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Our Process

Introduction consultation

This is where we first establish if there is an alignment of values between us and if we can establish a trusting relationship.

Aspiram financial planning business card introduction
Analyzing Data

Gather data and set your financial goals 

We gather data relating to your current financial situation and discuss your financial goals, aspirations and vision for your future. We discuss your succession planning and how you would like to protect your dependents and beneficiaries. We also discuss potential strategies to achieve your goals and set out a time frame.

Research and development

We assess your current financial situation, assets and liabilities, income and expenses. We will establish whether your risk factors are covered and whether you are on track for your planned retirement, and investments.

Business Team Research
Lead presentations during meetings

Statement of advice presentation

Your needs are unique to you. Having spent quality time understanding your needs and objectives and having analysed your situation, we will present your financial plan – your blueprint to realise your financial goals.


Your advice and recommendations of your financial plan will be discussed, adjusted, prioritised & implemented at your discretion and with your consent.

Man Signing
Reviewing document

Ongoing service review

The only constant in life is change and therefore it is vitally important to review and adapt your financial plan as your circumstances change. We will implement an agreement for your regular reviews to make sure your financial plan is aligned to your changing circumstances.

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