Christopher Hale

Aspire Wealth & Protection Pty Ltd

Gold
39 Yrs Experience
Nelson Bay, NSW 2315

Chris is the Founder and Chairman of Aspire Wealth & Protection.  Chris joined the financial services industry with Legal & General in November 1983 and has been advising client's for over 30 years.

Chris is an Associate of the Financial Planning Association and holds the Diploma in Financial Services.

Known for presenting solutions, not problems, Chris focuses on ensuring his clients understand their options. Providing expertise and ongoing support, he guides his clients through complex financial matters and implements strategies to ensure they gain control, security and are in a better position to achieve their life goals and achieve a Brighter Future.

Areas of advice include Superannuation and Investment Advice, personal Life Risk insurance including Life, Trauma and income Protection Insurance.

Please contact the office on 02 49841988 to arrange an initial obligation free meeting.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We will charge a fee for service when dealing with you. The fee for service is determined by any of the following arrangements. 1) An agreed fee based on the type and level of complexity of the services required. 2) An hourly rate as agreed with your adviser up to an amount of $350 per hour (+GST) 3) For ongoing services a flat dollar fee, a percentage of assets under advice, or a combination of both.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 24
  • First year providing advice 1983
  • Years of experience 39
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Aspire Wealth & Protection Pty Ltd

26 Donald Street
Nelson Bay, NSW 2315

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256