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Spencer Private Wealth

Home
Services
Pre-Retirement Planning
Managing Complexity
Helping You Adapt to Change
Our Planning Process
Investing
Insurance
Knowledge
FAQs
Our Financial Services and Credit Guide
About Us
Our Story
Our Team
Client Testimonials
Blog
Contact
Client Portal
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Blog

Karen S
20 May 2019
Financial Planning, Estate Planning

Where there's a Will, but not a Way

Karen S
20 May 2019
Financial Planning, Estate Planning


The upstanding stable individual we entrust with our affairs today, might not be the upstanding stable individual who should be entrusted with our affairs in five- or ten-years’ time. 

Karen S
30 April 2019
Australian Economy, Investing, The Markets, World News

2019 March Quarter Review

Karen S
30 April 2019
Australian Economy, Investing, The Markets, World News

Strong market recovery in world sharemarkets after 2018 Q4 falls.

Karen S
3 April 2019
Australian Economy, Federal Budget AU, Superannuation News

2019 Federal Budget Review

Karen S
3 April 2019
Australian Economy, Federal Budget AU, Superannuation News

Points of interest from the Federal Budget 2019


Karen S
18 February 2019
Investing

A Good Time to Invest?

Karen S
18 February 2019
Investing

Whether a decline month happens in the first month or the tenth month, there’s no avoiding your portfolio going down at some stage – unless it’s exceptionally conservative. The concern with the first month is the psychology of immediately giving up some of your capital.

Karen S
18 February 2019
Australian Economy, Financial Planning

The Royal Commission - Findings and Recommendations

Karen S
18 February 2019
Australian Economy, Financial Planning

The findings and recommendations from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry have been delivered. Commissioner Kenneth Hayne made 76 recommendations and the early noises from both sides of politics were 75 of those recommendations will be implemented.

Karen S
30 January 2019
Australian Economy, World News, The Markets

2018 Year In Review

Karen S
30 January 2019
Australian Economy, World News, The Markets

Sharp declines in the December quarter as trade concerns weigh

Karen S
4 December 2018
Financial Planning, Australian Economy

House Prices to Fall 30% (Now We Have Your Attention…)

Karen S
4 December 2018
Financial Planning, Australian Economy

Predictions have become a little more nuanced over the years. And the forecasters don’t just make one prediction, they now make multiple predictions with various scenarios. A good way to cover themselves in the future from people who want to drag up their old and failed predictions for a few laughs.

Karen S
4 December 2018
Investing, Financial Planning, The Markets

Venus & Mars

Karen S
4 December 2018
Investing, Financial Planning, The Markets

What are the differences? If you want to make it simple, women are about security and men are about freedom. That’s what money generally means to each. How does that work for them when investing? 

Karen S
20 November 2018
Australian Economy, Financial Planning, Investing, The Markets

True Grit

Karen S
20 November 2018
Australian Economy, Financial Planning, Investing, The Markets

Investing is nothing to do with talent, nor are gains just handed out for making an appearance on the first day. You also don’t get the choice of when you show up to collect the gains before leaving again. If only it was that easy.

Karen S
20 November 2018
Australian Economy, Financial Planning, Investing, The Markets

Disaster, Stability and Prevention

Karen S
20 November 2018
Australian Economy, Financial Planning, Investing, The Markets

Every year we’ll be confronted with a multitude of disasters. Sombre yes, but a fact regardless. Maybe they won’t affect us personally, but they’ll appear before us on the news and they should be pause for reflection.

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