|Name||Sean Spencer, AFP®|
|Company||Arcadia Financial Planning|
|Address||PO Box 480
Australind, WA 6233
At Spencer Walsh Financial planners we aim to transform the complex world of financial management into simple plain English soloutions.
Managing your investments, risk protection requirements or preparing for retirement can all be quite overwhelming, as can keeping up to date with legislative changes.
We will provide the advice and tools to allow you to make your financial decisions with confidence, by discussing your personal financial circumstances and future objectives.
We aim to construct an advice soloutions for you and communicate this to you simply and clearly.
Creating the future you choose with financial planning that’s right for you.
Getting to know your financial goals
STEP 1 - Meet with you for an obligation free initial consultation
STEP 2 - Collect all the information needed from you
STEP 3 - Help you identify your goals and current financial position
STEP 4 - Consider strategies and issues, then develop and present you with written
STEP 5 - Discuss these recommendations with you
STEP 6 - Implement the agreed recommendations
STEP 7 – Help you review your objectives, financial situation and needs
We acknowlegeacknowledge that it is often difficult to keep up with the changes out there – both legislation and market changes. Therefore, we endeavour to pass on new trends, opportunities and ideas to you in a structured, yet informal way.
Creating the future you choose with financial planning that’s right for you