WHY CHOOSE US

Why choose Aspire Retire as your financial advisor?

It’s your money, you have worked hard for it, and you want it to work hard for you. So appointing a financial planner really is one of the most important decisions you will make in your life. You want someone who will travel the journey with you, keeping the plan on target, making sure you are receiving everything you need, and of course, helping you reach your retirement lifestyle goals.

Making this decision wisely is vital for feeling calm, peaceful and confident prepared for the future.

So why choose Aspire Retire?

Here’s what our clients tell us.

You will know where you are going, and how the journey will unfold, for you.

It’s all about clarity and direction. When you meet with our team, we want you to talk.  We want to hear about your life today, tomorrow and your dreams for the future. We want you to give us as much information as you can, so we can clearly understand where you want to be. The result of this is a specifically tailored plan based on your priorities, and your priorities alone. However, no plan is ‘set and forget’. Our financial advisors take a proactive approach, adding value at every opportunity. And when you need us, to discuss the outcome of a specific strategy, to gain further knowledge, or maybe even just to have a coffee, we are there, for you.

You will feel confident that you have made the best choice, for you.

We are not just about advice; we are about the entire relationship. Your financial advisor will always be available; they will always listen and include you, and share information with you in an uncomplicated way.

Feel confident in the quality of advice, which is second to none, as well as in knowing you have a financial partner who’s with you for the long haul.

Impartial and unbiased advice means the best value, for you.

No kickbacks, commissions, or parent company dictating particular products? That means that the financial advisor provides you with advice that is purely and simply, the best for you. Aspire Retire holds its own Financial Planning License and operates as a fee-for-service business. At all times, exactly how much you are paying for our advice, and that it is in not only your best interests but also ours, so that our clients are completely satisfied with the service the receive.

Refreshingly transparent, makes a nice change, for you.

Fees are upfront and transparent. What you see is what you get. Fee-for-service rates are customised based on the financial objectives and complexity of your situation. Everyone is different so a high value investment, for example, doesn’t mean more fees for you. You’ll pay no entry or exit fees, either. The only surprise you will get is the added value Aspire Retire brings to your financial situation.

We want to get to know you.

We actually like making your financial position as positive for you as possible. We like seeing happy and satisfied clients, knowing that we have done our job, and done it well.

Our outstanding service is second to none, because we make it that way.

The number of clients for each financial advisor is capped, so we can maximize , keep you informed and make you feel as special as you should.

Industry awards and recognition

Co-founder of Aspire Retire, Olivia Maragna, won the Association Of Financial Advisors 2012 Advisor Of The Year award. This is the latest in a string of industry awards and recognition that Aspire Retire has won since its inception in 2003. Add to this the many testimonials received from Aspire Retire’s clients, and you have a team of financial advisors with an inspiring reputation and track record. It makes sense to have that experience on your team.

Relevant qualifications

Many financial planners come from an insurance background. Our advisors are more than that. Our team consists of Certified Financial Planners (CFP) and qualified accountants (CPA’s and Chartered Accountants). They are experts, with the right expertise and experience. They’re the team to help you achieve financial security and the freedom to choose your retirement lifestyle.

Read our client testimonials here.

Testimonials

  • It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. read more
  • The expertise and attention to detail with which you have handled our financial affairs could not be faulted. read more
  • We have a feeling of certainty in the absolute integrity of your dealings with us. read more
  • What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. read more
  • Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible. read more
  • You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. read more
  • You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. read more
  • Aspire Retire has assisted me with my complex financial structures and I have been more than happy with the results. read more
  • As a retired financial planner I wanted someone that was professionally qualified, a member of a professional association, an experienced investor, someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could. Aspire Retire meets all of the above criteria. read more
  • Having worked closely with Stephen and Olivia for a couple of years in the financial planning field, I am confident that they would be around for the long term and would always have my best interests at heart. read more
  • We were very impressed with the personalised professional service and advice given to us, and how you have tailored this specifically to suit our situation and future needs. read more