“Gary has the ability to tailor the management of a fund to our needs. He has taken us from our era in a successful business to our retirement. He managed my husband’s requirements after being admitted into dementia aged care, and my retirement and life as his carer. I have complete trust in his expertise and appreciate his caring disposition. I would add that Gary is now looking after the next generation of our family.”
“I’ve known Gary for so long and established a comfortable relationship that has guided me through 21 years of retirement and put me in a sensible financial situation for the future. I find him very easy to talk to and appreciate his ability to explain and advise, presenting options and making recommendations without being overbearing so that ultimately I make the decision. His ‘people skills’ are excellent both in his manner and his ability to remember exactly who I am, what I have done in life, what my interests are and essentially, who I am. It makes for confidence in him, his advice and my future.
To sum up, his best points are: Showing concern for client’s welfare, communicating information, instilling confidence & not overselling or giving false hope.”
“Gary has advised me for 14 years while he has been with three different companies. During this time, he has consistently and continually provided professional and personable service. He takes a great deal of care and trouble to understand my needs and what I want and will need in the future. He communicates in clear plain English, when others in the same or a similar profession often insist on legalise or financial speak.
I feel assured of positive and consistent market returns while at the same time feeling protected. As he now also advises three others in my family his loyalty and trust have been tested. I can attest to his discretion - a rare and valued quality. He’s approachable, even with the simplest of questions, and I like that he most often ends a call with ‘Is there anything else I can do for you?’ ”
““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.” ”
“Gary has looked after our retirement finances for the last 20 years and has advised differing strategies with every change in our situation, for which we are extremely satisfied.”
“Gary’s strengths include listening and demonstrating patience with his clients. He has empathy and a sincere desire to want to see his clients succeed with their financial goals as well as their lifestyle challenges.”
“From the initial meeting, where Gary took the time to get to know us and explore our needs and wants in a holistic way, down to the administrative execution of insurance and super fund changes. We felt that Gary was always customer focussed and trustworthy. He’s demonstrated broad and in-depth knowledge, taken time to educate us and explain our options (often repeatedly as we changed our minds at times) and does so with patience and humility. Our experience with him has been uplifting and reassuring for us.”
“Gary has a pleasant manner and does not “talk down” to you. He is patient when explanation is needed and follows through on advice and change of investments swiftly and thoroughly.”
“Spencer Private Wealth has protected and managed my finances for a very long time and has given me excellent advice and service. They have invested my money well and increased my financial state. I would not hesitate to recommend them to family and friends who might need the excellent advice and care that Gary and his team provide to their clients. ”