At Financial Spectrum, we focus on one thing – helping you live a great life by making the most of your money.
We are a privately owned financial planning and accounting firm, which means we work solely for the benefit of our clients and not for the financial institutions whose products we may recommend.
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Why should our clients choose you?
We are a privately owned financial planning and accounting firm, which means we work solely for the benefit of our clients and not for the financial institutions whose products we may recommend. We charge a fee for our services and take no commissions from banks, fund managers, insurers or other financial organisations. You get solutions — not products — to give you a financial edge.
Can you provide your services online or remotely? If so, please add details.
You don’t need to be Sydney based to use our financial planning services. We help people all over Australia and can offer meetings via Zoom.
Budgeting and Cashflow Managment
Strategic Financial Planning
Financial Independence Retire Early (FIRE) Strategies
Share Investing
Property Investment
Mortgage and Borrowing
Tax Minimisation
Accounting
Superannuation
Self Managed Super Funds
Transition to Retirement
Life Insurance
Estate Planning
