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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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
Because we’re privately owned financial planners, we’re not tied to any financial “products”. We reject commissions. Charging a flat fee for our expertise means our advice is never compromised.
Big-picture analysis
Being unbound from commissions means we’re always able to recommend the best products. But more than that, it’s about staying independent of “products” altogether. With our independent 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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Benchmark your financial position and stay motivated to reach your goals with our financial calculators.
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