Self Funded Retirees

Look forward to your retirement. You deserve it.

You’ve worked hard all your life, done the right things, and expect to have a rewarding and happy retirement. So how are you going to make it happen?

The key to achieving your dream retirement lifestyle is planning.

That’s it. Planning.

It’s simple, and with our help, you have the power to make that time of your life whatever you want.

If you have already retired, or retirement is looming, it’s time to start preparing now. And that is where we can help.

By listening to you, understanding your lifestyle choices, your health options, and your overall financial position, we will plan for you to reach your retirement with calmness and peace of mind.

As a self-funded retiree you’ll already have some of your own funds. However, you may be entitled to additional benefits. We make sure you get everything available to you.

Should you need aged care as you get older, our experienced financial advisors will set up your finances in the optimal way, so that you have the capacity to manage the cost without additional pressure on you or your family.

There may be additional benefits available to you as well, such as part pensions. We will make sure that your plan adopts any changes or new government schemes as they are introduced.

If you are worried about how to pass your wealth on, we can create a succession planning strategy that best suits you and your family, without stress or undue anxiety.

It’s your life, your retirement, and your dream. Our exceptional level of personal service means that you can feel confident in achieving that particular lifestyle that suits only you.

And we keep you informed. You’ll receive regular updates regarding your investments, and ongoing education regarding financial matters and the economy in general.

Additionally, you know that your financial advisor puts you and your interests first. We offer unbiased advice based on our unique fee-for-service model, free from the influence of commissions.

Our clients expect and receive a happy and content retirement. That’s our job.

And we do it well.

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