Financial Advisors in Sydney CBD

Financial Planner and advisors Sydney CBD

Looking for financial advice in Sydney?

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


Welcome to Financial Spectrum

If you are looking for an award-winning financial planner in Sydney CBD who is guaranteed to put your interests first, discover what one of our experienced advisors can do for you.

Using our trademark client-centered 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 Sydney financial advisors 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 distinguishes us from other Sydney CBD financial advisors

We are a privately owned financial planning and accounting firm, 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. This means you get solutions — not products — to give you a financial edge.
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Uncompromised, expert financial advice

Because we get no benefit from the financial products that we recommend, we will only suggest a particular product or course of action if we believe it will help you reach your goals and represents the best route to do so.

We are also able to offer the full suite of financial products, some of which other financial advisors may avoid because there is limited benefit to them personally.

What this means to you as our client is that you can rely on us to provide you with uncompromised, expert financial advice that is tailored to your individual needs.

We can get you the future you want

Because our focus is solely on our clients, not a product catalogue, our advice could range from a strategy for better day-to-day saving, to a more sophisticated investment strategy to guarantee a better future for you and your family.

Whether you want to retire sooner, get your children a private education, or simply travel more often — from the macro to the micro — our Sydney financial planners can get you 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 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, backed by years of experience. 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 Sydney CBD clients

From our centrally located Sydney CBD offices, we serve clients all across Sydney and beyond. If you live outside Sydney, or if it simply makes life easier, we also offer consultations via Zoom, or at our Balmain, Bondi Junction or Chatswood offices.

Whatever way you’d like to work with us, arrange a complimentary financial strategy session with one of our Sydney CBD financial advisors at a time that suits you. 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.

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 Sydney CBD financial planners

Level 13 447 Kent Street