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Financial Report



Our team at Speering Wealth have been providing financial solutions and services for our clients
for over 22 years, 12 of these have been serving our local community. We have the expertise and
experience to explain complex concepts in simple terms, & we believe that the best outcomes are achieved for our clients when they can make informed decisions.
We strongly believe that financial planning is about many things, not just money. It’s about your
lifestyle, your ambitions and your individual circumstances. It is also about us acting with integrity,
building your trust and establishing lasting relationships.
Our financial planning practice strives to ensure that you are in a better position after taking up
our advice than you were prior to receiving it.

what our clients have been saying

Rob & Sue Segaert, clients since 2004

"We have relied on Brad for financial advice and support for our SMSF for close to 20 years. His own development as a truly professional Financial Planner over these years has been testimony in itself to his work ethic and dedication to servicing our evolving retirement circumstances. What we really value is that Brad regularly consults with us and then provides us with a more formal "Statement of Advice" to ensure we have fully understood  that his advice is very personally aligned to our own goals and objectives. Brad is ably supported by Vanessa and Emma, his administration assistants, who can always be relied upon to keep us fully informed with any current matters affecting our SMSF. All in all a very friendly and capable team whom we are truly happy to highly recommend."

Adrian & Marianne Rinks, client since 2002

"We first met Brad in 2002 when we were looking at investment and superannuation options and have continued to do business with him since.  After our initial meeting and discussion of our financial goals, Brad provided planning options and explained them in depth, which enabled us to make a structured plan for our future. He provided options that we had not considered or thought financially possible. Brad has always been very approachable; if we have any questions or concerns, he is only a phone call away.  At our scheduled annual meetings, Brad reviews our strategies in detail and ensures that we were on track to achieve our goals. We have recently retired and feel secure for our retirement future, primarily due to Brad’s ongoing financial guidance and advice. We have no hesitation in recommending Brad for any financial planning needs."

Josephine Woodhouse, client since 2018

"Navigating the road to retirement can be a daunting process especially when it comes to financial planning. Brad however allays any reservations as he brings both experience and expertise to his specialist field of financial planning. In addition to this, Brad has an innate integrity and honesty and genuinely cares and is sensitive to his client’s individual circumstances. These qualities have made Brad very approachable, and therefore the road to retirement a happy and smooth one. Vanessa and Emma, Brad’s administrative assistants are equally approachable, efficient, and happy to help with any query. I look forward to many more years as a client of Brad."

Angela Moore, client since 2007

"Brad has been my financial advisor for over ten years. I have always been very happy with the excellent service he provides and the knowledge that my superannuation is in good hands. I would recommend him to anyone seeking a financial planner with integrity, professionalism, and a sound understanding of the market."

Lee & Maria Wood, clients since 2008

"We would like to thank Brad for his expert advice and handling our financial affairs for the past thirteen years. His knowledge and genuine interest in achieving the best results for us has been exceptional. We would highly recommend Brad and his team's services."

Peter & Robyn Griffith, clients since 2004

"We would sincerely like to thank Brad for the great work he has done managing our finances over the past 18 years. From the investment we started with, through to our Super, & then planning our retirement, Brad’s honesty, approachability & work ethic has left us in no doubt our retirement will continue to go smoothly. Thanks very much Brad."

Financial Report

Speering Wealth Financial Services


Office Address: Shop 3, 126 Terralong St, Kiama NSW 2533

Postal Address: PO Box 390, Gerringong NSW 2534


Office Phone: 02 4232 4633

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