Karen Spencer's Contact Details

Karen Spencer's Company Details

Spencer Private Wealth

N/A, NSW, AU • 5 - 9 Employees
Financial Services

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.