Welcome to Aspirations Wealth
Bespoke Professional Financial Advice
About Us
Aspirations Wealth Group are a passionate boutique team of professional advisers focused on delivering proactive, strategic advice on investments, tax and insurance to help our clients build and protect their wealth over their lifetime. We work with individuals, families, businesses and institutions to deliver professional financial services and solutions.
You have meaningful goals and aspirations, our Wealth Advisers can help you reach them.
What Makes Us Different?
Our clients often say to us “You really love what you do, don’t you?” This is our business, and we do it because we love it. Our passion is to really understand your needs and to design a financial plan that delivers the outcomes that you want.
We actively manage client’s investments with a personalised approach to create a solution that matches each individual’s needs. We focus on the long-term and generally take a conservative approach.
How We Can Help
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Retirement Planning
During your pre-retirement years, super ‘suddenly’ can become your major focus as retirement is just around the corner.
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Superannuation
When it comes to retirement, superannuation for most people will be the largest asset outside of their home.
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Life Insurance
We all know life doesn’t always go exactly to plan, that’s why it pays to be prepared for life's many great and unwelcome surprises.
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Wealth Creation
Building your wealth is all about putting long term strategies in place to help you make the most of your finances.
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Tax & Accounting
Getting ahead today takes strategy, expertise, skills and commitment and that's where Aspirations Wealth Group comes in.
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Estate Planning
Estate planning is about passing on your wealth to the people you most care about, in the most tax effective manner, and with the least hassle.
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Portfolio Management
When it comes to retirement, superannuation for most people will be the largest asset outside of their home.
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Aged Care
Decisions surrounding aged care can be challenging. We can help you find the answers.
Our Advice Process
Making the decision to meet with a financial adviser can be daunting for many people. Understanding the process that your adviser will follow when meeting with you, and being prepared for what you can expect can help you feel comfortable with your decision.
The first meeting you have with us is complimentary. During that meeting, we’ll discuss:
Where you are now and where you want to be
Your financial situation
Your financial and lifestyle goals, and aspirations
Your current super, investments, debts, insurance and estate planning
We are often able to provide some general advice and education during this meeting – without fail, everyone finds the meeting to be highly valuable. We’ll also introduce you to our team and explain how our Licensee, Aspirations Private Wealth, adds real value and support to ensure you get the highest quality advice throughout your time with us.
Following this meeting, we’ll contact you to book a second meeting (also no cost to you) where we will present the ways in which we believe we can help you achieve your aspirations. We’ll confirm any upfront and ongoing investment you need to make and show you the benefits associated with our advice.
Should you choose to progress with our proposed advice, we’ll build a formal Statement of Advice and meet a third time to present this advice and begin the implementation of any recommendations. And this is really just the beginning…
Our long standing clients will tell you that our ongoing advice is where our value lies and we’ll outline to you how often we’ll meet and how we help keep you on track as you go through each stage of life, as legislation changes – in fact, anything which impacts your financial plan.
What Our Clients Are Saying
See our insights into the current financial market
Contact Us
Phone
(02) 9580 7966
Address
Level 1, 621 Kingsway, Miranda NSW 2228
Mailing Address
PO Box 210, Miranda NSW 1490