FINANCIAL PLANNING SERVICES

Accounting

Whether you’re an individual striving for financial freedom or a business aiming for sustainable growth, our team of in-house accountants can help you and your business navigate the complex financial landscape, optimise your financial strategy, and safeguard your future.

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Strategic tax planning

Whether you’re an individual or a business, our strategic approach ensures that you’re well-prepared to meet your tax obligations and optimise your financial position.  Our Chartered Accountants identify creative opportunities to minimise tax while retaining more of your hard-earned money.

Small business accounting

Our small business accounting services are designed to be your financial partner. From streamlining bookkeeping, to helping you make informed decisions and grow your business.

Trusts and asset protection

Our Chartered Accountants can help you to secure your hard-earned assets for your loved ones. We assist in setting up trusts and structuring your estate to minimise tax implications and maximise protection.

Self-Managed Super Funds (SMSFs)

Our SMSF services give you control and flexibility to create the retirement you desire. With a focus on performance, we help you establish and manage SMSFs, invest wisely, and navigate regulations for a rewarding retirement.

Financial Spectrum’s accounting solutions

Financial Spectrum’s team of in-house Chartered Accountants provide comprehensive accounting services across an extensive range of industries, including retail, construction, healthcare, mining and more.

But what truly sets us apart is the integrated and seamless experience that we offer. The unique synergy between Financial Spectrum’s experienced accountants and financial advisors enables us to offer holistic financial solutions that boost your financial standing and streamline your finances.  This high level of collaboration from financial specialists working alongside each other leaves no room for errors and missed chances.

How we partner with you

At Financial Spectrum, we don’t just crunch numbers; we craft financial strategies that empower you and your business to thrive. Our collaborative approach involves a dedicated point of contact who works in tandem with our team of experienced accountants and financial advisors to tailor solutions specifically for you.

For our clients who are small business owners, our accounting services are purposefully designed to serve as your dedicated financial partner. From streamlining your bookkeeping operations to offering valuable insights for informed decision-making and fostering the growth of your business, we are committed to standing by your side every step of the way.

WE'RE AWARD WINNING FINANCIAL PLANNERS AND ADVISORS

Case Study

Who we helped

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How we helped them

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Results

Brenton is genuine, honest and his professionalism, expertise and industry knowledge is second to none. He was been life-changing in carving out a positive and exciting financial plan for my husband and I in the short and long-term. We cannot rate him and his team highly enough!
Ruth, Sydney
Having worked in the financial services industry myself, I sought a Financial Planner who had the analytical and problem solving creativity skills that I was in need of with a strategic and holistic approach. Given the extent of conflict of interest in the Financial Planning industry, it was a relief...
Janar, NSW
The team at Financial Spectrum are experts in a complex area: specialising in creating financial solutions for up and coming young executives. They recognise that this group have special needs, and their wealth creation strategies and tax solutions are tailored specifically to suit. They are about strategy, not just products....
Toby, Sydney
We first met Financial Spectrum last year when my husband was recovering from a surgery and we were not sure if he would even get his job back. Our financial planner used his amazing knowledge and skills to help us plan our future and to date I should say, he...
Shane and Suzette, Sydney
We've been using Financial Spectrum for a few years after they were recommended by a friend in the finance industry. Brenton, Thomas, Alan and the rest of the team are very thorough, efficient, knowledgeable, ethical, genuine and lovely to deal with. All parts of our financial lives are sorted from...
Sarah and Chris, Sydney
I have been extremely happy with the service Financial Spectrum has provided. I would gladly recommend them to anyone wanting a truly talented group of financial planners on their side.
Sam, NSW

Results

Greg Suefong has turned my life around. I'd been searching for someone like Greg for a while and had spoken to various professionals, but all were disappointing. However, from the first consultation I knew Greg was "the one" and I signed up straight away without hesitation. He understood my unique...
Michelle, Sydney
We've been using Financial Spectrum for a few years after they were recommended by a friend in the finance industry. Brenton, Thomas, Alan and the rest of the team are very thorough, efficient, knowledgeable, ethical, genuine and lovely to deal with. All parts of our financial lives are sorted from...
Sarah and Chris, Sydney
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
I've talked to quite a few financial advisor's over the years, but Brenton and his team have given me the best advice, and their passion really shines through. The team's knowledge is second to none!
George, Sydney
If you want a knowledgeable and honest financial advisor you can trust, I recommend you talk to Brenton Tong of Financial Spectrum. About four years ago when I was considering retiring I needed someone to review our financial situation and tell me if we had enough funds to retire. I...
Terry, 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

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Frequently asked questions

When choosing an accountant, prioritise those with established credentials like Chartered Accountant and ensure their expertise is aligned with your financial requirements. Additionally, reading client reviews can provide insights into their track record of delivering reliable financial guidance.

A Chartered Accountant can assist with financial reporting, taxation compliance, GST, BAS lodgements, business advisory services, and strategic planning to support growth and financial stability.  Look for an accountant that works as your financial partner in business so that you can focus on what you do best.

Absolutely, an experienced accountant can play a significant role in maximising your refund. By leveraging their knowledge of tax laws, deductions, and credits, accountants can identify opportunities that you might have overlooked. Additionally, accountants provide strategic tax planning advice throughout the year, helping you make informed decisions that can positively impact your refund during tax season.

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guaranteed value

We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.

Book a complimentary financial strategy session.