(02) 4984 1988 advice@aspirewp.com.au


HOW CAN WE HELP YOU?

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Start

My adviser will discover my current situation and explore my ideas, goals and aspirations.

Strategy

Professionally developed by my adviser. Presented and explained to me. I have a choice to implement in full or modify the recommendations.

Implement

My adviser implements my strategies. My adviser will let me know when they’re all in place.
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Review

I can contact my adviser at any time to review my situation. My adviser will regularly contact me to review my progress/situation.

Pre-appointment check

To provide appropriate advice, we need to thoroughly understand your financial position. Prior to our meeting, it helps to gather all of your necessary information so that we can make the best use of our time together.

Initial Meeting

This meeting is at our cost and is about looking at your needs, your goals, your current situation, your background, where you would like to be and what is important to you.

Strategy Meeting

Using the information from the discovery meeting and our experience as financial advisers, we analyse your situation, assess your goals, structure possible solutions and identify key areas requiring attention. These are then detailed in our written ‘Strategy Paper’.

Implementation

This involves explanations of our recommendations in detail, we then arrange for implementation of these recommendations. Providing you with a blueprint of your financial plan.

Progress Meeting

It is important to keep your financial affairs up to date. The review sessions will take into account any changes in circumstances, as well as any changes to legislation and the market. We will tailor it to fit with your requirements and needs.

Ongoing Service

Your Aspire adviser will set up an ongoing service offering that meets your continuing financial advice needs.

Smart Financial Decisions

Quality advice for your financial life

Aspire are able to help you make smart financial decisions through the development of short and long term strategies to improve and protect your lifestyle, now and in retirement, through quality financial planning advice, uncompromising integrity, trust and personalised service.

Let's talk about your financial planning needs

Call us on (02) 4984 1988 or email advice@aspirewp.com.au to arrange your first consultation.

Contact us
Chris Hale has been our financial adviser since 2000. The financial decisions we have made under his assistance and guidance have allowed us to strike the right balance between meeting our ongoing budget commitments. Investing sufficiently to enjoy a comfortable retirement. We also recognise the peace of mind we have experienced, knowing that in if an unexpected serious illness or accident occurred to either of us, our family’s financial welfare would not be a concern. The professional and efficient team at Aspire Wealth and Protection has helped to develop a strong and rewarding relationship over the years. We have enjoyed Chris’ friendship and benefited from his diligence and ongoing commitment, and happily recommend his services to other clients. Martin & Melinda