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Brenton Tong

 Brenton Tong

Share profile:
Level 2, 62 Pitt St
Sydney
NSW
2000
AU

Overview CONTACT THE ADVISER

Brenton Tong Brenton Tong

total Reviews

33

Experience

12yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Company:

Financial Spectrum
Financial Spectrum

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Spectrum Wealth Advisers Pty Ltd
Spectrum Wealth Advisers Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
UK PensionsUK Pensions
DerivativesDerivatives
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $1,600
  • Ongoing Advice starting from $1,926

Fees are based on the time and complexity of the advice only and are never linked to the amount of money that is invested.

Latest Customer Reviews (3 of 33 total)See all

"Brenton genuinely cares about his clients. He’s the first adviser that I’ve met that’s taken the time to get to know me and understand my goals, challenges, hopes and fears. He’s very empathetic and there isn’t much I haven’t shared with him! Brenton was able to help me with everything I needed, including improving my cash flow management, developing an investment strategy, switching my super to a fund with lower fees, putting insurances in place to protect my son and I, and establishing my will and estate plan. Thanks to Brenton, all of the financial tasks that have been hanging over my head for years are now all sorted and it feels great! I have so much more clarity and confidence about my current financial position, what I can achieve in the future and what I need to do to get there. "

Rebecca, Under 35 27 Jul 2017

"We are very comfortable dealing and we are extremely confident that he understands our position and our goals."

Michael , 56-65 4 May 2017

"From my very first meeting with Brenton, I have been extremely impressed, not only with his professionalism, extensive knowledge and passion for his chosen industry, but his willingness to go above and beyond, generously sharing his time and experiences to help me establish my own business. I have no hesitation is recommending Brenton to anyone seeking financial or business guidance."

Melanie, Under 35 31 Oct 2016

History & Qualifications CONTACT THE ADVISER

My membership

No membership found

Awards
  • No award found
Years of experience
  • 12 years total experience

My Videos CONTACT THE ADVISER

How a financial planner can help you
4 common financial mistakes you could be making
How to help your children become money smart
How to keep your head as the market fluctuates
Kochie's Money Makeover - What you need to know about superannuation and estate planning
Kochie's Money Makeover - Should you have your life insurance inside or outside of super?
Kochie's Money Makeover - The biggest mistakes people make with super
Yahoo7 Finance - Personal finance survival kit
Yahoo7 Finance - How to minimise your tax for the end of financial year
Yahoo7 Finance - When is the right time to take profits from your shares?

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 2, 62 Pitt St, Sydney
NSW 2000 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Other address

Level 1, 442 Darling St, Balmain
NSW 2041 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 33 Total Reviews
Rebecca, Under 3527 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brenton genuinely cares about his clients. He’s the first adviser that I’ve met that’s taken the time to get to know me and understand my goals, challenges, hopes and fears. He’s very empathetic and there isn’t much I haven’t shared with him! Brenton was able to help me with everything I needed, including improving my cash flow management, developing an investment strategy, switching my super to a fund with lower fees, putting insurances in place to protect my son and I, and establishing my will and estate plan. Thanks to Brenton, all of the financial tasks that have been hanging over my head for years are now all sorted and it feels great! I have so much more clarity and confidence about my current financial position, what I can achieve in the future and what I need to do to get there. "

Michael , 56-6504 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are very comfortable dealing and we are extremely confident that he understands our position and our goals."

Melanie, Under 3531 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"From my very first meeting with Brenton, I have been extremely impressed, not only with his professionalism, extensive knowledge and passion for his chosen industry, but his willingness to go above and beyond, generously sharing his time and experiences to help me establish my own business. I have no hesitation is recommending Brenton to anyone seeking financial or business guidance."

Abhijeet, Under 3527 Sep 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"When we first met Brenton we were unsure of what direction we wanted to proceed with our savings and financial portfolio. He not only walked us through our options but did so being mindful of our current and future circumstances. This allowed us to gain a clear picture of the possibilities and helped us pick an approach that we felt most comfortable with. I highly recommend Brenton for your financial planning needs "

Laurena, 35-4512 Sep 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Fantastic advice from Brenton, straightforward, honest and very knowledgeable. Would highly recommend him to anyone seeking financial advice. "

Rachel, 35-4505 Sep 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Easy and tailored to us."

Steve, 35-4502 Sep 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Brenton regularly seeks to provide value beyond the defined scope of services. For example referrals to, and discounts with, other related service providers: support for business networking."

Joadi, 56-6519 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brenton is a true professional with an impressive ability to quickly identify and understand complex financial scenarios and to work with his clients in a sensitive and caring manner to come up with workable solutions. I have come away from every meeting with Brenton feeling positive and reassured that my personal financial needs are being met by a very dedicated specialist with a genuine desire to deliver great service for his clients."

Yen, 56-6505 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Since I met Brenton some years ago, I had always found him to first ask me to talk about myself, focusing on my life more than my finances, allowing him to fully understand what I need. Then he would tailor his recommendations to suit my personal needs and not a general, one size fits all, plan. That separates him from other financial planners I had. He has shown care not only in my finances but in my life, giving me advice that he thinks will be best for me."

Gini, 35-4507 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brenton is great, he's very friendly and approachable and is able to easily explain things to the financially illiterate (i.e. me)."

Fiona, 46-5502 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brenton knows his stuff! He is able to explain complex financial strategies in a way that is easy to understand for the average person. He has tailored a smart strategy that will build us wealth, just by using our current income and assets, and building on that through smart investments."

Kirsten, 56-6501 Jun 2016
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Knowledgeable and respects our needs and wishes"

Andrew, 56-6507 Feb 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brenton is a financial adviser of the highest calibre. He has fantastic knowledge in every area we needed advice in. We have much greater confidence in our future as a result of his great advice. We can highly recommend him to anyone!"

Rachel, 35-4513 Oct 2015
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Brenton has spent considerable time in assessing all our alternatives to build wealth and a secure future through a Self managed super fund. We explored financials but also our life goals, we are now living our dream beachside. We completed our first super fund purchase and could not be happier with the entire process, it was seamless, due to his exceptional team who are all extremely competent. We would have no hesitation in recommending him to anyone from small guy/gal to the large business. Thanks Brenton Until our next meeting or investment Rachel and Sam Beachside 2096"

Mark, Under 3506 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was recommended to Brenton by a work colleague after I got tired of looking for a good financial adviser. He is a breath of fresh air compared to the others I met with. Knowledgable, friendly, always takes his time to explain things. I highly recommend him."

George, Under 3506 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brenton is amazing at what he does, and his passion really shines through. I would highly recommend Brenton to anyone looking for amazing financial advice."

Rodney, 35-4530 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We always feel very positive about our future after our consultations with Brenton. He takes the time to listen and really understands our personal goals. I would highly recommend him to anyone who is looking for some guidance or direction. We are now looking forward to a rewarding future with many goals to strive for."

Sandra , Under 3530 Sep 2015
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%
James, 46-5529 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brenton is extremely reassuring with his advice, he listens very well and ensures he always has your best interest at heart. Brenton genuinely cares about our financial situation and is encourages us in the right direction. Our financial future would have been bleak if it were not for the Brenton's assistance. Thank you. "

Deb, 35-4529 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"From the very first moment I met Brenton, he listened and understood my financial needs. He is easy to talk to, explains strategies extremely well, provides options that best suit my family and I, and has never shied away from telling us a few home truths when it was needed - we trust him explicitly. Brenton is more than just a financial advisor, he's our mentor and has shown us how to enjoy life now AND how to achieve a secure future."

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Vouch for & Skills Ranking CONTACT THE ADVISER

3

Number of advisers who vouch for the integrity of this adviser

3

SPECTRUM WEALTH ADVISERS PTY LTD
Madison Financial Group Pty Ltd

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
31
Customers

#2
Building Super
STRENGTH
26
Customers

#3
Insurance Protection
STRENGTH
22
Customers

#3
Self Managed Super Funds
STRENGTH
22
Customers

#3
Tax Effective Strategies
STRENGTH
22
Customers

#4
Managing Debt
STRENGTH
19
Customers

#5
Household Budgeting
STRENGTH
18
Customers

x

Overall rating

100%

Brenton Tong

Company: Financial Spectrum

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Brenton Tong is a member of and in what capacity, the licensee or company of Brenton Tong and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Brenton Tong (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%