Untitled-1

Financial planning for your life.

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

Find out more
Untitled-1
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 the 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 starting 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.


Find out more Talk to an expert

Resources

Blog

Make the most of your money with our latest money saving insights, tips and hacks.

View blog

Ebooks

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

View ebooks

Calculators

Benchmark your financial position, get direction 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.


Call us for a free strategy session
Untitled-2 Untitled-2

Arrange a call back

Looking for something?