Ricky Soo

Aspire Financial Solutions

Platinum
20 Yrs Experience
Sydney, NSW 2000

I am passionate about financial planning. I specialise in retirement planning, superannuation, investment portfolio construction and personal insurance. My experience has empowered me with a broad range of knowledge in finance to share and assist my clients in managing their finances.

I take the time to listen and understand your true needs and desires. I explain in plain English the concepts and strategies that will empower you to become a more insightful investor. Together we will create a tailored financial plan that works best for you to achieve your financial security and dream retirement lifestyle.

I believe success can be measured by the important decisions you make. Let me guide you through the financial challenges. Connect with me at Aspire Financial Solutions.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fees are tailored to your individual needs and level of service and advice that you require.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.96
  • Number of reviews 30
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Aspire Financial Solutions

Suite 1315, 3 Spring St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323