Lifestyle-based
Financial Planning

 

We specialise in superannuation, retirement planning, investment portfolio construction and personal insurance.

We take the time to listen and understand your true needs and desires. We explain in plain English the concepts and strategies that will empower you to become a more insightful investor. Together we will create a tailored financial plan that works best for you to achieve your financial security and dream retirement lifestyle.

Superannuation & Retirement Planning

 

Planning to retire may be one of the biggest decisions that you will make. Trying to understand the complexities around superannuation may be daunting for a lot of people. We help you uncover the many options available from your superannuation. We will help you plan for your retirement and ensure your superannuation last throughout your retirement.

Our job is to take the worry out of money so you can enjoy your retirement.

We can assist you in a range of comprehensive services:

  • Salary sacrifice
  • Transition to retirement
  • Retirement income streams
  • Centrelink strategies
  • Estate planning strategies

Investment Advice & Wealth Creation

 

Choosing your own investments can be challenging. Not only does it take time, it requires a lot of work to understand the way the financial markets behave. It also involves diligence, because financial markets can move quickly, catching you unaware. You need specialised expertise, always having your finger on the pulse. Thankfully, we have both. READ MORE 

Our investment strategies and advice include:

  • Cashflow management
  • Tax effective investment planning
  • Portfolio construction
  • Mortgage broking services

Personal Insurances

 

Having adequate levels of personal insurance cover is all about providing you and your family a peace of mind should something unfortunate were to happen to you. The insurance covers we help you put in place will ensure the finanacial burden does not rest with you or your family.

We can help review the following insurances for you:

  • Life
  • Total & permanent disability
  • Income protection
  • Trauma
  • Develop the most appropriate funding structures to meet your budget and needs

Aged Care Planning

 

It’s easy to feel stressed about making big aged care decisions, especially when there’s a lot at risk and you’re making life-changing choices. As an accredited age care professional, we will help you to optimise pension entitlements and reduce aged care fees. We work to structure finances, so that aged costs are affordable now and sustainable into the future, giving you peace of mind for the long term.

Contact Us!

 

Aspire Financial Solutions Pty Ltd ABN 43 169 980 554 is a Corporate Authorised Representative (No. 462690) of Meritum Financial Group ABN 93 106 888 215 AFSL No. 245569 (“Meritum Financial Group”) of Level 1, 105 – 153 Miller Street, North Sydney NSW 2060.

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