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I have been referred to Aspire Retire by a friend or family member or another professional adviser

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Who have you been referred by (name)?*

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Which of the following best represents you:*

Self-funded retiree, wanting to maximise your position

Steward of family wealth, interested in providing opportunity across generations

Pre-retiree, planning for a self-sustained future

Senior Executive at the peak of their career

Someone approaching one of life's significant events (eg: divorce, redundancy, or windfall)

If you’d like to learn more about who we help, click here.

First name*

Last name*

Phone*

Email*

How old are you?*

60+

50 - 59

40 - 49

Less than 40

Country of residence*

Australia

Overseas/other

If overseas/other, please confirm your location*

Postcode*

What is your relationship status?*

I have a spouse/partner

Single

It's complicated

Do you have children?*

Yes, I have adult children

Yes, I have young children

One on the way

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What is your employment type?*

Retired

Self employed

Full time

Part time

Home maker

Other

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What is your partner's employment type?

Retired

Self employed

Full time

Part time

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What is your occupation?

What is your partner's occupation?

I am interested in*

Reviewing my superannuation

Planning for retirement

Dealing with an inheritance

Investing my money

Helping manage my investments

Making sure my wealth is structured well long term

Deal with life after divorce

Help with aged care for either myself or my parents

Business structures and tax

Reviewing my insurance

I'm just starting out and want to start investing

I think I just need help, not sure where to start

Getting help with my cashflow

It's complicated

Looking for a second opinion

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Tell us a little about your home status*

I own my own home and the mortgage is paid off

I own my own home with a large mortgage

I own my own home with a small mortgage

I don't own my own home

My/our superannuation is currently worth*

Above $3,000,000

$2,000,000 - $3,000,000

$1,000,000 - $2,000,000

$500,000 - $1,000,000

$200,000 - $500,000

Less than $200,000

Not sure

Do you have any of the following investments outside of your home and superannuation?*

Investment property/s

Cash or term deposits

Other

No, I don't have any

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The value of my investments outside of home and superannuation is*

Above $3,000,000

$2,000,000 - $3,000,000

$1,000,000 - $2,000,000

$500,000 - $1,000,000

$200,000 - $500,000

Less than $200,000

Not sure

Is there anything else you need us to know?

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Who are you currently getting advice from? (OLD - CHECKBOXES)*

Existing financial planner

Stockbroker

Accountant

None / not applicable

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Who are you currently getting advice from?*

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How did you hear about us? (OLD - RADIO BUTTONS)*

Heard us on 4BC radio

Newspaper article

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Aspire Retire Pty Ltd
ABN 61 104 563 733
AFSL 301712

Head office
Level 6, 345 Ann Street
Brisbane, QLD, 4000

GPO Box 320
Brisbane, QLD, 4001

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances. The views expressed in this website are the opinions of the authors at the time of writing and do not constitute a recommendation to act. All information referenced are believed to be accurate at the time of compilation and is provided by Aspire Retire in good faith. However, the use of this website is at your sole risk. Aspire Retire does not make any representation or warranty as to the quality, accuracy, reliability, timeliness or completeness of material in the site or material in websites linked to this website.