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Spending power
Key facts
Counted staff
4
self-reported 2–10 band
Founded
2016
10 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
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.
Specialties
- business succession planning
- superannuation
- estate planning
- retirement planning
- divorce
- salary packaging
- investment planning
- self-managed superannuation
- disability
All 18 specialties
- Investment Planning
- Superannuation
- Retirement Planning
- Estate Planning
- Government Benefits (eg Centrelink)
- Saving and Budgeting Disciplines
- Self-Managed Superannuation
- Advice on Ownership Structures
- Risk Review and Risk Insurance
- Business Succession Planning
- Business Continuation Insurance
- Taxation Matters
- Salary Packaging
- Finance and Debt Management
- Disability
- Financial Separation
- Divorce
- Establishing Charitable Trusts and Foundations
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AUSydney CBD, NSW 2000Primary
Grid intelligence Members
Signals & hiring
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Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
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FAQ
How many people work at Spencer Private Wealth?
4 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Spencer Private Wealth have offices?
One address on record, Australia only. Primary: Sydney CBD, NSW 2000.
Has Spencer Private Wealth raised funding?
None linked to this brand.
What does Spencer Private Wealth list as its specialties?
18 tags on the brand's own list, among them business succession planning, superannuation and estate planning.
Which companies are listed alongside Spencer Private Wealth?
5 profiles list Spencer Private Wealth as a peer — 72nd percentile in Financial Services. It lists ten peers of its own. Sydney Wealth Partners and Advice RegTech list it back.