DIY - Do It Yourself Financial Planning  

Many of our clients feel that looking after their financial affairs is not only their responsibility but also has become a hobby.  In fact some of them are so good we would like to employ them! 

So why are they our clients? 

Because they like to have a trusted financial adviser to help coach them through the financial and legislative minefield out there.

And that is what our financial planners do – we coach them through the options, the changes and give them access to research, investments and commentary they could not access as an ordinary consumer.

Our coaching service is priced according to what you need and what we can offer you.  Just as financial planning is not a one size fits all solution so too is our coaching service – because if you want to try to do it yourself then we need to be flexible around how we help you do this.

Our coaching may include:        

• Access to Australian legislative and economic commentary
• Access to investment fund research
• Access to our lending services
• Review of your current portfolio
• Establishment of a Self Managed Superannuation Find (SMSF) and other structures
• Referral to financial specialists as required
• Our regular newsletters and updates
• Invitations to our client education seminars

Please call us on 02 8238 0888 to find out more about how this service would work for you.

For more information on Financial Planning, go to the Financial Spectrum Home Page.

Financial Spectrum is a Principal Member
of the Financial Planning Association
of Australia (FPA)