About Financial Spectrum

No banks.
No commissions.
Just great advice.

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.

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What’s different about our financial planners

You’ll find two things different about us:

  1. the questions we ask, and
  2. 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.

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

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, property specialists and mortgage brokers, 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, Balmain and Chatswood, 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

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.

The Centre for Financial Wellbeing

The 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.

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.