When we present you with your financial strategy, if we’re unable to deliver measurable savings to you over and above the fees you pay, we’ll refund you 100%. No questions asked.
We are a privately owned, fee for service financial planning and accounting practice. We have no ties to the banks or financial products, so you can be assured that you're getting the right advice for your individual needs.
We take a holistic view of your life and goals, and then combine your personal objectives with our research, scenario modelling and expertise to craft a plan tailored to your financial aspirations. It’s much more than just where to invest, it’s about how best to approach your life to give you the results you’re after.
Our team of highly qualified accountants provide strategic, practical and prudential advice across all aspects of accounting, tax, audit and business advisory, giving you the convenience of streamlining your financial affairs.
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.
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.
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.
