Financial advice you can trust.

Make smarter decisions with expert financial services, tailored to your needs and goals.

Stress Less.
Take Control.
Plan Ahead.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.

It’s leaving a legacy for the next generation.

At Aspire Wealth & Protection we help you get control of your money so you can live life on your terms.

How can we help?

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Insurance

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Retirement Planning​

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

Protecting your Lifestyle

Your local financial partners

Aspire to excellence.

Aspire Wealth & Protection is a privately owned financial services practice in the Hunter region of NSW. Since 1983, we’ve grown with our clients’ financial journeys, evolving into an award-winning practice with a team of qualified financial advisers and range of financial services.

We’re proud to have served many clients for more than 30 years – assisting families across several generations, at every stage of life from startup to retirement. Over the years, we’ve built a reputation for integrity and quality work across many industries and occupations.

Tailored financial solutions.

We structure your financial journey to achieve the best results for your future – in a way that suits your unique preferences. That means every solution is custom-built from the ground up to meet your needs and goals.

Our client-first approach and lifestyle guidance sets us apart from other financial advisers. You can make informed, smarter decisions with all the facts and expert insights at your fingertips. That means that we act in your best interests at all times, with highly qualified and transparent advice. Your adviser will outline how we can best support you and explain clearly how we’re remunerated for advice and services.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Prepare for tomorrow, make the most of today.

Insights

Kind words from our clients

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Jane Brown

Head Accountant

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