I can already see why you and your colleagues at Financial Spectrum have the customer reviews you do, and I imagine it only gets more impressive from here on out.
Heidi, Sydney
Financial Spectrum is a privately owned, fee-for-service financial planning practice. We have no connections to banks or other financial institutions (and we never have). We’re not interested in selling financial “products”; we’re interested in putting our clients on their own path to the future they envision for themselves.
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You’ll find two things different about us:
Money is like food and wine. It’s not always about how much you need or how much you have: it’s about how you feel about it. We know how to uncover your relationship to money.
That’s how we can write a financial plan that you’ll do more than stick to — you’ll enjoy implementing it.
We’ll do the research to discover the best choices for you. Then we’ll guide you through the options. You’ll make the decisions but we do the work.
We’ll talk to your super fund, insurers, other advisers and to anyone necessary to make things happen. That’s what we’re here for.
We even have in-house accountants so you don’t need to go back and forth between multiple advisers.
And when it comes to keeping you on track, we can check in to hold you accountable, like a human Fitbit for your finances.
At Financial Spectrum we are a privately owned, fee for service financial planning and accounting practice.
We work with you to develop tailored financial strategies to help you reach your goals and lifestyle aspirations.
We have offices in Sydney’s CBD, Bondi and Balmain, are members of the Association of Independently Owned Financial Professionals and are Certified Financial Strategists.
We’re proud to hold Certified Financial Strategist accreditation, giving you the peace of mind that we are acting in your best interests with reliable information and advice in a cost-effective and conflict-free manner.
We’re a member of the Association of Independently Owned Financial Professionals, giving you the assurance that we make the best decisions for your situation without the conflicting influence of institutional ownership.
We’re a member of Australia’s leading financial advice association, the Association of Financial Advisers (AFA). It is the longest-standing association representing financial advisers and their clients in Australia.
Not everyone in our community has the same access to quality financial advice.
At Financial Spectrum we believe it’s important to support those who are less fortunate.
We donate money and employee time to two charities close to our hearts.
Centre for Financial Wellbeing is focused on improving the financial resilience, health and wellbeing of those who are vulnerable to financial stress.
The Smith Family supports disadvantaged Australian children to participate fully in their education, giving them the best chance at breaking the cycle of disadvantage.
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.
The Information provided is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information presented you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. We highly recommend you seek professional advice to check how the information relates to your unique circumstances. Financial Spectrum is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided.
© 2021 Financial Spectrum
Financial Resilience Australia is focused on improving the financial resilience, health and wellbeing of those who are vulnerable to financial stress.
COVID-19 has amplified complex social challenges such as the lack of financial inclusion, capability, resilience and wellbeing across the world. Financial Resilience Australia helps to improve the financial resilience of everyday Australians by building their capabilities and creating partnerships to enable business leaders, policy makers and cross-sectoral innovators to also take action within their own sphere of control.
We hope that our support and employee time helps to bring positive change in these areas. You can find out more about the work of Financial Resilience Australia and how you can support them here.
The Smith Family supports disadvantaged Australian children to participate fully in their education, giving them the best chance at breaking the cycle of disadvantage.
One in six Australian children live in poverty, and need support and resources to make the most of their education. The Smith Family provides learning support and mentoring programs to help children in need to fit in at school, keep up with their peers and build aspirations.
We hope that our contribution helps these children to feel more empowered to create a better future for themselves. Find out more about the work of The Smith Family and how you can support them here.