Through our arrangement with MLA Lawyers Pty Ltd, we facilitate a comprehensive range of estate planning services.
Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Director & Financial Adviser
SPG Wealth is a small financial planning practice based in Perth, WA. The business was formed on the desire by owner Ryan Baker to help every day people make a difference to their financial future. Our core belief is that it doesn't matter how much you have now, it's about making wise decisions with what you've got and making the most of what life throws your way!
Ryan has spent over 15 years working within the Financial Services industry with over 6 years providing advice to clients. Whether it's consolidating Super Funds, reviewing insurance needs, budgeting, estate planning, tax minimisation, mortgage broking or retirement planning SPG Wealth and their referral partners can help. Ryan is passionate about helping clients make better financial decisions and enjoys seeing people grow in confidence as the plans implemented make a difference.
At SPG Wealth we believe that Financial Planning is not about selling products but about helping people, providing sound advice and assisting clients make wise decisions that in the long term help them achieve their goals and objectives.
Ryan Baker is an authorised representative (341179) of Dover Financial Advisers Pty Ltd (AFSL 307248).