Financial Spectrum - Financial Planners Sydney
About the company
Financial Spectrum is a privately owned, fee-for-service financial planning practice. It operates on a fee-only basis and has no connections to banks or other financial institutions. The practice is a member of the Association of Independently Owned Financial Professionals and is a Certified Financial Strategist. It has in-house accountants, property specialists and mortgage brokers. Financial Spectrum provides tailored financial advice and investment planning. It has offices in Sydney's CBD, Bondi, Balmain and Chatswood.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
We can't thank Jessy enough for everything she's done to help us on our financial journey. From our first meeting, she made us feel comfortable and took the time to really understand what we were trying to achieve. She explained everything in a way that was easy to understand and was always happy to answer any questions we had. We're incredibly grateful for Jessy's guidance and support, and we wouldn't hesitate to recommend her to anyone looking for honest, professional financial advice. Thanks again, Jessy!
Parker took the time and care to run us through all aspect of our financial future. Being a couple with young kids, planning for our future was key for us. We come to Parker without a clear direction in mind, he took the time to run us through our options and helped us develop a plan that was best suited for us. It was a great learning experience and gave us the financial confidence we needed for our future. Would highly recommend.
Parker and the team have been fantastic in my first year. I feel so much more confident in my finances and excited to continue building wealth for my future.
We couldn't be happier with Parker and the team at Financial Spectrum. Parker is very professional and friendly, he answered every question, dealt with every query promptly and gave us a good understanding of our finances with a clear path to reach our goals. Highly recommend
The Financial Spectrum team has taken care of us and our finances for 6 years now. They are an absolutely special team with lots of empathy and ears. Capital growth, risk management, portfolio diversification, efficient investment, super management, SMSF, equity investment, property, tax efficiency, and many other things the team works on for us. Huge shoutout to Brenton Tong and Parker Silk for helping us shape and bring our future vision to life.
I had a great experience working with Parker Silk from Financial Spectrum. He helped create a clear and comprehensive plan that covered both my current financial needs and long-term goals, including budget plan, superannuation, property planning, and managing my share portfolio. Parker genuinely listens to your objectives and tailors his advice accordingly. He is very prompt and responsive, always answering questions thoroughly, following up, and regularly checking in to track progress. Parker is approachable and easy to work with, making the whole process smooth and straightforward. He also provided useful referrals to tax consultants, superannuation, and property specialists. I highly recommend Parker.
Great experience with Parker & Financial Spectrum. Having spoken to a few different financial planners whilst researching which ones to use we found that Parker was the most approachable and straight forward of all the planners. He took the time to break everything down so we understood all of the steps and what it all meant. He kept it simple and filled us with confidence that we had chosen the right company and the right agent. The financial spectrum process is great and it covers all bases of what you want to achieve and we were amazed at the opportunities available to us when we we very confused before our first meeting. Can't recommend him highly enough and will be raising a toast to his work when we're retired as planned and enjoying the fruits of his work!
Financial advisers & planners in Sydney compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Discovery Wealth Advisers | ★ 5,0 | 251 | No |
| 2 | AD Advisory ® Certified Financial Planner ® Sydney | ★ 5,0 | 78 | No |
| 3 | CFV Advisory (formerly CFV Services) | ★ 5,0 | 56 | No |
| 4 | Your Private Advisers, Independent Financial Planner Sydney | ★ 5,0 | 27 | Yes |
| 5 | Committed Financial Planning - Sydney | ★ 5,0 | 25 | No |
| 10 | Financial Spectrum - Financial Planners Sydney (this page) | ★ 4,9 | 67 | No |
