We are an agile and successful multi-disciplinary professional practice that proactively applies four key financial pillars to assist individuals and businesses to achieve outstanding financial outcomes. These pillars are:
Spectrum Wealth Partners
As our name suggests, Spectrum Wealth Partners is an integrative practice, mindful of all aspects of your financial life. Whether you are a first home buyer, a seasoned property investor, a time-poor professional or a small-to-medium business owner with significant wealth and assets but not enough hours in the day to manage them. Spectrum Wealth Partners are your trusted advisors, helping you to navigate the complexities of your financial life – both your business and personal affairs.
Likewise, retirees and those contemplating the transition, call on Spectrum Wealth Partners to help guide their decision making around protecting, preserving and growing their income stream beyond employment.
Successful businesses require expertise that is multi-faceted, SWP Advisory provides business advice underpinned by comprehensive accounting, tax and asset protection services, effective cashflow management and business growth strategies.
Lending provided by SWP Capital Group completes our service offering for individuals and business owners. We offer mortgage and finance broking for businesses and individuals, as well as asset financing, retail and commercial finance, and residential mortgages.
Covering the entire Spectrum
Wherever you find yourself in your professional and personal life, Spectrum Wealth Partners takes an overarching view of your entire financial position. From there, we structure customised financial solutions that endeavor to access and leverage efficiencies for your time, your wealth and your future opportunities.
Our Wealth of experience
Our financial services tenure is extensive. With disciplines in financial planning, accounting, taxation, and lending our respective skills dovetail in a seamless service that delivers properly integrated financial solutions.
Working with Partners
In addition to our immediate team members, we enjoy an extensive network and partner with aligned professionals who share our core values of innovation, integrity, and transparency.
Driven by core values of innovation, integrity, and transparency, our services are provided by:
Champions of their individual specialisations, each partner offers our clients the benefit of their considerable depth and breadth of knowledge and experience.
- Spectrum Wealth Partners (financial planning and wealth creation strategies)
- SWP Advisory (accounting and business advisory)
- Financial statement review (to identify opportunities and potential challenges)
- SWP Capital Group (lending)