• Our Services

Financial Planning

Spectrum Wealth Partners is known for empowering young professionals, business owners and executives of high net worth, in addition to pre-retirees and retirees, to take control of their financial lives.

We do this by adopting an overarching view of your entire financial life and creating personalised financial plans designed to help achieve your specific objectives. This integrative approach has evolved from strong strategic partnerships with accounting and brokering professionals.

Your Spectrum Wealth Partners financial adviser translates complex financial landscapes into meaningful language that is easily digested. Our personalised financial planning, client-first service includes:

Wealth Creation Strategies

Whether you are a first time investor or you have an established portfolio but require guidance to protect and diversify your assets, we aim to fully understand your current position. We open up meaningful discussions to help you identify and articulate your goals. From there, we tailor a strategy to sit comfortably within that framework.

Our personalised financial planning and holistic approach to wealth creation solutions includes:

  • Investment strategies and asset management
  • Identifying taxation efficiencies
  • Debt management
  • Budgeting

Personal Insurance

We help you identify potential risk exposures that could derail your future financial wellbeing, either personally or within your business. Guided by your needs, we tailor a cost-effective risk management strategy.

Should you need to make a claim, your Spectrum Wealth Partners adviser will help facilitate the claims process to secure your full entitlements as outlined in your policy.

Superannuation/SMSF

We can introduce you to a range of savings strategies designed to sit comfortably with your lifestyle today whilst preparing for the retirement lifestyle of your choosing. Our accredited SMSF adviser can help you to determine whether taking on the dual roles of fund member and trustee would suit your financial management style.

Should you opt for an SMSF, we can help establish the fund, either through our own team, or by collaborating with your accountant. Our enduring service includes reviews and/or modifications of your strategy, assistance to access your funds in retirement and helping your beneficiaries to receive their full entitlements upon your passing.

SMSF Structures

Self-managed superannuation funds (SMSF) are an attractive option which offers individuals and businesses more control over their investments. Based on your personal and commercial situation, we can suggest an approach to SMSF that best suits your needs and meets the rigorous compliance requirements imposed upon SMSFs. Our services include:

  • SMSF vs Superannuation Fund recommendations
  • SMSF establishment
  • Pension advice

Retirement Planning

Your Spectrum Wealth Partners adviser will help you determine how and where you would like to live during your retirement. A personalised retirement plan is designed to help you reach those goals.

We support you through transitioning to retirement, accessing and preserving your post-employment income stream and offering assistance with Estate planning alongside aligned legal and accounting professionals.


 

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© 2017 Spectrum Wealth Partners Pty Ltd. All rights reserved.

All financial planning advisers are Authorised Representatives of Spectrum Wealth Partners Pty Ltd ABN 27 063 536 125 | AFSL 478589.

SWP Capital Group Pty Limited ABN 27 614 413 679 Credit Representative Number 492435 is authorised under Australian Credit License Number 389328.

Your full financial situation will need to be reviewed prior to acceptance of any offer or product. As such, please note that the information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial or credit advice specific to your circumstances.

Services provided by SWP Advisory Pty Ltd ABN 35 608 629 090 include tax and compliance, and business advisory.

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