Hunter Financial
About the company
Hunter Financial is a financial advisory and planning firm based in Newcastle, established in 2004 by Philip Smith. Smith serves as Managing Director and Senior Financial Advisor. He holds a Commerce degree from the University of Newcastle and previously worked in Business Services at PricewaterhouseCoopers (PwC).
Hunter Financial is an authorised representative of Count Financial Limited. Smith was recognised as the Count Financial Advisor of the Year in 2023, 2024 and 2025. In 2020, the firm renovated its Hunter Street office into a modern, multi-level workspace. Services include wealth creation, retirement planning, and investment strategy.
What customers say
Based on genuine customer reviews
Hunter Financial is listed as a financial planner with a practice in Newcastle, New South Wales, and has accumulated 79 reviews averaging 4.9 out of 5. The listing places it within the directory's financial planning practice category. The rating and review count are drawn directly from the practice's public Google Business listing.
Reviews
Reviews are taken from publicly available sources.
We are extremely pleased with the way Phil and Andrew are looking after our finances in retirement and keeping us updated
I recently had my initial meeting with Kelly and came away feeling really positive about the experience. She was friendly and knowledgeable and took the time to understand my goals. It was a relaxed and enjoyable first meeting and I appreciated the genuine interest and down-to-earth approach shown by both Kelly and Phil. I'm looking forward to seeing the strategy they put together and continuing the journey with the team.
Absolutely professional service from the whole team. They gain a clear understanding’s of your requirements and provide advise and frameworks to get the best results.
Phil and the team at HFP have made our mum’s transition from working to retirement stress free. The transition has been done with care and understanding from all staff we have had contact with. Mum is now enjoying maximum growth from her investments under Phil’s guidance and will remain financially stable for the future.
Phil, Jake and the team have made our transition toward retirement feel genuinely exciting. They are highly professional, incredibly personable, and consistently go above and beyond to ensure we feel confident and supported. Their advice is clear, thoughtful, and always tailored to our needs. Most importantly, they are trustworthy and an absolute pleasure to deal with. We couldn’t recommend them highly enough.
First time dealing with H/F and the experience was very informative. Moving forward I feel the expertise that H/F portray will make life a bit easier than it is now. We have a long way to go.
Such a comprehensive, pleasant and confidence inspiring experience - we finished our meeting feeling confident and comfortable - we did not feel rushed and Philip really took the time to understand our needs and requirements at our stage of life going forward. We would highly recommend to young and old alike if you are wanting a very refreshing customer centric company. Well done Hunter Financial!
Financial advisers & planners in Newcastle 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 Newcastle are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Progressive Financial Planners | ★ 5,0 | 55 | No |
| 2 | Ironbark Advice Newcastle | ★ 5,0 | 25 | No |
| 3 | KLM Financial Planners | ★ 5,0 | 13 | No |
| 4 | Lush Wealth - Financial Planning Advice - Newcastle, Sydney and online Australia wide | ★ 5,0 | 10 | No |
| 5 | Bottrell Wealth Newcastle Financial Planning | ★ 5,0 | 9 | Yes |
| 10 | Hunter Financial (this page) | ★ 4,9 | 79 | No |