Spencer Financial Group, founded by Toowoomba local Daniel Spencer in 2019, is a leading financial planning firm serving clients in South-East Queensland and Northern New South Wales. With over 15 years of industry experience, Daniel and his team are dedicated to providing personalized and impactful financial advice to help clients achieve their goals and live their best lives. They take a holistic approach, focusing on building relationships, adding value, and promoting progress and growth.
At Spencer Financial Group, the emphasis is on understanding what clients truly value so that money can be used as a tool to enhance their lives. Whether it’s purchasing a new home, starting a business, or optimizing Super growth, the team is there every step of the way, offering innovative advice tailored to individual circumstances. The firm is family-focused, community-minded, and committed to delivering genuine quality of service, ensuring that clients find enjoyment in the financial planning process and their resulting success.
Clients of Spencer Financial Group have praised the firm for its high level of service, communication, and proactive approach to helping them achieve their financial goals. With a passion for staying informed about the latest financial news and education, the team ensures that clients are well-equipped to navigate the ever-changing financial landscape. Through tailored strategies, continuous support, and collaboration with other advisors, Spencer Financial Group aims to provide comprehensive financial planning solutions that empower clients to grow, prosper, and secure their financial future.