Meet Peter Spann, our Chief Investment Officer
Peter has over 20 years experience in Financial Services including financial planning, finance, stockbroking, funds management, property development and capital raising and has served on the boards and advised a number of private and public entities.
Peter is a qualified stockbroker, financial planner and member of the Australian Institute of Company Directors.
He strives to help make investing simple to understand and easy to achieve. His particular interest is emerging markets.
He is a Director of the ASX Listed Investment Company Excela Limited, is listed in ‘Who’s Who’ Queensland Edition, and his charity, Fox Smile helps underprivileged children with health and education.
His bestselling book “Wealth Magic” has been translated into seven languages, and his other books are “How to Build a $10 Million Property Portfolio in 10 Years” and “Little Pot of Gold”.
He is well known for his inspirational seminars and films on life success, wealth creation and personal development. His goal is to help people reach their full potential.
His personal interests include travel, boating, aviation, fine art, writing, and film.
Peter Spann’s 8 Key Principles of Wealth Creation
- Follow the money
Invest in a similar way to the world’s wealthy – take advantage of a tailwind but buy when investments are cheap for the long term. - Invest for the long term
Invest for 10+ years and you can enjoy the benefits of compounding - Set up your Personal Investing Program
Add to your investment regularly through a Personal Investment Plan to take advantage of market cycles and reach your goals faster - Growth first then Income
Real wealth is built from growth investing in quality assets over the long term - Manage Risk
Build risk management into your strategy and never break your own rules - ‘Best of breed’ Automation
Search out the very best investment managers in every area and use their strengths to manage your investment portfolio - Apply leverage where sensible
When the time is right consider leveraging your investing in line with your risk profile - Supercharge superannuation
Use the highly favourable Superannuation legislation to boost your savings and investing potential
Learn more about Excela, our Funds and how we approach our investment objectives.
Read how Investing for Growth or Investing for Income could help you free your future.
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