Financial Advisors in Balmain

Financial Planner and advisors Balmain

Looking for financial advice in Sydney’s Inner West?

At Financial Spectrum, we focus on one thing – helping you live a great life by making the most of your money.

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Welcome to Financial Spectrum

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.

Financial Spectrum is a great company. My adviser is friendly, knowledgeable, and an expert in his field. Highly recommended.
Aimee, Sydney
Brenton's guidance and an "always on" service approach has been absolutely fantastic for my family and I. His friendly, proactive and strategic advice is always clearly explained and backed up by his support team who have been impeccable in looking after our requirements. I would recommend talking to them for...
Luke, Sydney
I initially spent a lot of time trying to find the right financial adviser, as the industry is completely saturated and everything I've previously was told has a specific agenda behind to it, pushed a certain product that benefited the adviser or just didn't make sense.  I found dealing with...
Blake, Central Coast
If you require any guidance or assistance with your finances, do not hesitate to reach out to Financial Spectrum. Greg and the team at Financial Spectrum are a group of authentic, sincere, and friendly financial planners. He prioritises getting to know you by asking the right questions without being in...
Grace, Sydney
I had the pleasure of meeting Greg from Financial Spectrum, who impressed me with his professionalism and attentive listening skills. He provided invaluable insights into the intricate web of financial decision-making, which ultimately enabled me to purchase my first home. I'm thrilled about the prospects of my future, and I...
Elisabeth, Sydney
Highly recommended team of advisors.
Caroline, Sydney

What sets us apart from other Balmain financial advisors

We’re a bit different to other financial advisors in the Inner West community. We are a private and locally-owned financial planning practice, which means we work solely for the benefit of our clients and not for the financial institutions whose products we may recommend. We charge a fee for our services and take no commissions from banks, fund managers, insurers or other financial organisations. Whether you invest in shares, purchase property or increase your superannuation, our compensation remains the same. You get solutions — not products — to give you a financial edge.
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WE'RE AWARD WINNING FINANCIAL PLANNERS AND ADVISORS

Uncompromised, expert financial advice

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.

We can get you the future you want

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

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.

Complimentary financial strategy session for Inner West clients

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.

Book your free strategy session

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.

Contact our Balmain financial planners

Level 1, 374 Darling Street
Balmain

 NSW 

2041