Our Vision is to provide expert advice to help grow and protect the financial well-being of our range of clients at all stages.

Our Mission is to be ethical and transparent with our clients at every stages while providing quality on-going professional advice.

Our Approach will give you the confidence that you are optimally positioned for financial well-being today and for a comfortable retirement.

We Believe financial advice is not just about choosing investments. It involves looking at all your financial options to achieve your short, medium and long term goals.

Ideal Financial Planning

Ideal Risk Management Services:

  • Retirement planning
  • Investment planning
  • Tax-effective investing
  • Superannuation
  • Self Managed Superannuation Fund
  • Planning for business owners
  • Risk Management and Asset Protection
  • Estate planning
  • Centrelink benefits
  • Cash management and budgeting

 

Our Clients:

We work with a range of clients – from individuals, families to business owners, companies and superannuation trustees to provide comprehensive financial advice strategies.

Its all about making sure that our clients current and long-term financial needs are met in the best possible way. Our extensive experience within the financial services industry enables us to provide innovative and informative advice that helps our clients to achieve their financial goals.

Financial Advice:

The only way to secure your financial future is to start with clear goals in mind. Our job is to tailor a plan to make sure you are on track to achieving your goals, even as your personal and/or financial situation changes.

During our first meeting with you we will ask you many questions to get to know you and to determine your financial goals, both short, medium and long term. We will consider your current situation – your assets and liabilities, expenses, income, goals and objectives. We will also determine your risk tolerance, for your investment.

We will analyse the information we collected and will determine recommended strategies. Then we will discuss these strategies with you for you to understand all aspects of the plan or if we need to modify any part of it.

We will assist you every step of the way to ensure that your financial plan is implemented. Once your plan has been put in place, we will review your plan regularly to ensure that it continues to meet your needs, goals and objectives.

Darren Tappouras is authorised to provide the services outlined in the Adviser Profile in capacity as authorised representative (A/R. No. 324356) of Spectrum Wealth Advisors  Pty Ltd and is not authorised to provide any other services on behalf of Spectrum Wealth Advisors  Pty Ltd as authorised representative or as agents or in any other capacity. Tax and accounting services are not provided on behalf of of Spectrum Wealth Advisors  Pty Ltd and Darren is not responsible for them.