Spentwell

Having had markedly mediocre experiences with financial advisors in the past I sought Keiths help for a review of my finances. Initially i was attracted to Spentwell by the promise of a jargon-free approach. The initial getting to-know-you session was enjoyable and enlightening, we agreed a one-off review was required. Keith then helped me to track down a mislaid pension, consolidate accounts, plan for retirement and navigate the Australian pension/tax system. I cant quite express my relief for having gone through this process, and the reassurance that comes from having a solid plan. I felt listened to and understood, Keith was professional, quick to follow things up and tenacious in tracking things through. I have no hesitation in recomending Spentwell services to others, and indeed i already have.
Jan 31st, 2022

From the beginning, Keith was incredible. He was approachable, friendly and professional throughout. He put both myself and my partner at ease with our finances, and made all steps really clear and easy for us to understand. I could not recommend Keith more and I look forward to working with him more in the future.
Mar 20th, 2023

After a big life event we wanted to plan our finances for the future so we could achieve our some day goals. Keith at Spentwell was great, gave us crystal clear advice about retirement planning and helped us find and arrange the right financial products for our medium term goals. Highly recommend
Jan 1st, 2023

This is my first experience of financial planning and I found the prospect quite daunting but Spentwell really do break it down and really deliver on their "jargon-free" promise. I've found the process easy to follow, reassuring and easy to manage around my work/family time. The attention to detail, communication and service are first class. I wish I'd engaged with them sooner. Would highly recommend to anyone.
Apr 6th, 2022

Positive: Professionalism, Quality, Responsiveness, Value
Nov 20th, 2021