Personal finance Archives - Financial Spectrum

Personal finance

5 essential tips for setting up an SMSF

Self-managed super funds (SMSFs) are gaining popularity in Australia, but they’re not as easy to manage as you might think. Here are five key points to consider before taking the plunge.

How a pronup can improve your relationship

Planning for financial success before entering into marriage could save you a lot more than just money.

5 hidden financial mistakes you don’t know you’re making

They’re the hidden financial blunders that lurk beneath your money matters. Do you know them?

How much do you really need to retire?

It’s the question on the lips of almost every Australian who’s approaching retirement age: how much do you need to retire? We break it down for you here.

Are reward programs really worth it?

They’re the seemingly simple little cards gifted to you by big retailers and airlines, but are reward cards and loyalty schemes all they’re cracked up to be? We take a look at the pros and cons.

6 ways to make money fast

Need to make some quick cash? Here’s your guide.

What you need to know for the new financial year

It’s a new financial year and there are a host of changes to tax, super and minimum wages that you should know about. Read on to learn more.

Important changes to super you need to know about

Important changes are happening to super which could mean you lose your life insurance. Here’s what you need to know.

5 ways to get control of your money in the new financial year

The new financial year is a great time to get your finances in order and take control of your money.

9 hacks to stretch your household budget further

Becoming diligent about your everyday household spending could return thousands of dollars a year into your budget.

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Google Review

Google Rating

5.0

Financial Spectrum - Financial Planners Sydney

5.0

Allison Heller

04:41 15 Oct 18

Brenton is a smart, savvy and friendly advisor who has worked closely with me to understand my financial drivers and aspirations, and to create a whole new financial trajectory for my future during the past three years.

Rebecca Hanifin

04:55 20 Sep 18

Brenton genuinely cares about his clients. He’s the first adviser that I’ve met that’s taken the time to get to know me and understand my goals, challenges, hopes and fears. He’s very empathetic and there isn’t much I haven’t shared with him! Brenton was able to help me with everything I needed, including developing an investment strategy, switching my super to a fund with lower fees, putting insurances in place to protect my son and I, establishing my will and estate plan and changing my business structure to reduce my tax obligations. Thanks to Brenton, all of the financial tasks that have been hanging over my head for years are now all sorted and it feels great! I have so much more clarity and confidence about my current financial position, what I can achieve in the future and what I need to do to get there.

Michael P

23:41 11 Sep 18

Was sceptical at first but was extremely pleased with every part of my experience. All the staff were friendly and helpful especially Hanna. The planner, Brenton was very knowledgeable and made everything easy for me with little finance knowledge able to understand. Highly recommend for everyone!

Michael Burton

06:33 16 Jul 18

We have been clients of Brendon for over a year now and how our lives have changed. Previously we could see no possible way we would be able to retire comfortably and be debt free, but Brendon gave us a road map to get to that point in four years. Twelve months after committing to follow the his road map to retirement we are on course to our retirement. Thank your once again mate you have given us our lives back.

Terry Stuchfield

07:33 30 Apr 18

If you want a knowledgeable and honest financial advisor you can trust, I recommend you talk to Brenton Tong of Financial Spectrum. About four years ago when I was considering retiring I needed someone to review our financial situation and tell me if we had enough funds to retire. I searched for a financial advisor that was charging a fee for service rather than taking commission for products sold. My search came up with Financial Spectrum and I have been impressed with Brenton and his team ever since.

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