Choosing a financial planner can be a confusing process, but it’s critical to find one that you can trust with your future. As a professional financial planning organisation, we strongly advise a thorough due diligence process.
In this ebook we share how a financial planner could benefit you and what you should be looking for when chosing one.
This ebook explains what you need to be looking for when selecting a financial planner that’s the right fit for your needs.
We consider factors such as licensing, registration, professional credentials, payment structures, conflicts of interest and identifying the specific services you need.
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.
Financial Spectrum Pty Ltd,
ABN 65 164 212 524
Corporate Authorised Representative of Climb Wealth Pty Ltd, Licence 409424
The Information provided is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information presented you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. We highly recommend you seek professional advice to check how the information relates to your unique circumstances. Financial Spectrum is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided.
© 2022 Financial Spectrum
