Speering Wealth

22/02/2024

Set yourself up for a successful and secure financial future with a personalised financial plan tailored to you and your goals.

Book an appointment with Brad today to get a head start on the planning process through our online contact form www.speeringwealth.com.au/book-online or by calling our office on 02 4232 4633

07/02/2024

Planning for your retirement can never start too early.
Book a complimentary 1 hour meeting with Brad to get a head start on your plan today and make the retirement you desire a reality.

Appointments can be made via our online contact form www.speeringwealth.com.au/book-online or by calling our office on 02 4232 4633

07/02/2024

Get a head start on your dream financial plan today by booking a complimentary 1 hour meeting with Brad.

Appointments can be made by calling our office on 02 4232 4633 or via our online contact form www.speeringwealth.com.au/book-online

28/12/2023

26/10/2023

15/06/2023

Some very kind words about Brad and our team from an ongoing client of ours!

09/05/2023

MLC 2023 Federal Budget Analysis Highlights

The Federal Budget focuses on providing cost of living relief through lower power bills, higher welfare payments and more support for small business and housing

27/04/2023

MEET THE TEAM
Emma Speering | Client Services Officer & Marketing Coordinator

Emma has been a part of Brad’s team since early 2020. Her main responsibilities within the business include working alongside Brad in assisting with preparation of financial advice, creating our marketing content, management of all marketing platforms, coordination of marketing communications to clients, and assisting Brad and Vanessa with any other administrative tasks required. Aside from working at Speering Wealth, Emma is currently studying a Bachelor of Health and Physical Education at the University of Wollongong and bartends on weekends. She also enjoys playing netball, socialising with her friends, and going to the beach.

13/03/2023

Come and speak to Brad about your options today!
Book an appointment through the link in our bio or by calling our office on 02 4232 4633.

08/03/2023

Happy International Women's day to all the women in our team and our community.

A special appreciation for the women a part of our team here at Speering Wealth, Vanessa & Emma. We wouldn't be the same without you.

01/03/2023

MEET THE TEAM
Vanessa Kotwal | Senior Client Services Officer

Vanessa is the first point of contact here at Speering Wealth. As Senior Client Service Officer, Vanessa is responsible for communicating closely with clients, administering & implementing client services, and ensuring operations run smoothly. With a Diploma of Financial Planning and over 20 years of experience in the finance industry, 8 of those working for Brad, Vanessa is a reliable, diligent, and essential member of the Speering Wealth team. Aside from work, Vanessa enjoys spending time with her family and friends.

01/03/2023

Thinking about retiring early? Not sure if will be possible for you?

Book an appointment online through the link in our bio or by calling 02 4232 4633 to discuss your options with Brad and our team at Speering Wealth today.