Finance Consultants in Sydney to Watch for in 2025

Sydney Finance Strategists to Know in 2025

With its global ties and rapidly growing tech, creative, and property sectors, Sydney’s financial services industry is one of the most sophisticated in the Asia-Pacific region. But in 2025, it’s no longer just the big banks making noise. Independent and boutique financial consultants are leading a wave of innovation—offering personalized guidance, niche specializations, and digital-first service.

At Digital Reference, we’re passionate about identifying the leaders shaping the next generation of wealth strategy. Our picks for this year's Sydney feature represent everything we value: ethical insight, accessibility, independent thinking, and bespoke approaches that honor life goals just as much as spreadsheets.

, Finance Consulting Services Methodology: How We Picked These Powerhouses

Our 2025 Sydney list is built from hours of research, professional vetting, and insights from real-world clients. Here's what we evaluated:

• 🧭 Strategic thinking and adaptability in financial planning
• 📱 Use of technology and digital infrastructure to serve clients efficiently
• 🌏 Ability to work across diverse cultural, career, and family backgrounds
• ⭐ Niche expertise, whether it's intergenerational wealth, SME support, or ethical investing
• 📢 Commitment to financial literacy, education, and transparency

These standout professionals offer not just advice, but direction, vision, and a clear path forward for Sydney’s diverse financial futures.

Benjamin Peters

dbfs.com.au | LinkedIn

With over two decades in finance and a career spanning both corporate banking and boutique advisory, Benjamin Peters is a director at DBFS Wealth, where he offers clear-headed planning to business owners, retirees, and professionals.

💡 Why Benjamin’s work matters in 2025:

• 🏆 Known for guiding clients through transition periods—from inheritance and divorce to succession and retirement
• 💼 Certified Financial Planner and active advocate for risk-managed investing
• 🔍 Blends personal insights with technical know-how, offering goal-based financial strategies
• 📍 Has become a reliable partner for multi-generational family planning
• 🧭 Offers detailed estate, tax, and wealth transfer frameworks

Benjamin’s strength lies in calm, trustworthy leadership—particularly during life’s more complex financial chapters.

Vince Lam

plutusfinancialguidance.com.au | LinkedIn

Vince Lam is the founder of Plutus Financial Guidance, where his background as a CPA brings unmatched analytical precision to his financial advice. Based in Sydney’s West, Vince works with a growing clientele of first-generation Australians, young professionals, and small business owners.

💡 What makes Vince’s practice unique:

• 🧾 Deep knowledge of Australian tax law and small business planning
• 🌏 Culturally competent—offers multilingual services for Cantonese-speaking clients
• 📊 Provides integrated accounting and financial planning—a one-stop financial partner
• 🧑‍💼 Works frequently with trades, entrepreneurs, and medical professionals
• 🧠 Takes a holistic view: budgeting, investing, and debt strategies that are both practical and values-driven

Vince’s ability to distill complexity into clarity is exactly what makes him a favorite among Sydney’s hardworking professionals.

Marshall Brentnall

evalesco.com.au | LinkedIn

As a co-founder of Evalesco Financial Services, Marshall Brentnall is a powerhouse of innovation and team leadership. With a commitment to empowering both clients and advisors, he’s built a business that thrives on continuous learning and meaningful outcomes.

💡 Why Marshall belongs on your radar:

• 🧬 Co-created Evalesco’s Wellbeing Program—an integrative approach to wealth, health, and lifestyle
• 🎓 Passionate about advisor development and ethical succession planning
• 🌿 Advocates for positive aging and long-term care planning
• 💬 Known for making finance conversations feel personal, not transactional
• 🏆 Named in multiple national rankings for client satisfaction and innovation

Marshall is at the forefront of the advisor-as-mentor movement, where financial planning supports people, not just portfolios.

Mankit Tsang

tandemfinancial.com.au | LinkedIn

Founder of Tandem Financial, Mankit Tsang brings a unique focus on cross-border financial advice, helping clients navigate Australian and international assets, pensions, and family structures.

💡 Why Mankit is a standout in 2025:

• 🌏 Fluent in the complexities of international superannuation, investment, and tax law
• 🧠 Ideal for expats, dual citizens, and globally mobile families
• 💡 Uses scenario planning and modeling to empower confident decisions
• 🧑‍💼 Serves many mid-career professionals working in tech, pharma, and academia
• 💬 Offers virtual services for overseas Australians and global clients

Mankit’s cross-cultural agility and international savvy make him an invaluable planner in today’s borderless financial world.

Joel Campbell

campbellfinancial.com.au | LinkedIn

A Certified Financial Planner with a refreshing, down-to-earth style, Joel Campbell leads Campbell Financial—a firm known for its transparent pricing and financial empowerment approach.

💡 Why Joel’s work is transforming client relationships:

• 🔍 Offers flat-fee services so clients know exactly what they’re paying for
• 🧩 Uses cashflow modeling to help clients see how today’s decisions shape tomorrow
• 🧘‍♂️ Specialiszes in financial wellness and stress-free planning for individuals and families
• 👨‍👩‍👧 Works closely with women in transition—divorce, widowhood, and career changes
• 📢 Frequently speaks on the importance of clarity, communication, and confidence in financial advice

Joel embodies the Digital Reference principle that good financial advice is life advice in disguise.

Sydney’s Financial Future Is Transparent, Tech-Savvy, and Client-Centric

From cross-border strategy to wellbeing-focused planning, Sydney’s top consultants are challenging the old norms and giving clients something more—guidance that fits into their real lives, not just their tax returns. The professionals we’ve spotlighted here aren’t just number-crunchers; they’re educators, innovators, and partners in progress.

Looking for more resources? Check out our other rising consultant!:

• Finance Consultants in NYC to Watch
• Finance Consultants in Houston to Watch
• Finance Consultants in San Francisco to Watch

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At Digital Reference, we believe finding the right consultant isn’t about credentials alone—it’s about fit, vision, and communication. Our mission is to help you discover advisors who don’t just know the markets—they know you.

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