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Wealth Planning

About this service

Wealth planning is another important aspect of financial planning. It is a process that is client-centred and the focus is on the development of investment strategies to build, protect, and ensure tax-effectiveness of transition of wealth upon retirement, estate planning and business succession

Wealth planning is more than just investment advice. It encompasses all parts of a person’s financial life. Wealth planning is holistic. It considers the entirety of your wealth, your assets, your liabilities, your taxes, your income.

For a wealth plan to be successful it must be free of bias and customised to meet your goals. Every client situation is unique and no situation is too general or complex.

Each individual has different levels of needs and goals.

At Aspiram Financial Planning, wealth planning starts by developing a plan that will maintain and increase a client’s wealth based on that individual’s financial situation, goals and comfort level of risk.

We will help you uncover these objectives to come up with a tailored-fit strategy and help you choose investments that will perfectly suit your lifestyle. We educate our clients on the tools, techniques and systems that provide each member of their family with direction, capability and confidence.

In general, wealth accumulation does not happen overnight (except for inheritance OR a Lotto win!) that’s why it is very essential for you to have a proper guidance from your Aspiram Financial Planner who will be with you along the way as you continue to build your wealth and achieve good results.

Your wealth plan provides not only direction but also an integrated strategy to better your overall financial position over time.

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We can help you with a broad range of aspects of your financial life with proven strategies and plans in the following areas...

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Retirement Planning

Accurate financial planning maximises your retirement wealth so that you can enjoy peace of mind and quality living. We want you to retire comfortably and without worry.

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We will work together to set financial goals, determine an acceptable risk tolerance, and find the right investments for you to build your future wealth.

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Superannuation Advice

Take the uncertainty out of the Superannuation system in Australia by allowing us to educate you on your options to maximize your advantages.

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Self-Managed Super Fund

Is a self-managed super fund right for you? Learn more about your options and if capitalizing on an SMSF makes the most sense for your financial planning.

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Wealth Planning

A successful wealth plan includes tailored strategies for each client, addressing their unique needs and situations, regardless of the complexity.

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Wealth Protection

We will create a well-tailored protection plan to reduce the associated risks with wealth accumulation and the protection of current assets.

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Estate Planning

Designed to help protect your loved ones minimise taxation upon transfer of assets in a legal manner as well as ensuring your wishes are followed.

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Aged Care

As you get older, it can become harder to do things on your own. We provide numerous strategies to assist with your needs so you can do what you love. 

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