I was referred to Financial Spectrum by my long term accountant. We knew that we needed to get strategic help and to put some structure to our finances. Financial Spectrum collaborated with us to develop well-defined goals and a financial strategy to match.
The Financial Spectrum team is extremely knowledgeable, responsive and proactive, when it comes to all things financial. My wife and I believe over the next ten years we will be able build our wealth to a level which will enable us to retire comfortably. We are confident that the team at Financial Spectrum will work with us to achieve our long term financial goals.
- Richard, Sydney NSW
The team at Financial Spectrum are experts in a complex area: specialising in creating financial solutions for up and coming young executives. They recognise that this group have special needs, and their wealth creation strategies and tax solutions are tailored specifically to suit. They are about strategy, not just products. My experience with them has always been positive—and it’s easy to recommend them to young executives as they thoroughly understand the unique and demanding challenges they face.
- Toby, Sydney NSW
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 NSW
We first met Financial Spectrum last year when my husband was recovering from a surgery and we were not sure if he would even get his job back. Our financial planner used his amazing knowledge and skills to help us plan our future and to date I should say, he and his team have never failed to help us, giving us advice, strategies on investing and SMSF. He has always been there for us whenever we needed his advice organizing face to face meetings, quickly responding to our phone calls & emails, sometimes even at 2am. He has thorough knowledge and up to date with the current market. I would definitely recommend Financial Spectrum to anyone in need of any Financial Advice. We would rate him 10/10.
- Shane & Suzette, Sydney NSW
The team at Financial Spectrum have been a huge help to my wife and I. Our planner has given really helpful advice including the development of a SMSF. We feel like he has taken considerable time to understand our unusual circumstances and has tailored to them. We feel understood, significantly helped and generously cared for. His advice has been very helpful to our marriage because we are not left on our own speculating about the future.
- Chris & Kerry, Chatswood NSW
After choosing Financial Spectrum as my financial adviser I have a better understanding of my financial situation. Their expertise and industry knowledge have equipped me to develop clear goals and a step-by-step plan to achieve them. It was daunting with the complexities of my trust and company structure, but Financial Spectrum's approach has made it simple and easy to digest. They are consistently professional whilst remaining approachable and personable day in and day out.
- Jake Cunningham, NSW
Having worked in the financial services industry myself, I sought a Financial Planner who had the analytical and problem solving creativity skills that I was in need of with a strategic and holistic approach. Given the extent of conflict of interest in the Financial Planning industry, it was a relief to have found Financial Spectrum who I can confidently say look after my needs ahead of their own. Having worked with them since 2003, Financial Spectrum have become my go-to people with regards to advice and analytics. Nothing is too much to ask, and I find their approach refreshing, creative and reassuring. I’d highly recommend the team at Financial Spectrum for Financial Planning if you’re searching for a team to trust with your future.
- Janar Weerasingam, NSW
We were referred to a financial planner at Financial Spectrum by a friend of ours. We are so glad that we contacted them. We can honestly say that booking that first appointment was a turning point in our lives.
- Patrick & Louise, NSW
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
We cannot thank you enough for your fantastic investment advice. We could not have imagined four years ago that our $40,000 investment would now be worth $250,000. Thank you to our financial planner!
- Sid & Melanie, NSW