I believe that anyone can have a wealthy life if they have a “can do” attitude and a set of purposeful goals.
My experience in financial planning ranges accross accounting, small business advisory and funds management. I hold a Bachelor of Commerce with a major in Accounting, as well as a Diploma of Financial Planning.
Greg always took the time to listen and understand my goals and ideas, and recommended multiple options we could consider to achieve them. He was very open with his time and was happy to have a chat whenever I had questions or things to discuss. He guided me through the whole process to ensure I clearly understood what was happening and had the information to make my own decisions. Overall he was friendly, easy to work with, and it felt like he was genuinely trying to help me get the best outcome in line with my personal goals.
What delighted me about Financial Spectrum was how much they listened to me. I’m no million-dollar investment banker; I’m an expatriate charity worker with modest savings who cares less about money and more about leaving the world a better place. Greg and the Financial Spectrum team deeply understood and respected that and crafted a financial plan reflecting my core values. My investments will align with what matters to me and mean I am not supporting animal cruelty, human rights concerns, or environmental destruction. Greg and the team also linked me with lawyers who were similarly understanding and worked with me to create a will to ensure my cats are taken care of and that my money is used for good after I’m gone. This is no ordinary financial advice; this is a deeply empathetic and ethical service that has you, the client, at its heart. The piece of mind this has brought me, knowing I am financially secure and I am living my values, is priceless. I will be retaining Financial Spectrum as my financial advisor.
Greg Suefong has turned my life around. I'd been searching for someone like Greg for a while and had spoken to various professionals, but all were disappointing. However, from the first consultation I knew Greg was 'the one' and I signed up straight away without hesitation. He understood my unique situation and needs, and was able to provide a big picture vision for the near and distant future. He identified and rectified a problem with my tax situation and paid for himself with that single action. He showed me how I was limiting my future growth potential, and modelled various alternative futures and showed me how I could achieve them. Based on his advice, I have made decisions that have set up my future to an exponentially greater potential than I would have achieved without him. We are still working together and he continues to add value to my financial position. I also recommend Greg for the following reasons - he is generous with his time and attention, he recommends quality third parties to work with whilst remaining genuinely independent, and he is down to earth, fun and has a great sense of humour. I never thought I would have so many laughs whilst receiving financial advice. Thanks Greg! I look forward to many years of creative financial Growth with you.
Greg provided me timely information that I needed to solve an urgent financial matter and I got the result I wanted. Greg approached my situation with professionalism and and integrity, I highly recommend him to anyone looking for help to manage their finances.
Easy to work with and very professional. Very focused on your financial outcome rather than products and fees. Will continue to use his service
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2003
- Years of experience 20
- Diploma of Financial Planning
Financial SpectrumLevel 13, 447 Kent St
Sydney, NSW 2000
Climb Wealth Pty Ltd