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BEST RATED WAGGA WAGGA NSW FINANCIAL SERVICES

3 Best Financial Services in Wagga Wagga NSW

Expert recommended Top 3 Financial Services in Wagga Wagga 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!

Flynn Sprake Financial Planning
Flynn Sprake Financial Planning
10+ YEARS IN TBR
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FLYNN SPRAKE FINANCIAL PLANNING

(4.9 Score)
1/17 Gurwood Street,
Wagga Wagga NSW 2650 Directions

Since 2000

Specialty:

✓ Investment Planning ✓ Retirement Planning ✓ Self Managed Super Fund Service ✓ Estate Planning ✓ Personal Insurances ✓ Business and Farm Succession Planning ✓ Direct Share Advice ✓ Tactical Asset Allocation

“Flynn Sprake Financial Planning offers a broad range of financial advice services aimed at helping you reach your financial goals. Their team is qualified and skilled to provide you with financial advice, no matter how big or small your investments or needs may be. They aim to work with you to assist in securing your financial future. Flynn Sprake Financial Planning will tailor a strategy that best suits your financial and life goals and detail it in a personalised Statement of Advice. They will implement your financial plan and schedule future review consultations to ensure your plan remains appropriate and on track.

2025 Update: Marie Suthern, Gwen Fellows and Andrew Tucker are the directors of the firm.”

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License ABN 57 067 567 435

Contact:

02 6921 1999

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

Innovative Financial Services
Innovative Financial Services
Innovative Financial Services
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INNOVATIVE FINANCIAL SERVICES

(4.8 Score)
157 – 159 Baylis Street, Suite 2,
Wagga Wagga NSW 2650 Directions

Since 2016

Specialty:

✓ Aged Care ✓ SMSF and Superannuation ✓ Retirement Planning ✓ Saving and Budgeting ✓ Investment Advice and Planning ✓ Debt Management ✓ Centrelink ✓ Estate Planning ✓ Personal Insurances

“Innovative Financial Services' financial adviser Michael Tadros. He is an associate member of the Financial Advice Association Australia (FAAA) and abides by their code of professional conduct and ethics. Innovative Financial Services' mission revolves around providing thorough financial planning services that empower you to grow and protect your finances. Their goal is to establish enduring relationships with their clients, grounded in trust and respect for one another. At Innovative Financial Services, they are all about trust, integrity and passion. They genuinely enjoy assisting people in understanding their financial matters and achieving their goals.”

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License ABN 29 616 059 182

Contact:

02 6931 3333 0412 728 930

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

TBR® Inspection Report:

Country Finance Solutions
Country Finance Solutions
6+ YEARS IN TBR
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COUNTRY FINANCE SOLUTIONS

(4.7 Score)
197B Baylis Street,
Wagga Wagga NSW 2650 Directions

Since 2005

Specialty:

✓ Financial Planning and Retirement ✓ Saving for Goals

“Country Finance Solutions is owned by Scott Billington. He has been in finance for more than 18 years, working in financial planning, accounting, and lending in both the personal and business sectors. He has the knowledge and experience to lead you along a successful financial journey. Country Finance Solutions helps you plan your financial goals, build wealth, and protect your future. They assist in getting your finances sorted now and for the future, including debt, budgets, saving for goals, retirement and everything in between.

2025 Update: They also have access to over 20 providers. They also offer mortgage services.”

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Contact:

0400 308 769 0438 538 201

Open 24 Hours

TBR® Inspection Report:

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FLYNN SPRAKE FINANCIAL PLANNING REVIEWS

Patrick at Flynn Sprake was great, he helped me set up my super and get some long term financial plans in place for my children

Couldn’t be happier with their service and advice. Patrick spent the time to explain viable options and then helped me setup investments for my future.

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INNOVATIVE FINANCIAL SERVICES REVIEWS

Michael is honest, trustworthy and knowledgeable. My wife and I have spoken with him several times of the past few years and he has always taken the time to explain things in simple terms to ensure that we understand. He has demonstrated his ethical nature numerous times and we feel certain that he genuinely cares about his customers achieving their financial goals.

COUNTRY FINANCE SOLUTIONS REVIEWS

I have been seeing Kiri since March, she has been unbelievably easy to communicate with, prompt in getting back to me not to mention her ability to put my financial life at ease. She has set me up a brilliant budget that is easy to understand and not too restricted therefore easy to follow & work with, no more searching for money to pay that next power bill. I am now able to contribute to my kids and my future in a stress free way with the constant guidance from Kiri. Being a single Mum & navigating Centrelink is stressful however Kiri has taken that into her own hands & in-fact picked up on things that had been added to my account that I had no Idea about! If it's money that you don't quite know what to do with, Saving for anything, living from day to day, super contributions & or funds, Centrelink advise, savings accounts then Kiri is your Chick. Super friendly and warm to deal with, you wont regret it, she is worth every penny AND I don't live anywhere near Kiri, we do it all online or over the phone and it's EASY!

Scott and Kiri are really great with everything they do! My wife and I have used them for many of the big moments in our lives. They've helped us with everything involved in buying a house - twice, setup our insurances, super, etc. The best part is they check in every 6 months or so to see how everything is going. Highly recommend!!

Kiri and Scott have been the greatest help to us - I can not recommend them enough. They have helped us get debts sorted, get through covid and make some great changes for our future. We already had a budget we were following, but Kiri went over all our expenses and our income and we are no so much better off than we would have been following our original budget. Definitely recommend

TBR® Inspection Score Report

FLYNN SPRAKE FINANCIAL PLANNING Total Inspection Points: 118/120
Business Hours: 9
Experience: 9
Acknowledgements: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

INNOVATIVE FINANCIAL SERVICES Total Inspection Points: 116/120
Experience: 8
Business Hours: 9
Business Images: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

COUNTRY FINANCE SOLUTIONS Total Inspection Points: 113/120
Complete Info: 8
Acknowledgements: 9
Business Hours: 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