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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?

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