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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 Balmain 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.

With a team of financial advisors and support personnel, all dedicated to helping you live a great life, we offer the full spectrum of financial planning and accounting services.

We needed direction, including making decisions about investing in Australia or Ireland, where we’re from. Financial Spectrum has the experience to help us to decide on the right thing to do. And we were able to pay for the advice from our superannuation, which made a massive difference.
Brid, Sydney
We were cruising and wanted help to take charge and make some big financial decisions. Financial Spectrum took care of the boring parts to get it down to the key decisions to make. And we knew their recommendations were impartial, which was really good.
Jessica, Sydney
Financial Spectrum never tried to sell me something. They asked me the right questions; they listened; and they’ve educated me. Now they’re where I send my friends and colleagues who need financial advice they can trust.
Emma, Sydney
We were referred to a financial planner at Financial Spectrum by a friend of ours. We are so glad that we contacted them. We can honestly say that booking that first appointment was a turning point in our lives.
Patrick and Louise, Sydney
I was referred to Financial Spectrum by my long term accountant. We knew that we needed to get strategic help and to put some structure to our finances. Financial Spectrum collaborated with us to develop well-defined goals and a financial strategy to match. The Financial Spectrum team is extremely knowledgeable,...
Richard, Sydney
The team at Financial Spectrum are experts in a complex area: specialising in creating financial solutions for up and coming young executives. They recognise that this group have special needs, and their wealth creation strategies and tax solutions are tailored specifically to suit. They are about strategy, not just products....
Toby, 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. 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 — we 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 or Bondi Junction 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