Financial Planning Client Testimonials

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...

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,...

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...

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.

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.

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.

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 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.

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 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.