Financial Planning Client Testimonials

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.

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 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...

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.

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...

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.

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...

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.

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...

We cannot thank you enough for your fantastic investment advice.  We could not have imagined four years ago that our $40,000 investment would now be worth $250,000.  Thank you to our financial planner!