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Financial Advisors in Bondi Junction

Financial Planner and advisors Bondi Junction

Looking for financial advice in Sydney’s Eastern Suburbs?

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 Bondi Junction 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.

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.

I can already see why you and your colleagues at Financial Spectrum have the customer reviews you do, and I imagine it only gets more impressive from here on out.
Heidi, Sydney
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

How we’re different to other Bondi Junction financial advisors

You may notice that we’re a bit different to other financial advisors in the Eastern Suburbs community. We are a privately-owned financial planning practice, so we’re not answerable to outside stakeholders who might try to put profit ahead of clients. 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 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.

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 buy a home, start that business or simply travel more often — from the macro to the micro — we can get you to the future you want

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 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.

Complimentary financial strategy session Bondi Junction and Eastern Suburbs clients

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 or Balmain 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.

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 Bondi Junction financial planners

Level 23, 520 Oxford Street
Bondi Junction