Personal Insurances

Sit back, relax.

If something unexpected should happen, do you know that you and your family will be cared for? We all need some peace of mind when it comes to protecting our most important assets; some security in knowing that insurance is always part of your financial plan.

While you are working, your most important asset is your ability to earn an income, so it needs to be protected for yourself and your family.

As part of our financial planning service, we check and ensure that you have adequate insurances, and keep them updated as your situation changes.

Dependable insurance policies will protect the financial direction and destination that we have planned, together, with you.

Aspire Retire can review the following insurances for you:

Life insurance and total & permanent disability

Trauma

Income protection

Business expenses

Key person

Sound insurance strategies can make the world of difference to your financial plan.

We make sure of it, for you.

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