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Retirement Checklist!
Retirement Checklist
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Unlock the secrets to a stress-free retirement through these 8 covered topics
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Lifestyle Design
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Easily Accesible
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Expert guidance
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Proven Strategies & methods for success
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Benefit from the wisdom of retirement experts distilled into an easy-to-follow checklist
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Save valuable time by leveraging our checklist's efficiency and organization in your retirement planning process
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Systematic approach to ensure you don't miss any important retirement planning milestones
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It's completely FREE of charge!
Our team of experts can provide you with advice on superannuation and investment strategies to help maintain your wealth and provide peace of mind as you head towards retirement. We constantly monitor and optimize your investments to ensure that they are performing at their best.
Have you taken the time to consider your retirement strategy? It’s never too early to start planning for your future. Book a free discovery call with us today to discuss your retirement goals.
You won’t have to deal with offshore call centers, pesky sales pitches, or any obligations when you talk to us. We are a local Sydney-based team of real people who are passionate about helping you achieve your retirement goals.
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Roger Sousa has been our financial advisor for many years now. Roger and his team at Aspiram Financial Services are very professional, knowledgeable, trustworthy, caring and friendly. Roger’s advice is always well received, and we know we can look forward to reaching our financial goals with confidence. Thank you Roger and Team!
- Sylvia B
I have been affiliated with Roger Souzer for many years and the service given has always been highly professional, friendly and of the highest value and quality. He or his team always respond to queries promptly and efficiently. I would not hesitate to recommend Aspiram to anyone looking for top quality financial advice.
- Misha Ferankel
Recently I did a week of work experience at Aspiram. It was an amazing few days and well above my expectations! The staff are incredibly kind and caring! I highly recommend this place, not only for students interested in work experience, but also for clients who are looking for amazing financial advice!
- Nathan Fereig
Roger Sousa has been our financial advisor and has been looking after our financing for over 10 years now, and comes highly recommended. The team at ASPIRAM FINANCIAL PLANNING is more than interested into looking after your financial plan and objectives. Always remember if you fail to plan, then you plan to fail, so give the team a call at Aspiram and allow them to get your finances on track for a positive outcome.
- Garry Barnes
We’ve been seeing Roger Sousa for a number of years now and have always found him friendly and responsive. When we leave a meeting we feel relieved and confident that our financial interests are attended to in a reliable and professional manner.
- Rebecca Sykes
A week of work experience and fell in love with not only the company, but the amazing staff. Definitely go check out Aspiram! They truly care for their clients and aim for the best. Such a welcoming environment full with joy.Thank you for having me and will definitely return :)
- Rahma Akeg
Roger and his team are always helpfully and thorough in their dealings with me. They actually care about their customer and the atmosphere is almost a family like one. I can’t recommend them strongly enough.
- Barry Burke
About Aspiram Financial Planning
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At Aspiram, our service delivery is clear and focused on value and you will know exactly what you are paying for and why hence our devotion to transparency.
We work to deliver advice strategies to our clients, offering considerable value to make adequate and relevant financial decisions. Aspiram Financial Planning is dedicated to its clients and to achieving the objectives that are important and valuable to you.
