the latest independent research, consider your comfort level and produce a personalised financial plan to help you achieve your financial goals. Their advisors are firmly committed to listening and caring about your needs and will put together realistic financial goals and strategies that work. Whatever the goal, their team will help make it happen. They provide professional advice as it’s intended to be, tailor-made to meet your needs. They can advise you long-term to help you achieve a lifestyle.

2025 Update: Their Principals are accredited as CFPs and/or Self Managed Super Fund specialists.”

Reviews | Play Video | Write a Review
License ABN 33 088 879 270

Contact:

02 4455 7800

Call For Hours

TBR® Inspection Report:

Video

Write a Review for Tailor-Made Financial Services

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines

Contact Business

POOLE ADVISORY REVIEWS

Poole Advisory has been advising us on retirement strategy and associated investment and superannuation options. We have always received very knowledgeable advice that is carefully matched to our needs; prompt and friendly service; clear explanations of our options; and prompt and informative responses to our queries. Poole Advisory’s real time tracking tools for our funds are accurate, detailed and very helpful. Their associated advisors on taxation and estate issues have also provided high quality service. Overall, Anthony and his staff have been an absolute pleasure to deal with.

Anthony has been more than a financial advisor – more a trusted business partner. His industry knowledge and ability to explain things to us has been invaluable across all our financial affairs’ and I cannot recommend Poole Advisory services highly enough. If I could give more stars I would..

We have engaged Anthony’s financial and advisory services for many years. Anthony is professional in his approach and can easily navigate and explain complex financial situations to make our life earlier. We have no hesitation in recommending his services.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.au.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

COMPLETE WEALTH BOWRAL REVIEWS

Highly professional and completely trustworthy, Gary inspires confidence with his calm clear approach to problem solving.

TAILOR-MADE FINANCIAL SERVICES REVIEWS

They develop long-term relationships and can help you to reach your personal and financial objectives.

TBR® Inspection Score Report

POOLE ADVISORY Total Inspection Points: 118/120
Business Hours: 9
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Study: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

COMPLETE WEALTH BOWRAL 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

TAILOR-MADE FINANCIAL SERVICES Total Inspection Points: 113/120
Complete Info: 8
Acknowledgements: 9
Business Hours: 9
Review Analysis: 9
Reviews Study: 9
Social Media: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10