At Spencer Private Wealth, we are passionate about making a difference and enriching our clients' lives by partnering with them to help them understand and manage their finances through the complexities of life. With 20 + years of experience to draw on, Gary Spencer, Director and Principal Adviser, established Spencer Private in 2016 with the vision of helping individuals, families and business owners achieve their life goals and improve their financial position, in line with their own personal values and circumstances. Since then, Spencer Private Wealth has had many clients come for advice at times of crisis in their lives, such as illness or going through the loss of a partner through death or divorce. Others have come because they have suddenly found themselves having to manage significant wealth through an estate. Helping clients through change and challenge has become Spencer Private Wealth's special strength.Gary and his team offer comprehensive financial planning advice and disciplined and ongoing investment management. The personalised services available include needs based coaching and financial education tailored to the clients' personal objectives, whilst also applying the latest academic, market and legislative research.Investment portfolio advice and planning favours academic evidence over market speculation – with a focus on achieving a reliable investment experience, efficient portfolio management, high quality portfolio administration, low fees, and disciplined portfolio review techniques.Unlike other institutionally owned financial planners, we do not act as a sales force for specific investment products. We chose the most suitable products for our clients.We are licensed to the privately owned FYG Planners Group which has nearly $2 billion in funds under management.

Website: spencerprivatewealth.com.au

Employees: 5 - 9

HQ: N/A

Location: N/A, NSW, AU

Revenue: Not Available

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Spencer Private Wealth is a financial services company based in Australia, with a mission to enrich their clients' lives by providing personalized financial planning and investment management solutions. With over 20 years of experience, Director and Principal Adviser Gary Spencer established the company in 2016 with a vision to help individuals, families, and business owners achieve their life goals and improve their financial position. Spencer Private Wealth offers comprehensive financial planning advice, needs-based coaching, and financial education tailored to their clients' personal objectives, while also applying the latest academic, market, and legislative research. The company's investment portfolio advice and planning focuses on achieving a reliable investment experience, efficient portfolio management, high-quality portfolio administration, low fees, and disciplined portfolio review techniques. Unlike other institutionally owned financial planners, Spencer Private Wealth does not act as a sales force for specific investment products, instead, they choose the most suitable products for their clients. With a license to the privately owned FYG Planners Group, which has nearly $2 billion in funds under management, Spencer Private Wealth is well-positioned to provide their clients with the best possible financial solutions.

Spencer Private Wealth wants to make a positive impact on people's lives by helping them understand and manage their finances. Gary Spencer, the director, has over 20 years of experience and started the company in 2016. They help individuals, families, and businesses achieve their goals and improve their financial situation. They offer personalized advice and investment management. They help people through difficult times, like illness or loss, and those who have suddenly inherited wealth. They provide coaching and education tailored to each client's needs. They focus on reliable investment strategies and low fees. They don't push specific products and instead choose what's best for their clients. They are part of a larger group with a lot of experience and resources.