Wealth Management

It’s not just business. It’s personal.

 

Whether you are a private individual, a business owner or an executive,

at SPK our purpose is to deliver world-class outcomes for you.

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Let’s build your financial life plan together.

SPK Partners has been helping its customers achieve their financial goals for over 30 years but if you’re still deciding if investing is right for you, understanding the benefits and drawbacks of cash savings vs investing is a great place to start.

The value of investments can fall as well as rise. You may not get back what you invest. On this page you’ll find information about Smart Investor so you’ll be able to decide if it’s right for you, and tips on how to get started. What you won’t find is personal financial advice so if you’re not sure about investing, seek independent advice.

Asset-backed Investments

Here we attempt to explain in simple terms all the different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment.

Deposit Based Investment

In this document we look at all the various deposit based investment vehicles available in the marketplace today and what they mean to the individual investor.

Individual Savings Accounts

Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2019/20 at $20,000, while several new ISA variants, offer savings "bonuses".

Investment Overview

This is an at-a-glance guide with more detailed information being contained in the other documents on this page. The value of investments and income from them may go down. You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change.

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.

Expert Financial Advice

With over 30 years of experience SPK Partners
will ensure you always get the best guidance.

Why Choose Us

Professional

Our financial specialists ensure you get the optimum results. We take the time to listen and understand what’s going on in your life right now. We work with you to identify the goals and priorities that are important to you and your family.

Vibrant

A young, enthusiastic team of advisors are always here to help.Your financial life plan is a journey made up of different stages. Our commitment is to help you navigate this journey, with the aim of mapping and securing your financial future today and tomorrow.

Experienced

We have over 30 years experience providing expert financial advice. By combining our understanding of your financial goals and circumstances with our view of the world, we can select and manage a suitable strategy to achieve your specific needs.

Our personal approach delivers the best outcomes for our clients.

Request a Call Back

 

 

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

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SPK Partners

We provide expert financial advice to both individuals and businesses. With over 30 years of experience we’ll ensure that you’re always getting the best guidance from the top people in the entire industry.



Trading derivatives is risky. It isn’t suitable for everyone and, in the case of Professional clients, you could lose substantially more than your initial investment. You don’t own or have rights in the underlying assets. Past performance is no indication of future performance and tax laws are subject to change.

SPK Partners ltd.

GPO Box 3144

120 Collins Street,

Melbourne VIC 3001,

ABN 84635465404

Phone: +61 390 288 642

© 2018 SPK Partners Ltd. All rights reserved

We take our responsibilities seriously.