Our response to limit the spread of COVID-19 | Read here
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Financial planning for your life.

We’ll take the time to understand where you want to go and give you options to get there.

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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.

Find out more

Financial Spectrum never tried to sell me something.  They asked me the right questions; they listened; and they’ve educated me. Now they’re where I send my friends and colleagues who need financial advice they can trust.

Emma, 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

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 and Melanie, NSW

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.

Find out more

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.


Find out more Talk to an expert

Resources

Blog

Stay informed with our latest money saving insights.

View blog

Videos

Make the most of your money with our video tips and hacks.

View videos

Ebooks

Get savvy on topics relevant to you with our ebook series.

View ebooks

Calculators

Benchmark your financial position and stay motivated to reach your goals with our financial calculators.

View calculators
Talk to us

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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Our response to limit the spread of COVID-19

  • As COVID-19 continues to spread, we would like to take a moment to let you know what Financial Spectrum is doing to respond.

    While we haven’t been directly affected with any confirmed cases, we are taking all reasonable precautions to remain safe.Our priorities are:

    1. Keep our staff and clients safe
    2. Stay fully operational in our service delivery and continuing to manage your financial affairs
    3. Play our part in minimising the impact on our community against the spread of COVID-19

    Financial Spectrum has the technology, infrastructure and systems to continue business as usual remotely and our staff will now be working from home.

  • You should notice no change to our service, with the exception that we are encouraging our clients to meet via video call, rather than face to face, unless requested. We will be contacting all clients with meetings booked over the next two weeks with instructions for a video call.This is an evolving situation and we will continue to monitor developments. We will keep you informed of any material changes to our approach.

    These are unprecedented times and we understand that many of you will be feeling unsettled about your finances. We would like to assure you that we are open for business and are here to help you. If you don’t have a meeting booked but would like one, or if you have questions, please contact us at info@financialspectrum.com.au or on
    02 8238 0888

Brenton Tong

Managing Director

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Google Rating
5.0

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