Financial planning means managing all aspects of your financial situation.
Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:
- Risk insurances;
- Debt and debt management;
- Cashflow and income management;
- Career planning;
- Aged care; and
- Estate planning
Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.
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).