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
About Financial Spectrum
No banks.
No commissions.
Just great advice.
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.
our insights have been reported in
Because our focus is solely on our clients, not a product catalogue, our advice ranges from shares and property to banking the most frequent-flyer miles. We’re able to advise on whatever it is — from the macro to the micro — that will get you to the future you want.
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.
Our expertise
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.
Community Support
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.
Financial Wellbeing
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
The Smith Family supports disadvantaged Australian children to participate fully in their education, giving them the best chance at breaking the cycle of disadvantage.
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.
