Financial Spectrum is a boutique, independently owned financial planning practice based in the Sydney CBD and Balmain NSW. We are a team of professional financial planners and financial advisers who specialise in comprehensive financial planning services. We are passionate about helping our clients reach their financial potential through wealth creation strategies, investment, budgeting and more at all stages of life.

Fee Only Financial Planning

Financial Spectrum is a fee based or fee only financial planning firm which means our clients pay us for our time and advice, we don't receive commissions. We are fee for service because we believe that this helps to protect clients from potential conflicts of interest. We are proud to have been fee for service financial planners since our inception.

Boutique, Independently Owned Financial Planning

At Financial Spectrum we believe in the value of comprehensive financial planning advice without ties to the big banks and product providers. This is why we have our own Australian Financial Services Licence (AFSL) to give our financial planners the freedom to provide truly comprehensive financial planning advice.

Principal Members of the Financial Planning Association of Australia (FPA)

Financial Spectrum is a proud Principal Member of the Financial Planning Association. As a Principal Member, we are committed to a code of ethics and high professional standards, over and above what is required by Australian law.

Finalists in the Sydney Business Awards 2011 & 2010

Financial Spectrum has been selected as a finalist from over 60 nominated businesses in the Sydney Business Awards for 2 years running. The Awards recognise excellence in local business.