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

4.85
24 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 24

Sort by

4.75

"I have been a client of Christopher since he took over the business from its' previous owner. He has guided me through my transition to retirement and ongoing financial security. His advise is always clearly stated and any changes to my portfolio are carried out without delay. I would recommend him highly to any prospective new clients."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have been with Chris for some time now and we continue to be delighted with the advice, support and results he and his staff provide."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christopher has been our adviser for many years, his knowledge and professionalism is first class."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christopher was able to explain things to me in a clear way. Through Christopher's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Christopher's full care and attention when I needed it"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have used Chris Hale (Aspire Wealth & Management Nelson Bay) for many years to manage & advise on our super. He is an honest professional gentleman who to date has recognised our needs & guided us most professionally, we would certainly recommend him."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Pleasure to deal with"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My super has been invested with Chris in excess of 15 years. With his expertise and wealth of knowledge Chris has exceeded expectations year after year with growth, service and advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife Melody & I found Christopher to be extremely easy to deal with & very knowledgeable, we would highly recommend his services to anyone."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Chris to be available and prompt in all transactions. Chris's has a wealth of knowledge but is versed in advising in a way where the client is able to completely understand the product being provided. Chris is always professional and precise with any transaction. I have referred family, friends and also my clients to Chris which in itself is a wonderful recommendation"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks Chris -very knowledgable and wonderful service."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2005

ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
Associate
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