STEPHEN DEGIOVANNI

Stephen Degiovanni

As co-founder of Aspire Retire Financial Services in 2003, Stephen Degiovanni brought more than 20 years experience to the business, in providing professional accounting and financial advice to clients in tier-one chartered accounting firms and national stockbrokers.

A specialist in long-term investment planning and structuring of investments, Stephen is passionate about realising Aspire Retire’s core promise to every client: clarity, direction and confidence.

He works closely with clients to clarify both personal and financial goals and then recommends a strategic direction that best suits each client’s unique situation. Stephen’s qualifications and experience, coupled with his focus on delivering a very personalised planning service, instills confidence in his clients that their investment strategy is a sound one and will deliver the lifestyle and financial security they desire.

His clients include self-funded retirees, wealth accumulators, family businesses, self-managed superannuation funds and high net worth individuals. In particular, he has played a vital role in developing the financial planning divisions of companies with whom he has worked throughout his career.

Stephen is a Certified Financial Planner with the Financial Planning Association of Australia Limited and a Certified Practising Accountant (CPA) with more than a decade’s experience in superannuation and income tax. He is also a recognised SMSF Specialist Adviser with the Self Managed Super Fund Professionals Association of Australia. He holds a Bachelor of Commerce, majoring in Accounting and Law in Administration.

See Stephen’s awards and media interviews

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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