If you have a friend or family member that would benefit from a free financial strategy session, refer them to us below. If they become a client, you’ll have the choice of two rewards as a thank you from us.
Either dine out on us with a $200 voucher to a restaurant of your choice. Or help build the financial capabilities of vulnerable Australians by making a $200 donation to The Centre for Financial Wellbeing (registered charity).
Enter your friend's details below
If you have a friend or family member that would benefit from a free financial strategy session, you can refer them to us below. Plus if they end up becoming a client, you’ll have the choice of two rewards as a thank you from us.
Either dine out on us with a $200 voucher to a restaurant of your choice. Or help build the financial capabilities of vulnerable Australians by making a $200 donation to The Centre for Financial Wellbeing (registered Australian charity).
The more friends you refer, the more rewards you can receive. There’s no limit to the number of people you can help.
Why Financial Spectrum?
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Financial Spectrum is a great company. My adviser is friendly, knowledgeable, and an expert in his field. Highly recommended.
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...
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...
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...
Highly recommended team of advisors.
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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.