About the company
Diamond Blue Financial Services is a privately-owned financial advisory firm based in Sydney with clients Australia-wide. The business is operated by EFDB Pty Ltd trading as Diamond Blue Financial Services. It is a practice member of the Association of Independently Owned Financial Professionals (AIOFP). The team brings over 100 years of experience.
The business accepts commissions from Risk and past Financial products. The firm offers services including Wealth Creation and Investment strategies, Self-Managed Superannuation, Superannuation, Retirement Planning, Debt and Risk Management, Estate Planning/Wills/Trusts, Insurance, Mortgages and Lending, and Taxation strategies.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I’ve been so fortunate to have met Diamond Blue Financial Sercices Team. They’ve guided me through every step of my insurance and investment decisions and always taken the time to explain things in a way I can understand. I now feel so much more confident and organised with my finances. Highly recommend to anyone looking for a trustworthy and genuinely caring financial planner.
Diamond Blue Financial Services has been a game-changer for me. Their tailored approach, expertise, transparency, and excellent communication set them apart. Highly recommended!
Michelle and Lizbelle were fantastic. We switched life and income insurance providers and they made the process very easy and gave us clarity and confidence at each step.
We highly recommend Sophia and Ben from Diamond Blue - they provided and excellent service in helping us with our first mortgage, always prompt to answer questions and provide more information, it felt like a very seamless experience!
Sophia and Ben provided fantastic service and support during our refinancing. They were professional, diligent and patient and worked with us closely the whole way through to secure a great outcome.
Outstanding service from Ben and the team at Diamond Blue. Five stars and highly recommended!
A huge thanks to Ben and Sophia for sorting out my lending needs. Right from the very start, they have maintained an open dialogue and being transparent about the entire process. Their patience and dedication to get the best outcome shows a great level of professionalism and care. It has also been a very seamless process with most of the applications done electronically. I felt they have been very supportive and reassuring for all the questions I had. Even post settlement, they have maintained communication and checked in to see if everything was proper. Their in-depth knowledge and ability to work through a rather complex case is outstanding. I cannot thank them enough and will certainly recommend their detailed and personalised service! Keep up the amazing work! Thanks again!
Financial advisers & planners in Sydney compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Discovery Wealth Advisers | ★ 5,0 | 251 | No |
| 2 | AD Advisory ® Certified Financial Planner ® Sydney | ★ 5,0 | 78 | No |
| 3 | CFV Advisory (formerly CFV Services) | ★ 5,0 | 56 | No |
| 4 | Your Private Advisers, Independent Financial Planner Sydney | ★ 5,0 | 27 | Yes |
| 5 | Committed Financial Planning - Sydney | ★ 5,0 | 25 | No |
| 9 | Diamond Blue Financial Group (this page) | ★ 4,8 | 18 | No |