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 Eastern Suburbs locals trust for solid financial advice, consult the friendly team at Financial Spectrum. Through our Bondi Junction office, we provide our Eastern Suburbs-based clients with easy access to our expert team of financial planners.
You can expect the same award-winning 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 your requirements and helps you achieve your dreams.
Our Bondi Junction 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 have no product sales quotas to meet so we don’t put you into investments that give us a kick or push insurance on you that you don’t need.
In fact, we completely reject the commissions that are widespread throughout the industry. Instead, you pay for our time only 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 buy a home, start that business or simply travel more often — from the macro to the micro — our Bondi Junction financial planners can get you the future you want
Our goal is to help you achieve yours, by creating a financial plan that’s completely tailored to you. We’ll dig into your current financial situation, 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 creating holistic strategies which also enhance your quality of life. We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.
Conveniently located in Bondi Junction Westfield, we serve clients throughout Sydney’s Eastern Suburbs and beyond. In you live outside of the Eastern Suburbs, or if it simply makes life easier, we also offer consultations via Zoom, or at our Sydney CBD, Balmain or Chatswood offices.
To get a feel for what it’s like to work with us, we can arrange a free financial strategy session with one of our Bondi Junction financial advisors. It will give you the opportunity to see how we can help you, and you’ll get some useful tips to make the most of your money along the way. If we’re not the right fit for you, then there is no obligation to proceed.
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
