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BEST RATED MAITLAND NSW FINANCIAL SERVICES

3 Best Financial Services in Maitland NSW

Expert recommended Top 3 Financial Services in Maitland 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!

RI Newcastle and Lower Hunter
RI Newcastle and Lower Hunter
RI Newcastle and Lower Hunter
10+ YEARS IN TBR
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RI NEWCASTLE AND LOWER HUNTER

(4.8 Score)
43 Elgin Street,
Maitland NSW 2320 Directions

Since 2003

Specialty:

✓ Financial and Lifestyle Goals ✓ Retirement Planning ✓ Superannuation ✓ Asset Protection

“RI Newcastle and Lower Hunter's team has a strong focus on lifestyle & financial goal setting, they work towards making a difference in their clients' lives and turning their hopes and dreams for financial security and peace of mind into reality. They believe strongly in ongoing professional development. They invest in the team to comprehensively understand relevant legislation, strategy and technology. They have the expertise, resources and experience to help you acquire, grow and protect wealth. RI Advice build strong relationships with its clients by providing quality services that meet their changing needs. They try to know what you see as valuable and match their services accordingly.”

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License ABN 23 001 774 125 | AFSL 238429

Contact:

02 4933 0100 02 4929 7433

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

TBR® Inspection Report:

Maitland Financial Planning
Maitland Financial Planning
4+ YEARS IN TBR
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MAITLAND FINANCIAL PLANNING

(4.8 Score)
Po Box 351, East maitland,
Maitland NSW 2323 Directions

Since 2015

Specialty:

✓ Financial Services ✓ Risk Insurance ✓ Superannuation ✓ Investments ✓ Financial Planning ✓ Tax Planning ✓ Finance and Debt Management ✓ Property ✓ Estate Planning ✓ Retirement

“Maitland Financial Planning is led by Director Brian. The team at Maitland Financial Planning operates with the highest professionalism and personability, ensuring they craft practical solutions to your financial challenges. Maitland Financial Planning is committed to continuous improvement and spends several hours each week maintaining and extending its knowledge base so that you can be sure that its advice is relevant, timely and of the highest quality. They bring a wide range of highly trained and qualified staff, including accountants, solicitors, and credit advisers, to their clients and ensure each client improves their financial position as efficiently and safely as possible.

2025 Update: You can contact them to book a free discovery call.”

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License ABN 34 607 009 058

Contact:

0421 019 213

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

TBR® Inspection Report:

Bottrell Wealth
Bottrell Wealth
Bottrell Wealth
4+ YEARS IN TBR
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BOTTRELL WEALTH

(4.8 Score)
93 Lawe Street, East Maitland,
Maitland NSW 2323 Directions

Since 2010

Specialty:

✓ Business Compliance ✓ Financial Planning ✓ Accounting and Tax ✓ Bookkeeping Services ✓ Business Coaching ✓ Payroll Assistance ✓ Self-Managed Superannuation Funds (SMSF) ✓ Tradie Accountants ✓ Bottrell Accounting ✓ Legal Industry ✓ Real Estate Industry ✓ Hospitality Industry ✓ Medical Industry ✓ Website Development ✓ Bookkeeping ✓ Tax ✓ Tax Returns and Accounting ✓ Business Investment (Key Person Insurance) ✓ Wealth Creation ✓ Personal Insurance ✓ Cashflow Management ✓ Debt Management ✓ TPD Claims Advice ✓ Private Wealth Management ✓ Investment Planning ✓ Aged Care Advice

“Bottrell Wealth provides various services, including accounting, taxation, business advice, financial planning, and bookkeeping, to businesses, families, and individuals in the Newcastle and Maitland areas. Founded by Gavin Bottrell in 2010, the company has offices in both Newcastle and Maitland. They help clients in the Greater Newcastle Region and throughout Australia to grow their businesses, from startups to larger private companies. Gavin Bottrell founded the business as a startup, so he knows first-hand the stress and challenges that small and medium business owners face. At Bottrell, they aim to assist businesses, families, and individuals to reach their full potential and achieve financial success. As business growth experts in Newcastle and Maitland, they have a proven track record of helping businesses grow and thrive in a short period.

2025 Update: Their dedicated team takes the time to understand your financial aspirations, risk tolerance, and current situation, allowing them to create a customised strategy that addresses your specific needs.”

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License ABN 20 143 371 475

Contact:

02 4933 6888

Mon-Thu: 7:30am - 7:30pm
Fri: 7:30am - 5:30pm
Sat: 10am - 1pm
Sun: Closed

TBR® Inspection Report:

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RI NEWCASTLE AND LOWER HUNTER REVIEWS

RI Advice are a thoroughly friendly and professional business. A smiling face always greets you upon arrival and Gil provides advice that is easily understood and of course, beneficial in every aspect. As a local, small business owner, I am more than delighted to be associated with RI Advice Lower Hunter.

My financial relationship with Ryan at RI has developed over several years, I'm happy to recommend him as a financial advisor.

Professional, courteous, friendly service with realistic suggestions and advice.

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

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MAITLAND FINANCIAL PLANNING REVIEWS

Brian provided some valuable insight into understanding the current superannuation and tax effective alternatives for our retirement planning. He was able to help us to navigate the complexities of tax effective superannuation planning with simple, easy to understand advice. We really valued his support and would recommend him for solid financial planning advice!

I am completely happy with the services that Brian provided during his visit to me. His advice was exactly in line with my needs and I found that he was friendly and forthright in his advice. I would recommend him to anyone looking for financial advice and support.

Brian provided me with great advice, easy to understand what was discussed and helped me put in place a financial plan in readiness for retirement goals. I would recommend Brian highly.

Brian was exceptionally patient articulate in explaining his ideas. I am taking his advice and have absolute confidence that is advice is solid. Thank you, Brian. - Margaret T Reply

BOTTRELL WEALTH REVIEWS

Very helpful advice, really took the time to explain my options and helped me gain a better understanding of my situation.

Our experience has been fantastic. Great communication and advice. Would recommend to others.

Gav and Rob provided me with excellent investment advice.

TBR® Inspection Score Report

RI NEWCASTLE AND LOWER HUNTER Total Inspection Points: 116/120
Business Hours: 9
Business Images: 9
Experience: 9
Reviews Accuracy: 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

MAITLAND FINANCIAL PLANNING Total Inspection Points: 115/120
Experience: 8
Business Hours: 9
Reviews Accuracy: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BOTTRELL WEALTH Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Experience: 9
Review Analysis: 9
Reviews Study: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10