Financial Spectrum is a great company. My adviser is friendly, knowledgeable, and an expert in his field. Highly recommended.
Aimee, Sydney
At Financial Spectrum, we focus on one thing – helping you live a great life by making the most of your money.
When you want a financial planner that Inner West residents trust for common-sense financial advice, consult the friendly team at Financial Spectrum. Through our Balmain office, we provide our Inner West-based clients with convenient access to our experienced team of financial planners.
You can expect the same high-quality service as you would in our Sydney CBD offices, delivered though our trademark client-centred advice process. We take the time to understand exactly what you would like to achieve in your life and put together a custom-designed road map that supports all of your requirements and helps you achieve your dreams.
Our Balmain financial planners and support personnel are all dedicated to helping you live a great life and offer the full spectrum of financial planning and accounting services.
We don’t put you into investments that pay commission to us or sell you insurance on you that you don’t need.
We completely reject the commissions — a feature which sets us apart in the financial planning industry and has awarded us most trusted financial advice practice in Sydney. Instead, you pay for our time and can therefore trust that you’re getting uncompromised, expert financial advice that benefits you in all areas of your life.
Because our focus is solely on you, not a product catalogue, our advice could range from shares, property and SMSFs to getting your kids a private education.
Whether you want to renovate your home, retire sooner, or simply travel more often — from the macro to the micro — our Balmain financial planners can get you the future you want for you and your family.
Our goal is to help you achieve yours, by creating a financial plan that’s completely tailored to you.
We’ll analyse your current financial situation and explore your lifestyle requirements and dreams for your future. Then we create a custom-designed roadmap to get you where you want to be.
We’re a leader in the financial advice industry with years of experience behind us. We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.
From our Balmain office, we serve clients throughout Sydney’s Inner West and beyond. If you live outside of the Inner West, or if it simply makes life easier, we also offer consultations via Zoom, or at our Sydney CBD, Bondi Junction or Chatswood offices.
Come sit down for a chat with one or our Balmain financial advisors to see how we can help you with a complimentary, no obligation financial strategy session. It will give you the opportunity to see what we offer, and you’ll get some useful tips to make the most of your money along the way.
You can rely on us to provide you with uncompromised, expert financial advice.
We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.
Find out how with your free strategy session.
Phone: 02 8238 0888
Email: info@financialspectrum.com.au
NSW
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
