The Trusted Advice Professionals
Shop 264 Stockland Mall Wetherill Park, 561-583 Polding Street, NSW 2176
STRATEGIC PLANNING OPPORTUNITIES TOGETHER
About Us
Our Mission
"We aim to provide strategic financial advice to our clients, at a competitive price, to help you make informed decisions"
It's all about you
Receiving advice could be critical to your financial future when protecting / accumulating wealth, transitioning to retirement or preparing for life post work.
We pride ourselves on ensuring “our clients interest is always placed first", so the advice you receive, will always be honest, fair and reasonable. In the odd chance we cannot help you, we will let you know and may be able to refer you on to the right professional.
Talk to us
The first consultation is our expense and is about understanding and listening to what’s important to you. Once we have a good understanding of how we can help you, we will quote you a fee. From there it’s up to you to decide whether to proceed or not.
Our Business
David Sengchansavang
David Sengchansavang
David Sengchansavang
Director | Senior Financial Planner AFP®
"I am an experienced financial planner and provide advice to my clients with best interests duties at heart. It is my job to understand my clients goals and help prioritise these so that we can work together to achieve real and possible outcomes.
I have over 14 years experience in the Financial Advi
Director | Senior Financial Planner AFP®
"I am an experienced financial planner and provide advice to my clients with best interests duties at heart. It is my job to understand my clients goals and help prioritise these so that we can work together to achieve real and possible outcomes.
I have over 14 years experience in the Financial Advice industry and over 17 years in the financial services."
My professional qualifications include:
- Master in Financial Planning
- Graduate Certificate in Financial Planning
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
My memberships include:
- Financial Planning Association
- Tax Practitioners Board
David Sengchansavang and Wealth Spot PTY LTD trading as TST Advisory Wealth are Authorised Representatives of Spark Advisers Australia Pty Ltd AFSL 380552
Yanna Antipuesto
David Sengchansavang
David Sengchansavang
Client Services Manager
I'm Leannah Jasmin Antipuesto and people are familiar with me as Yanna. I am passionate about customer service and ensuring my clients are happy. I have held various senior roles within customer service and have had exposure to various industries for more than half a decade.
I am currently transitioning into the
Client Services Manager
I'm Leannah Jasmin Antipuesto and people are familiar with me as Yanna. I am passionate about customer service and ensuring my clients are happy. I have held various senior roles within customer service and have had exposure to various industries for more than half a decade.
I am currently transitioning into the Financial Planning industry as a Client Services Manager where I will leverage of my experience to help meet the needs of my clients. With my expertise and professionalism, I am composed in making things happen through diligent planning, integrity, and resiliency.
I am genuinely happy to be part of this industry in which I can impart my ingenuity. I believe every person is indeed the architect of their own fortune and having the right experts with the right advice will not only help you with your financial freedom but will also set you up for life. “Let's win together!”.
Advice strategies
David Sengchansavang
Advice strategies
We will work with you and help navigate through the complexities, step by step.
Strategies can include:
- Self Managed Super Funds: If you prefer control, Investment Properties, direct shares, ETF's
- Personal Insurance Income, Death, Disability, Critical Illness
- Debt management: Deductible vs Non-deductible, consolidation
- Cash Flow Management:
We will work with you and help navigate through the complexities, step by step.
Strategies can include:
- Self Managed Super Funds: If you prefer control, Investment Properties, direct shares, ETF's
- Personal Insurance Income, Death, Disability, Critical Illness
- Debt management: Deductible vs Non-deductible, consolidation
- Cash Flow Management: Budgeting
- Wealth accumulation: Investment Planning
- Superannuation: Consolidations, Investment options, contributions
- Ad hoc events: Inheritances, redundancies, downsizing
- Taxation: Tax reduction strategies working with a tax professional, Capital Gains Tax
- Retirement income: Income streams, Defined benefits
- Social Security: Strategies which may enhance entitlements
- Estate planning: working with a legal professional
Our Partners
Memberships
