About Sphere Financial Services
Sphere Financial Services is an experienced advisory firm located in Balwyn North, Melbourne. We offer an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.
Whilst financial management can seem complicated, our role is to ensure you understand how your decisions, ultimately affect achieving your vision of financial freedom. By having access to specialist expertise at your fingertips, we ensure, you are not leaving your financial well-being to just anyone.
We work with a range of clients including retirees, business owners, families, and individuals and offer in-depth knowledge and advice in self-managed superannuation funds, wealth creation including asset allocation, investment selection and investment gearing, retirement planning and risk insurance.
Request a call
Contact our friendly team today
Our services
View allArticles
View all articlesMusic, maestro!
It’s never too late to learn a musical instrument. And, as well as picking up a new skill, learning a musical instrument can have a whole host of other benefits too.
Read more
Do I need life insurance once I retire?
Getting older means you can finally start to enjoy your life’s work. But just because you’ve hung up your employment boots, life can still throw some unexpected curveballs at your retirement goals, so it’s worth being prepared.
Read more
Make your tax cut work for you
You may pay less tax when tax cuts take effect from 1 July. While the tax savings will depend on your circumstances, it’s important to think about the best way to use them.
Read more