TESTIMONIALS

Aspire Retire is a financial advisor to business owners, self-funded retirees, senior executives, recently separated or divorced persons, and charitable organisations.

Since Aspire Retire began in 2003, 95% of new clients have come from word-of-mouth referrals.  We take a genuine interest in our clients lives and are flattered when we are invited to their significant events, often as the only non-family member.  One of our favourite invitations was to a client’s 80th birthday party.  Unsure of where we would be seated in a large room of tables, we were honoured to be seated at our client’s head table next to their cardiologist.  This is one of many invitations that we receive and value the relationships that we have with our clients.

Here’s a sample of our clients’ experiences.
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“We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.” – Harry & Maureen – Client since 2003
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“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. 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. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.” – Johanna – Client since 2005
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“Never ever, ever, since we have been with Aspire Retire, have I ever gone to bed worrying about money. You take care of our affairs fully – thank you!” – Eleanor – Client since 2014
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“This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after.” Emma – Client since 2016
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“My wife and I met Olivia and Stephen in 2003.  We knew how to earn money and knew how to spend money but when it came to financial planning we were novices.  After meeting with Olivia and Stephen, we took on their recommendations and here we are 13 years on extremely pleased with the decision we made.  We find the entire Aspire Retire team pleasant at all times and easy to work.  They are always contactable, courteous and helpful and they are so easy to recommend to others.”  Mel – Client since 2003
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“As a retired financial planner, I knew what I wanted in regard to appointing my own financial adviser when I finished work. I wanted someone that was professionally qualified, a member of a professional association, someone who had experience with investments, and a background in accounting was preferable. I also wanted someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could. In choosing to appoint Stephen and Olivia from Aspire Retire, I knew that I was satisfying all of the above criteria. Having also worked closely with Stephen and Olivia for a couple of years in the financial planning field, I was confident that they would be around for the long term and would always have my best interests at heart. I have no doubt in recommending Stephen and Olivia to any of my friends and family.” – Peter – Client since 2003
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“Last year we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. 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. You are always happy and engaging, but at the same time, we are never in doubt of your professional acumen. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.” – Allyson – Client since 2007
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“Thank you to you and everyone who formulated our advice. It’s so comprehensive, it just reaffirms our complete faith in you. Thanks again for everything. It’s always a pleasure.” – Glenn – Client since 2015
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“I have been a client of Aspire Retire since 2004 and would highly recommend their services. They have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to Aspire Retire and they also are very happy with the service. I will definitely continue to rave about Aspire Retire’s services.” – David – Client since 2004
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“Thank you Olivia and Steve for your warmth, kindness and support.  If I could, I would adopt you both.  Thank you again and big hugs.”  Marjorie – Client since 2003

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“My husband and I came to you to discuss our personal superannuation fund and to also discuss the options that were available for our future financial planning. 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. We felt very comfortable to put our finances in your care and for you to guide us in the right direction. We found you to be the most professional of those we interviewed. I have no hesitation in recommending your services with complete trust and I look forward to a continued relationship with you.” – Lorna – Client since 2007

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
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