What’s in the 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

Why you should read this guide

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.

About the author

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).

About Financial Spectrum

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.

Download the guide and find the right financial planner for you

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