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BEST RATED CENTRAL COAST NSW FINANCIAL SERVICES

3 Best Financial Services in Central Coast NSW

Expert recommended Top 3 Financial Services in Central Coast 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!

FMS Group
FMS Group
FMS Group
7+ YEARS IN TBR
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FMS GROUP

(4.9 Score)
1/501 The Entrance Road, Long Jetty,
Central Coast NSW 2261 Directions

Since 2003

Specialty:

✓ Financial Planning ✓ Accounting ✓ SMSF ✓ Mortgages and Loans ✓ Estate Planning ✓ Retirement Planning ✓ Risk Management ✓ Debt Management

“FMS Group is a family-owned financial services business. Christine Hornery is the Director and Senior Financial Planner at FMS Group. She is proud to be qualified in many areas, including financial planning and aged care, and to have won awards along the way. She always comes to work ready to make a positive change in someone’s life, and she is dedicated to helping people find financial freedom. The FMS Group team is dedicated to developing long-term, personalised, fulfilling relationships with each of its clients. They take time to understand you and tailor their advice and solutions accordingly. FMS Group offers free consultations.

2025 Update: Christine Hornery has over 20 years’ experience and is a long-standing member of the Mortgage and Finance Association of Australia (MFAA).”

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Contact:

1300 982 499

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

TBR® Inspection Report:

Country Wide Wealth
Country Wide Wealth
Country Wide Wealth
7+ YEARS IN TBR
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COUNTRY WIDE WEALTH

(4.8 Score)
2/237-245 Ocean View Road, Ettalong Beach,
Central Coast NSW 2257 Directions

Since 2009

Specialty:

✓ Superannuation Advice ✓ Home Loans and Commercial Lending ✓ Insurance Advice ✓ SMSF Advice ✓ Retirement Planning ✓ Investment Advice

“Country Wide Wealth is a prominent financial firm. They are lifelong members of their community and are backed by global, world-class research, support, and solutions to help you meet your goals with quality advice and services. They are an award-winning team of financial experts who have been a trusted partner in fulfilling their clients’ financial aspirations on the Central Coast and beyond for over a decade. They will take the time to listen to you, understand your situation, and discuss ways in which they can guide you through the financial steps of your life, ensure your financial security, and help you reach your financial goals.

2025 Update: They also provide services to clients in Umina Beach, Woy Woy and Ettalong Beach.”

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Contact:

02 4342 9215

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

TBR® Inspection Report:

Financial Edge Group
Financial Edge Group
Financial Edge Group
Central Coast Financial Services Financial Edge Group video
6+ YEARS IN TBR
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FINANCIAL EDGE GROUP

(4.8 Score)
Platinum Building, East Wing, Level 3, Suite 3.06, 4 Ilya Avenue, Erina,
Central Coast NSW 2250 Directions

Since 2016

Specialty:

✓ Wealth Creation Strategies ✓ Superannuation Advisory Service ✓ Retirement Strategies ✓ Redundancy Planning ✓ Self-Managed Super Funds (SMSF) ✓ Debt Management ✓ Longevity Lifestyle Planning ✓ Intergenerational Wealth ✓ Retirement Budget Planning ✓ Tax Minimisation Strategies ✓ Family Estate Planning ✓ Overall Investment and Financial Check-Up

“Financial Edge Group is a premium financial planning firm. They provide comprehensive and holistic advice throughout the retirement process. Their clients receive a personal and proactive approach to ensure their needs are being understood and their goals are being met. They understand and embrace the Financial Planning Association (FPA) Code of Ethics and Professional Conduct. Their adviser team are required to undertake a minimum of 45 hours of Continuing Professional Development each year. Their clients receive a personal and proactive approach to ensure their needs are understood and their goals are met. You can contact them to schedule a discovery call.”

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Contact:

02 4308 0040

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

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FMS GROUP REVIEWS

The service and support from Stella are second to none, as a small business owner we cannot thank Stella enough for her support and enthusiasm. If you are serious about improving your business, then I would highly recommend getting in touch with Stella from the FMS Group.

As a new client, FMS staff from admin to accountant has transferred confidence that I am in good hands. Directions were simple, everyone was positive and friendly and I felt fortunate to have FMS Group recommended to me by a family member

FMS Group are very easy to deal with and their staff make things uncomplicated. I can highly recommend FMS Group to anyone

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COUNTRY WIDE WEALTH REVIEWS

Dear Troy and the Team at Countrywide Wealth, As older, new migrants to Australia, the assistance provided by you over the last 10 years has been invaluable. Your guidance has helped us navigate new financial systems and life challenges seamlessly. We have always appreciated your willingness and ability to offer sound advice and assistance promptly. The environment you've created allowed us to ask questions without hesitation, which is a rarity in today’s busy business world. Thank you once again, Troy and the team, for your exceptional support. Kind Regards Lyn and David Prescott

We have been using Country Wide Wealth for financial, mortgage advice and services for several years now and I can confirm that their service is second to none. They have guided us through the process of updating our mortgage, superannuation and insurance coverage to products that better suit our lifestyle and family needs. Troy, Andrew, Lisa and Mark have been super patient in answering all our (many!) questions and providing down to earth advice.

Mark, Jaye-Marie & the team did an outstanding job on assisting us in securing our loan for our home, they were knowledgeable & professional would definitely recommend.

FINANCIAL EDGE GROUP REVIEWS

I find Jesse to be knowledgeable, approachable and friendly. We are from Queensland so had to meet him over zoom. Straight away he put our minds at ease and explained everything in terms we understood. He took care of most of the plan for us and let us know what we needed to do. I have recommended Jesse to all my family, friends, and coworkers.

Anthony and the team were extremely helpful and gave us the confidence to retire knowing that our financial affairs were in safe hands. Highly recommended!

Anthony is such a great human, and whilst savvy in the financial space it is his kindness and person-centered approach that draw us to him and his services.

TBR® Inspection Score Report

FMS GROUP Total Inspection Points: 117/120
Business Hours: 9
Experience: 9
Reviews Accuracy: 9
Acknowledgements: 10
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

COUNTRY WIDE WEALTH 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

FINANCIAL EDGE GROUP Total Inspection Points: 115/120
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10