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About Us

No banks.
No commissions.
Just great advice.

Financial Spectrum is a privately owned, fee-for-service financial planning practice. We have no connections to banks or other financial institutions (and we never have). We’re not interested in selling financial “products”; we’re interested in putting our clients on their own path to the future they envision for themselves.

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Our insights have been reported in:

 

Because our focus is solely on our clients, not a product catalogue, our advice ranges from shares and property to banking the most frequent-flyer miles. We’re able to advise on whatever it is — from the macro to the micro — that will get you to the future you want.

What’s different about our financial planners

You’ll find two things different about us:

  1. the questions we ask, and
  2. the energy we put into listening to your answers

Money is like food and wine. It’s not always about how much you need or how much you have: it’s about how you feel about it. We know how to uncover your relationship to money.

That’s how we can write a financial plan that you’ll do more than stick to — you’ll enjoy implementing it.

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We were cruising and wanted help to take charge and make some big financial decisions. Financial Spectrum took care of the boring parts to get it down to the key decisions to make.  And we knew their recommendations were impartial, which was really good.

Jessica, Sydney

Our Financial Planner seems to know everyone and have a fair grasp of everything financial. Having spoken with innumerable financial advisors over the years, he is the only one that we had confidence in.  As well as being an expert in his field, he is also a great guy making dealing with him both productive and enjoyable.

Chris, Sydney

I have been extremely happy with the service Financial Spectrum has provided. I would gladly recommend them to anyone wanting a truly talented group of financial planners on their side.

Sam, NSW

What’s different about our financial planners

You’ll find two things different about us:

  1. the questions we ask, and
  2. the energy we put into listening to your answers

Money is like food and wine. It’s not always about how much you need or how much you have: it’s about how you feel about it. We know how to uncover your relationship to money.

That’s how we can write a financial plan that you’ll do more than stick to — you’ll enjoy implementing it.

Find out more

You don’t have to handle the detail

We’ll do the research to discover the best choices for you. Then we’ll guide you through the options. You’ll make the decisions but we do the work.

We’ll talk to your super fund, insurers, other advisers and to anyone necessary to make things happen. That’s what we’re here for.

We even have in-house accountants so you don’t need to go back and forth between multiple advisers.

And when it comes to keeping you on track, we can check in to hold you accountable, like a human Fitbit for your finances.

Talk to an expert

Meet our team

Brenton Tong

Managing Director


Thomas Wang

Accounting Director


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Guaranteed
value

We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.


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