Financial planning is all about you and what you want to achieve financially, for you or your family. We develop strategies to help you manage your financial affairs and to meet your goals. Financial planning is not about the product, market timing and speculation.
Aspire Financial Solutions has helped hundreds of everyday Australians in achieving their financial security and giving them a peace of mind. We take the time to listen to our client’s needs and we use simple language to explain our recommendations. We are passionate and driven to help our clients achieve their financial freedom.
The first appointment is really just to get to know each other. The following documents may come in handy for our first appointment:
Identification (drivers licence or other)
Recent superannuation statement (if you can find it)
Overview of bank holdings/loan details
Personal insurance details (if you have any)
A financial plan would include everything that is important to you and would set out your financial position, goals and objectives. We would set out our recommendations to help you achieve your financial goals.
You should meet with us to review your plans every 12 months, or before any major life events.
We charge fee for service and our fees vary depending on the scope and complexity of the advice required. The fees for our services are agreed with our clients prior to any advice given.
