Portfolio Management & Administration

We make it so much easier.

Having a healthy and growing investment portfolio gives you passive income to help you live your life the way you want, while building additional wealth for your retirement.  And it is a vital element for successful financial planning.

Our team at Aspire Retire operates strictly on the policy of constant supervision, making up-to-date adjustments, and taking into account the current economic and political environment.  There is no such thing as ‘set and forget’; the successful management of your portfolio relies upon regular energetic and personal examinations.  If the situation requires changes, your financial advisor is able to administer adjustments quickly and efficiently.

Our fee-for-service model keeps the situation uncomplicated for you, and as we own our Financial Planning License, we are not bound or influenced by anything but providing you with the best advice possible. Aspire Retire receives no commissions or percentages, and all advice is completely unbiased.  Additionally, you are not charged more according to the size of your investments, and there are no entry or exit fees.

We have implemented a policy within our offices of capping the number of clients each fully qualified advisor can manage, so you know that you are getting the best possible attention, and expertise.  All of our advisors are Certified Financial Planners (CFP) and qualified accountants (CPA’s and Chartered Accountants).

Aspire Retire’s portfolio management and administration services include:

Managing your investment portfolio

Direct involvement in investment choice

Direct ownership of investments

Comprehensive portfolio and tax reporting

Record-keeping facility that eliminates the burden of paperwork

Couldn’t be easier, 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