Our response to limit the spread of COVID-19 | Read here
Client stories

How we've helped clients

Your financial spectrum is as unique as your fingerprint.

We advise clients of all ages and stages of life. We advise Australians. We advise expats with assets split over continents and futures that might be here or abroad.

Our job is to understand you, your circumstances and your goals. Our skill is in taking that information and combining it with our financial expertise to show you how to achieve those goals.

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Read how we’ve helped our clients reach their goals.

Generation X

Amelia is 37, single and works for an international software company as a sales director. Over the past few years she has managed to save $45,000 into her savings account.

  • Prioritise lifestyle and financial aspirations
  • Increase her savings
  • Buy her first property
  • Start a share portfolio
  • Set and work towards financial goals for the future
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The empty nesters

Alison and Jeremy wondered if they were ever going to be able to retire – the kids never seemed to show that they were ever going to leave home.

  • Finance and build their dream home
  • Maximise their superannuation
  • Help their kids start to save and eventually buy their own homes
  • Set up a non-superannuation Investment portfolio to complement their retirement income
  • Sell their family home
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Just need to get organised

Sam and Jenny, both in their late 20s, arrived at our offices not really knowing what a financial planner did let alone why they may need one but all their friends seemed to use one so they asked for a referral.

  • Establish a savings habit
  • Buy their first home
  • Set up a plan to pay this home off quickly
  • Consolidate their superannuation
  • Review their life insurance needs
  • Lease a new car
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Our response to limit the spread of COVID-19

  • As COVID-19 continues to spread, we would like to take a moment to let you know what Financial Spectrum is doing to respond.While we haven’t been directly affected with any confirmed cases, we are taking all reasonable precautions to remain safe.Our priorities are:
    1. Keep our staff and clients safe
    2. Stay fully operational in our service delivery and continuing to manage your financial affairs
    3. Play our part in minimising the impact on our community against the spread of COVID-19

    Financial Spectrum has the technology, infrastructure and systems to continue business as usual remotely and our staff will now be working from home.

  • You should notice no change to our service, with the exception that we are encouraging our clients to meet via video call, rather than face to face, unless requested. We will be contacting all clients with meetings booked over the next two weeks with instructions for a video call.This is an evolving situation and we will continue to monitor developments. We will keep you informed of any material changes to our approach.These are unprecedented times and we understand that many of you will be feeling unsettled about your finances. We would like to assure you that we are open for business and are here to help you. If you don’t have a meeting booked but would like one, or if you have questions, please contact us at info@financialspectrum.com.au or on
    02 8238 0888

Brenton Tong

Managing Director

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