Success Stories

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

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

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

Guaranteed
value

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

Call us for a free strategy session

02 8238 0888

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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:

Keep our staff and clients safe
Stay fully operational in our service delivery and continuing to manage your financial affairs
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

Google Review

Google Rating

5.0

Financial Spectrum - Financial Planners Sydney

5.0

Based on 13 reviews

Sarah Keenan

02:11 31 Jul 19

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 superannuation and insurance through to the finance of our businesses.

Allison Heller

04:41 15 Oct 18

Brenton is a smart, savvy and friendly advisor who has worked closely with me to understand my financial drivers and aspirations, and to create a whole new financial trajectory for my future during the past three years.

Rebecca Hanifin

04:55 20 Sep 18

Brenton genuinely cares about his clients. He’s the first adviser that I’ve met that’s taken the time to get to know me and understand my goals, challenges, hopes and fears. He’s very empathetic and there isn’t much I haven’t shared with him! Brenton was able to help me with everything I needed, including developing an investment strategy, switching my super to a fund with lower fees, putting insurances in place to protect my son and I, establishing my will and estate plan and changing my business structure to reduce my tax obligations. Thanks to Brenton, all of the financial tasks that have been hanging over my head for years are now all sorted and it feels great! I have so much more clarity and confidence about my current financial position, what I can achieve in the future and what I need to do to get there.

Michael P

23:41 11 Sep 18

Was sceptical at first but was extremely pleased with every part of my experience. All the staff were friendly and helpful especially Hanna. The planner, Brenton was very knowledgeable and made everything easy for me with little finance knowledge able to understand. Highly recommend for everyone!

Michael Burton

06:33 16 Jul 18

We have been clients of Brendon for over a year now and how our lives have changed. Previously we could see no possible way we would be able to retire comfortably and be debt free, but Brendon gave us a road map to get to that point in four years. Twelve months after committing to follow the his road map to retirement we are on course to our retirement. Thank your once again mate you have given us our lives back.

Terry Stuchfield

07:33 30 Apr 18

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 searched for a financial advisor that was charging a fee for service rather than taking commission for products sold. My search came up with Financial Spectrum and I have been impressed with Brenton and his team ever since.

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

Client stories

How we've helped clients

Our insights have been reported in: