Financial Advisors & Planners Sydney
Financial planning for your life.
We’ll take the time to understand where you want to go and give you options to get there.
Our insights have been reported in:
your success
There are two principal ingredients to a financial plan that sets you up with a clear path to success.
The first is money (although you don’t need money to start a financial plan)
The second ingredient is just as important.
It’s you.
Planning to achieve financial security with a financial adviser who doesn’t understand your relationship with money is like trying to lose weight with a trainer who doesn’t understand your relationship with wine and the Good Food Guide.
Who we are
Financial Spectrum is a privately-owned, fee-for-service financial planning practice
with offices in Sydney CBD, Rozelle and Bondi Junction.
Uncompromised advice
Financial Spectrum rejects commissions. Charging a flat fee for our expertise means our advice is never compromised. Because we’re privately owned financial planners, we’re not tied to any particular financial products either. Instead, we’re always able to recommend the best products for your unique situation.
Big-picture analysis
With our objective mindset we can step back far enough to look at the whole picture — your life and how you want to live it. Only when we understand that do we get into the detail of how we create the perfect financial future for you.
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Resources
Calculators
Benchmark your financial position and stay motivated to reach your goals with our financial calculators.
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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.
