About the company
Blue Lantern Financial Services is a financial advisory practice based in Sydney. It operates on a fee-for-service model, with more than 75% of income derived from fees and the remainder from insurance brokerage. Investment commissions are rebated in full.
The practice provides independent financial advice to young professionals, growing families, and clients in pre- or post-retirement planning. Its services include financial planning, superannuation and SMSFs, retirement, property, shares, risk and insurance, lending, investments, and estate planning. The practice's advisory success has been built through referrals from existing clients.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Have been with Blue Lantern Financial Services for nearly 8 years for all our refinancing and investment properties and they have been fantastic to work with. They’re professional, clear in their advice, and genuinely focused on helping clients make confident financial decisions. We felt supported with every step of the way and really value their expertise. Thanks Joe and the team.
Thanks to Joe at Blue Lantern for refinancing our existing loans and assisting us with our new purchase at the same time. Love your work. Cheers mate, we really appreciate your efforts. Deb and Geoff P
Joe and the team at Blue Lantern have been assisting with our private finances and SMSF for over 10 years now and words cannot express the thanks and appreciation I have for them. They have made it so easy to finance, re-finance, update, renew, everything. Nothing was too hard and they were always there ready to help. I would highly recommend them to anyone needing assistance or just advice.
Joe and his team at Blue Lantern Financial Services were incredible to work with. They took the time to clearly explain every step of the process and made sure I felt comfortable and informed throughout. Their professionalism, attention to detail, and genuine care for their clients truly set them apart. I couldn’t be happier with the service I received—highly recommended!
Ben at Blue Lantern Financial Services has been absolutely amazing! At a stage in life where we’ve got young kids, a mortgage, and want to secure our financial future with the right safeguards in place, his guidance has been invaluable. He’s professional, responsive, and takes the time to explain everything clearly, making what could be a stressful process feel easy and well thought out. We really appreciate his expertise, attention to detail, and friendly approach — nothing is ever too much trouble. We couldn’t recommend Ben and the Blue Lantern team highly enough!
Joe and his team were incredibly helpful throughout the entire process, guiding my wife and me every step of the way and making everything so easy. They were always available to chat, answer any questions, and provide support. Once again, thank you for assisting us with the bank loan process.
We have engaged with Blue Lantern for the past 4 years and it has been a productive relationship. The process, engagements and outcomes meet all our expectations and we are always assured of the best outcomes. What I also value in Blue Lantern, is the access to advisors and brokers - we talk on the phone and sort things out in a timely manner.
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 | Blue Lantern Financial Services (this page) | ★ 5,0 | 22 | No |
| 2 | Sydney Private Advisory | ★ 5,0 | 11 | No |
| 3 | Sydney City Financial Planning | ★ 5,0 | 10 | No |
| 4 | Sheffield Financial Group | ★ 5,0 | 19 | No |
| 5 | Ethinvest | ★ 5,0 | 1 | No |