Our response to limit the spread of COVID-19 | Read here
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Choosing the right financial planner

Choosing a financial planner can be a difficult process. It’s important to find one that you can trust with your financial future.  As a professional financial planning organisation, we strongly advise a thorough due diligence process. In this eBook we tell you what you should be looking for, including appropriate licensing, registration, professional credentials, payment structures, conflicts of interest and identifying the specific services you need.

What you’ll learn about in this free ebook:

  • Why you should use a financial planner
  • The role of a financial planner
  • The financial planning process
  • Things to consider before engaging a financial planner
  • Finding a financial planner
  • The first meeting
Download the guide
What you’ll learn about in this free ebook:
  • Why you should use a financial planner
  • The role of a financial planner
  • The financial planning process
  • Things to consider before engaging a financial planner
  • Finding a financial planner
  • The first meeting
Download the guide
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  02 8238 0888

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Our response to limit the spread of COVID-19

  • As COVID-19 continues to spread, we would like to take a moment to let you know what Financial Spectrum is doing to respond.While we haven’t been directly affected with any confirmed cases, we are taking all reasonable precautions to remain safe.Our priorities are:
    1. Keep our staff and clients safe
    2. Stay fully operational in our service delivery and continuing to manage your financial affairs
    3. Play our part in minimising the impact on our community against the spread of COVID-19

    Financial Spectrum has the technology, infrastructure and systems to continue business as usual remotely and our staff will now be working from home.

  • You should notice no change to our service, with the exception that we are encouraging our clients to meet via video call, rather than face to face, unless requested. We will be contacting all clients with meetings booked over the next two weeks with instructions for a video call.This is an evolving situation and we will continue to monitor developments. We will keep you informed of any material changes to our approach.These are unprecedented times and we understand that many of you will be feeling unsettled about your finances. We would like to assure you that we are open for business and are here to help you. If you don’t have a meeting booked but would like one, or if you have questions, please contact us at info@financialspectrum.com.au or on
    02 8238 0888

Brenton Tong

Managing Director

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