Why Financial Spectrum?

Choosing a financial planner is an important decision. At Financial Spectrum we understand that you need to feel confident about the advice you are receiving and secure about your future.

We have an unwavering commitment to making a meaningful impact in our clients’ lives. Our boutique size means that we take the time to build a personal relationship with you, and then help you make the right decisions to achieve the future you’re aspiring to.

We start by getting to know you – your family, lifestyle, career and retirement aspirations – so that we can help you to craft a vision for your future. Once we gain a deep understanding of your goals, we’ll draw on our extensive financial strategy expertise and rigorous modelling tools to create a plan that will put you in control of your financial situation and give you the confidence to create the lifestyle you desire.

We value nurturing long-term partnerships with all of our clients. Once the initial financial strategy is developed, we’ll remain committed to providing you with ongoing advice and support so you stay on track to reaching your goals.

  1. Private ownership

    We are a privately owned financial planning and accounting practice. We operate a fee for service model and don’t accept commissions. We have no links to the banks or to financial products and are proud to be members of the Association of Independently Owned Financial Professionals. This is important when choosing a financial planner as it protects our clients from conflicts of interest. Because we are not obliged to sell specific products, our team can give you access to a full suite of investment opportunities. That way, you can be assured that the advice and recommendations that you receive are most appropriate for your individual circumstances.

  2. Financial strategies that deliver results

    We’ll help you to understand what your future can look like and build a strategy that will help you get there. We do this by modelling multiple strategies, so you can see the impact different decisions can have on your future, like the difference between buying a home, or investing in property or shares. Once refined, you’ll have a strategy that excites you and provides you with confidence about your future. Our advice extends far beyond simply recommending investments – we’ll help you with budgeting, reducing debt and paying less tax, to help you reach your goals faster.

  3. Full service, end-to-end management

    We provide extensive support to help you roll out your financial plan. We assist in contacting third parties on your behalf and conducting all the legwork required throughout your journey. We even have our own in-house accounting team to provide personal and business tax advice, enabling you to streamline all of your financial affairs. Once your strategy is in place, we’ll keep you accountable, ensuring that you’re hitting your milestones and helping you to overcome any challenges along the way.

  4. Expertise, integrity and discipline

    We’re a team of fully qualified financial planning and accounting professionals with extensive experience. Honesty and genuine client care underpin everything we do. We are Certified Financial Strategists and our team regularly participates in training and professional development to ensure we’re up to date with the latest in financial advice and legislation, so you have full confidence in your financial plan.