Financial Planning Client Testimonials

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.

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.

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.

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.

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, responsive and proactive, when it comes to all things financial. My wife and I believe over the next ten years we will be able build our wealth to a level which will enable us to retire comfortably.  We are confident that the team at Financial Spectrum will work with us to achieve our long term financial goals.

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. My experience with them has always been positive—and it’s easy to recommend them to young executives as they thoroughly understand the unique and demanding challenges they face.

Our Financial Planner seems to know everyone and have a fair grasp of everything financial. Having spoken with innumerable financial advisors over the years, he is the only one that we had confidence in.  As well as being an expert in his field, he is also a great guy making dealing with him both productive and enjoyable.

The team at Financial Spectrum have been a huge help to my wife and I. Our planner has given really helpful advice including the development of a SMSF.  We feel like he has taken considerable time to understand our unusual circumstances and has tailored to them.  We feel understood, significantly helped and generously cared for. His advice has been very helpful to our marriage because we are not left on our own speculating about the future.

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 and his team have never failed to help us, giving us advice, strategies on investing and SMSF. He has always been there for us whenever we needed his advice organizing face to face meetings, quickly responding to our phone calls & emails, sometimes even at 2am. He has thorough knowledge and up to date with the current market. I would definitely recommend Financial Spectrum to anyone in need of any Financial Advice.  We would rate him 10/10.

After choosing Financial Spectrum as my financial adviser I have a better understanding of my financial situation.  Their expertise and industry knowledge have equipped me to develop clear goals and a step-by-step plan to achieve them. It was daunting with the complexities of my trust and company structure, but Financial Spectrum’s approach has made it simple and easy to digest.  They are consistently professional whilst remaining approachable and personable day in and day out.