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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.

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

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. 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

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 — we 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 or Bondi Junction 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