Leandro Bonin

Aspire Planning

Bronze

2 Yrs Experience

Cheltenham, VIC 3192

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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.

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

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.

5.00 April 2024

Leandro was an accessible, friendly and competent adviser in my transition to the aged care system. He came on board on very short notice, didn’t mind having to visit me (I’m bed-ridden) and calmly cleared up several confusing complications of my case. He achieved an unexpectedly good monetary outcome for me and definitely was worth the fee I had to pay him.

I can definitely recommend him.

5.00 April 2024

I found Leandro to be very helpful, knowledgeable and understanding of my family's needs at quite a difficult time.

I would have no hesitation in recommending Leandro to any other friends who require assistance with any aspect of financial planning assistance.

5.00 March 2024

Since we met Leandro to help us plan our mothers care, he has been forthcoming with assisting us with an appropriate strategy and care plan. Leandro and the team at Aspire listen and care about the advice and work they provide, which is very comforting when navigating such a tricky space as aged care.

5.00 March 2024

Leandro was highly recommended to me by my daughter. Feeling overwhelmed with where to start on merging my numerous superannuation portfolios and unclear of whether to keep or sell my investment property, he provided me with reassurance from the start. Leandro was non judgemental and patient from our first meeting always making me feel confident with each decision I have made. Thanks to Leandro I now feel more empowered to take control of my financial future and goals.

5.00 February 2024

I was introduced to Leandro by my insurance broker as I was looking for someone to help me plan for my financial future and make the most of my income and current assets. Leandro has set up a simple portfolio that meets my needs based on a gap analysis we completed. He is always available to support me with advice - dealing with my father’s international investment portfolio, my redundancy and my daughter’s complex disability needs. Leandro is my right hand for financial decision making and I have recommended him to friends to help them also.