A small but leading financial advice firm, Aspire Wealth & Protection, has taken out the Financial Services award against some major contenders in the 2016 Port Stephens Annual Business Awards.
The privately owned Nelson Bay based practice was among five finalists including two Greater Bank nominations (Nelson Bay and Salamander Bay), Newcastle Permanent Building Society (Medowie) and Advanced Finance Solutions.
Director Chris Hale said being voted as the best among some big industry players is a great testament to the team.
‘We may be small but we’re big on delivering the very best guidance and support to help people manage, grow and protect their financial assets,’ Mr Hale said.
‘Because we’re privately owned and not aligned to any large bank or insurance company, we’re able to specifically tailor investment options to support businesses, individuals and families at every stage of life, from start-up to retirement.’
Aspire has provided trusted and personalised financial and advisory services for the past 33 years, and this year marks 20 years serving the people of Port Stephens with two years in its new office at Nelson Bay.
The practice specialises in advising on superannuation and retirement savings, building wealth and assets, along with providing quality income protection, life and trauma insurance.
In an increasing challenging and competitive market, Adviser Ratings has emerged as Australia’s first transparent and independent service to assist people find, rate and review qualified financial advisers among the more than 23,000 listed.
‘Aspire is proud to be a Platinum rated adviser with an overall client satisfaction rate of 94%,’ Mr Hale said.
‘Our emphasis on integrity and excellence has enabled us to achieve very high levels of trust and satisfaction that make us stand out from the crowd.
‘This award is a great vote of confidence in our approach and results.’
The Port Stephens Annual Business Awards were announced on Wednesday October 12th at the Nelson Bay Diggers/RSL.