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What’s different about our financial planners
You’ll find two things different about us:
- the questions we ask, and
- the energy we put into listening to your answers
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.
You don’t have to handle the detail
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.
Certified Financial Strategist
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.
Independently Owned Financial Professionals
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.
Association of Financial Advisers
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.
Meet our team
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.