Financial Spectrum

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.

Because we get no benefit from the financial products that we recommend, we will only suggest a particular product or course of action if we believe it will help you reach your goals and represents the best route to do so. We are also able to offer the full suite of financial products, some of which other financial advisors may avoid because there is limited benefit to them personally.

What this means to you as our client is that you can rely on us to provide you with uncompromised, expert financial advice that is tailored to your individual needs.

Because our focus is solely on our clients, not a product catalogue, our advice could range from a strategy for better day-to-day saving, to a more sophisticated investment strategy to guarantee a better future for you and your family. Whether you want to retire sooner, get your children a private education, or simply travel more often — from the macro to the micro — we can get you the future you want.

Our goal is to help you achieve yours, by creating a financial plan that’s completely tailored to you. We’ll analyse your current financial situation and explore your lifestyle requirements and dreams for your future. Then we create a custom-designed roadmap to get you where you want to be.

We’re a leader in the financial advice industry, backed by years of experience. We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.