Investment Advice

Uncomplicated Investment strategies and sound advice equals good financial health.

Let’s keep it simple and uncomplicated.

We understand that you don’t want to be bombarded with financial jargon, you just want your investments to work for you.  We appreciate that you have your own agenda, your own responsibilities and dreams, your own life to live.

So Aspire Retire makes your investment matters seem straightforward and undemanding for you, no matter how sophisticated they may actually be.

Aspire Retire holds its own Financial Planning License,  so our team’s strategic advice is both clear-cut and in your best interests.

We are not bound to any parent organization who dictates a particular suite of products.
We live and die by our reputation and pride ourselves in being completely transparent in all our transactions with you.  Our fee-for-service model helps, in that it is not linked to financial products or how much money you have, but rather the financial objectives and complexity of your situation.

We provide strategic advice with only your interests in mind, because we know that dreams can actually come true.

You can have complete confidence that your good financial health always comes first.

Your financial advisor understands that you don’t need to know every complexity of high finance, however is more than happy to provide ongoing education about markets, the economy and your investment strategy. Feel confident, know as much as you would like, and trust that the advice you are receiving is of the highest possible standard.

Investment strategies and advice include:

Matching investments to your objectives and risk preferences

Tax effective investment planning

Managed funds, master funds and wrap accounts

Direct investments: cash, fixed interest, property and shares

Buying and selling of listed investments

So you can get on with your life, we have it all in hand.


  • 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