Leandro Bonin

Aspire Planning

Bronze
2 Yrs Experience
Cheltenham, VIC 3192

Originally from Brazil, I have 15+ years of experience in Banking and Financial Services, acquired through working within a wide range of companies across Brazil, Panama and Australia.

As an adviser, my primary objective is to address my client's needs and provide them with a genuine sense of financial independence.

At Aspire Planning, we are committed to assisting you to achieve your Dreams and Aspirations. That means, help you establishing your Life Vision and developing Financial Plans that are aligned to it. Most of all, empower you to Make it Happen!

Our Core Values are:

  • We want Better, not just Bigger. Be the best you can possibly be!
  • Life Vision motivates financial strategies
  • YOU are the driver, WE are the navigator
  • Be personal and accessible to our clients
  • You retain control of your financial decisions
  • Always provide high quality & appropriate advice in your best interests

Outside work, I enjoy practicing sports, playing drums, and having quality time with my wife and daughters.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Our clients really value our approach to fees. After our Initial meeting we provide you with a Cost Outline Proposal which considers the work you would like completed and proposed fees we would charge. We only charge a fixed dollar fee for this advice.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.93
  • Number of reviews 22
  • Years of experience 2
  • Highest qualification
    • Master of Business Administration
  • Languages spoken
    • English
    • Portuguese
    • Spanish

Aspire Planning

Suite 13, 328 Reserve Road
Cheltenham, VIC 3192

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232