Tim Henry

Aspire Planning

Platinum
13 Yrs Experience
Cheltenham, VIC 3192
Aspire Planning was established to flip financial advice from the old mantra of "robotic" financial strategies to one that puts your Life Vision where it should be, at the core. Our dreams and aspirations, if achieved, give us great happiness. Your financial plans need to support this objective. Aspire Planning assists you in establishing your Life Vision and developing Financial Plans that align to it.  Most of all it will empower you to Make it Happen! Our Core Values * 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 Our other passions We are passionate about playing our role to progress Financial Gender Equality. We proudly sponsor Financy, a financial literacy, media and data insights platform designed educate and inspire women to build financial capability and wellbeing. Tim Henry releases a weekly podcast called The Grass is Greener. Every week, Tim and his guests dissect your everyday challenges, help you get clear on your goals and give you financial tips to make it happen! www.tgigpodcast.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

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 Platinum
  • Rating 4.90
  • Number of reviews 116
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualifications
    • Graduate Diploma of Applied Finance
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Aspire Planning

Suite 13, 328 Reserve Road
Cheltenham, VIC 3192

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.90
116 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 116

Sort by

5.00

"A trusted friend referred us to Tim and from the outset we found his manner and willingness to guide us very reassuring. He gave us practical and helpful advice on retirement planning and superannuation, all of which has set us up well for the future and optimised our investments for the stage of life we are at. I recommend Tim to others who might feel uncertain about who to trust and whether there is value in getting advice in the first place. A very worthwhile service delivered with competence and ease."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We were very comfortable in dealing with Tim. He was patient and confident in his approach and explanations, which put us at ease in starting the next phase of our career. We now have a much better idea of the next steps and also what the longer is likely to look like"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has been extremely helpful with his advice to my husband and myself as we transition into retirement. He and his team are always very courteous and a pleasure to work with."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim helped us develop a full suite of strategies to help plan and achieve our future goals. From changing superannuation, health insurances, funding kids education and retirement planning. We enjoyed working with Tim and his team and feel comfortable with the advice and changes we made. We would recommend Tim and the Aspire team."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has opened my eyes to all sorts of things that I had no idea about regarding Superannuation, planning for retirement and general financial health. His knowledge is excellent and his advice has been easy to understand. Tim has also been very flexible about meeting times so that I did not have to take time off from work to visit him. Its great working with Tim and I look forward to a long and prosperous association."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has been absolutely wonderful for us! He has provided clear, unbiased, sensible advise that isn't all about just the $$$. He takes a whole of life strategy that is comforting and allowed us to structure a plan that fits our values, our dreams and goals. We highly recommend Tim and will continue to work with him for many years to come."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has helped me future proof my financial situation by advising me on income protection, superannuation, and life insurances, as well as a sudden injection of funds. I would recommend Tim to anyone, because at all times he has been responsive, patient and completely understanding of my personal circumstances."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Thanks Tim for your invaluable advice"

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

"Tim is a great adviser who genuinely cares about his clients. He takes the time to listen and does not push product."

  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have a young family. Like many, transitioning from life as a couple to a family can be an unsettling (and wonderful) time.Tim has been a fantastic support to my husband and I. He has guided us through some very important decisions and transitions in our life with considered, caring and sophisticated financial advice. For my husband and I, we met with Tim to review our financial capacity, budgeting and super/life insurance policies. His advice has provided us with the confidence to make some good decisions and most importantly, he has provided us with a better understanding of our financial health and clear plan to meet the needs of our family :)"

  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 116

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

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

Qualifications & Training

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2008

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2001

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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