Our Passion...to provide our Clients with an Exceptional Lifestyle others only Aspire to.
Wealth Creation Aspiri Financial Services Adviser's initially focus on determining our client's goals - what do you want to achieve? We also discuss our client's acceptance during unpredictable times within the market, to ensure they will remain in their comfort zone at all times during the Wealth Creation process.
Although the answers to the above may counteract each other, Aspiri Financial Services will tailor a Statement of Advice given the considerations above.
By dividing up the three pools of wealth:
Our Advisers are advantaged to provide the highest quality recommendations, with a proper assessment of your goals and comfort with risk.
Insurance We spend so much time meeting the demands of daily life that we don't have time to think and plan for what would happen if we were unable to work. When things in life are moving so fast, maybe it's at the back of our minds. It's only brought to the front of our mind when something happens - then it's too late!
Aspiri Financial Services provides its clients with a comprehensive risk and estate planning service that is designed to provide you with the peace of mind that you and your family will be looked after, in the event of death or disability. Advisers draw on their Tax and Financial Planning experience, to not only choose an insurance policy, but ensure it fits within your overall financial strategy.
Aspiri Financial Services broad needs analysis will quantify your ideal level of cover, and in conjunction with your Adviser, you will agree on an acceptable level of cover.
Aspiri Financial Services has access to a wide range of insurance providers and will assist you to select an appropriate policy and review existing policies.
Investments Aspiri Financial Services provides its clients with a comprehensive Investment Service, designed to not only provide strong, consistent Investment returns, to ensure that our clients are free from the day-to-day hassles and administrations of managing an Investment portfolio.
Aspiri encompasses a holistic approach to Investment Management, similar to that undertake in its Financial Planning process.
A robust Investment process, based on fundamental research, combined with cutting edge Portfolio Management techniques (and technologies), ensures efficient and timely management of your asset allocation and Individual Investments.
Super Superannuation is a key element of achieving your lifestyle goals in retirement and beyond. Through mandatory 9% Employer Contributions, and funds contributed from your personal cash flow, you can create a nest egg to fund your post retirement lifestyle.
Aspiri Financial Services can assist in:
Aspiri Financial Services..
Introductory Webinar
Investor Fatigue - Part One
Investor Fatigue - Part Two
Investor Fatigue - Part Three
Investor Fatigue - Part Four
Gavin Kelly CA B.Com AIMM
Principal & Financial Advisor
Gavin Kelly specialises in providing Financial Services on the following financial products:
Gavin Kelly has thirteen years experience as a Financial Planner and six years experience as a Taxation Accountant
Rodney Rossi CPA B.Com DFP
Financial Advisor
Rodney Rossi specialises in providing Financial Services on the following financial products:
Rodney Rossi has nine years experience working in the Finanacial Services Industry and seven years experience as a Taxation Accountant.
Sharon Kelly CA B.FA
Strategy Manager
Sharon Kelly specialises in developing advanced financial strategies, designed to achieve the ultimate in wealth and lifestyle goals for our clients.
Sharon Kelly has ten years experience as a Chartered Accountant and ten years experience in the Financial Services Industry.
Allyssa Macfarlane Cert III Bus. Admin
Office Administrator
Allyssa Macfarlane assists in the implementation of Financial Strategies, as well as providing Administrative support to the office.
Allyssa Macfarlane has had two years experience in the Financial Planning Industry.
Address: Suite 1, The Miro,
41 Robertson Street,
Fortitude Valley, QLD 4006
Tel: (07) 3363 5000
Email: info_aspiri.com.au
AFSL No.384486
ABN 25 090 764 444
Providing Smarter Solutions for
Wealth Creation | Financial Planning | Investments | Insurance | Super
