OUR INSIGHTS HAVE BEEN REPORTED IN

Financial Spectrum is a great company. My adviser is friendly, knowledgeable, and an expert in his field. Highly recommended.
Aimee, Sydney
Brenton's guidance and an "always on" service approach has been absolutely fantastic for my family and I. His friendly, proactive and strategic advice is always clearly explained and backed up by his support team who have been impeccable in looking after our requirements. I would recommend talking to them for...
Luke, Sydney
I initially spent a lot of time trying to find the right financial adviser, as the industry is completely saturated and everything I've previously was told has a specific agenda behind to it, pushed a certain product that benefited the adviser or just didn't make sense.  I found dealing with...
Blake, Central Coast
If you require any guidance or assistance with your finances, do not hesitate to reach out to Financial Spectrum. Greg and the team at Financial Spectrum are a group of authentic, sincere, and friendly financial planners. He prioritises getting to know you by asking the right questions without being in...
Grace, Sydney
I had the pleasure of meeting Greg from Financial Spectrum, who impressed me with his professionalism and attentive listening skills. He provided invaluable insights into the intricate web of financial decision-making, which ultimately enabled me to purchase my first home. I'm thrilled about the prospects of my future, and I...
Elisabeth, Sydney
Highly recommended team of advisors.
Caroline, Sydney

Tailored financial planning for your life goals

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 be financially independent 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.

We provide financial advice that’s tailored to your needs and what you want out of life.  We’ll take the time to understand where you want to go and give you the options to get there.

Who we are

Financial Spectrum is a privately-owned, fee-for-service financial planning practice with offices in Sydney CBD, Balmain, Bondi Junction and Chatswood.

You don’t need to be in Sydney to use our financial planning services, or even step into our offices. We help clients all over Australia and can offer meetings via Zoom if you live outside of Sydney, or it simply makes life easier.

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WE'RE AWARD WINNING FINANCIAL PLANNERS AND ADVISORS

What sets us apart

We look out for your bottom line, not our own

When it comes to you, we’re always asking ourselves one question — will this decision advance your financial future?

We’re privately owned, so we’re not answerable to outside stakeholders who might try to put profit ahead of clients. We have no investment product sales quotas to meet. No boss forcing us to push products on you. Our only boss is your bottom line.

We charge a flat fee for our expertise and completely reject commissions — a feature which sets us apart in the financial planning industry.  Whether you invest in shares, purchase property or increase your superannuation, our compensation remains the same.

We provide solutions — not products — to give you a financial edge.  That’s what makes us the financial planner Sydney residents trust with their life’s savings.

You can, too. 

Research-driven financial strategies, custom-designed for you

We’re a different kind of financial planner. We make financial planning personal.

We don’t take a cookie-cutter approach to financial planning for you. And it’s certainly not geared around selling you investments that will kick back to us — we completely reject the commissions that are widespread throughout the industry.

Rather, our process involves digging into your current financial situation, goals and dreams for your future. Then we create a custom-designed roadmap to get you there.

More than financial planners – we’re life planners

We take your trust seriously — we want to help you live your best life, and there’s a lot more to that than simply encouraging a trendy investment portfolio.

Rather, we’ve become recognised as a financial advisor Sydney residents can trust by providing holistic strategies which help you to become financially independent and also enhance your quality of life.

Financial advice and planning covers a broad range of issues. Do you need to develop a strategy for better day-to-day saving? Do you need to work out a way to give your children a private education? Or do you need a more sophisticated investment strategy to guarantee a better future for you and your family?

We’re a leader in the financial advice industry with years of experience behind us. Come sit down for a chat and see what we can offer you.

Book your free strategy session

We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.

Find out how with your free strategy session.

Financial planning resources

Financial advice goes way beyond just placing your funds into an investment account.

Our team of financial planning and accounting experts have created a series of resources that empower you to take better charge of your financial life.

Whether you want to get on the property ladder, to prepare for a baby, or pay less tax, there is something for everyone.

Calculators

Calculators that help you crunch the numbers, whether you need to know where you are on your financial journey or how you’re doing on your budget.

Blog

Blog posts and e-books that cover everything from the latest money hacks, to how to set your children up for financial success, through to how to manage arguments about money, one of the leading causes of divorce.

Videos

Videos that teach you about savvy investing and what kinds of insurance you need to protect you and your family.

Frequently asked questions

Financial Spectrum financial planners help you make smart decisions with your money so that you can get all you want out of life. We do this through a strategic financial modelling process, focussed on understanding you, what you want in the future and modelling different strategies to get you there.

 

Our financial advice is so much more than just investing and covers a broad range of issues. Would you like a strategy to buy your first property? Would you like to work out a way to give your children a private education? Or do you need a more sophisticated investment strategy to guarantee a better future for you and your family?

Financial advisors can give you an “edge” on your future.  By working with a financial advisor you may be able to achieve more than you ever thought possible or reach your goals faster.  Financial advisers are likely to know ways to get you to where you want to be that you may not have considered or even know about.  They also help you take control of your money and give you confidence in your future.

It’s a common misconception that you need to be wealthy to see a financial adviser.  Most of our clients have never seen a financial adviser before deciding to work with us.  Many come to us for help with a strategy for better day-to-day saving, buying their first home or starting a family.

You’re never too young or old to receive quality financial advice.  Whether you want to buy your first home, expand your family, start a business, fund children’s education or retire sooner, our financial advisers help people at all stages of their lives.

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.

Book a complimentary financial strategy session.