Shaping Financial Plans for Who You Are

A boutique practice with over 18 years experience helping people across Australia with their financial needs

PLAN

PLAN

The creation of a financial plan begins with some raw materials  - the clarification of your own values and a desire to make the most of what you have, in line with who you are.

INVEST

INVEST

A solid sense of your personal values and circumstances will then shape and guide your investments, guarding you against regular attempts of salesmen to unsettle you while pushing new financial products.

PROTECT

PROTECT

Finally, insurance and estate planning needs must be addressed to ensure you have protected yourself and your family against financial distress through loss of income or life. 


AWARD WINNING SERVICE FROM THE FOUNDER & PRINCIPAL ADVISER, GARY SPENCER

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“What you have done for us is quite extraordinary – I had no idea such things were possible, and I know you have spent so much time getting it right for us. We are so thankful to you for that.”
— Happy Client
 
I’ve learned I cannot afford to live without Gary’s advice. It’s considered, caring, wise and takes a long and short term view about what I want from life, and for my estate planning. He’s reached my goals, even exceeded some of them, and smiles when he tells me the always (relative) good news. I’m grateful to him as a supportive someone for me, and now for my grown family too.
— Happy Client