The first steps
Creating a long term financial plan
Getting the right advice
This ebooks helps recipients of a windfall or inheritance to make smart decisions and get your money working for you.
We consider wise spending, debt management, tax implications and creating a long-term financial plan. That way, you can enjoy the benefits both now and into the future, as well as honor any loved ones who have worked hard to make this opportunity available to you.
When it came to acquiring a lifestyle underpinned by financial security, Brenton Tong grew up in Sydney hearing, “People like us can’t do things like that.” He’s made a career out of proving that wrong for himself and for all kinds of clients who couldn’t see a way to the life they deserved, however hard they worked. He is now consistently ranked as one of Sydney’s top financial planners (Adviser Ratings).
Financial Spectrum is an independently owned financial planning practice with offices in the Sydney CBD, Bondi Junction and Balmain.
Because we’re independently owned financial planners, we’re not tied to any financial “products” and we reject commissions. Our focus is on delivering genuine value to you, our clients.